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THE WILSON FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE WILSON FAMILY FOUNDATION (EIN 56-2042058)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-12
IRS object ID
202411039349101426
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-04-12T16:43:38-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN721396621PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARR RIGGS & INGRAM PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5869AddressLine1Txt
CityHIGH POINTCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27262ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562042058EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WILSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILSBusinessNameControlTxt
Phone3368813600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2278AddressLine1Txt
CityHIGH POINTCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27261ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERICH HAMMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3368813600PhoneNum
Signature2024-04-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstERICHPersonFirstNm
Person LastHAMMPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICIA L WALSHPreparerPersonNm
PTINP00012605PTIN
Phone3368840410PhoneNum
Preparation2024-04-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$51,935,834FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$1,256,182DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,256,182DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,256,198TotalRevAndExpnssAmt
Total Net Invst Incm$1,256,198TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,200AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$151,719OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$151,719OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,362TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,362TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$172,281TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$172,281TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,739,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,739,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,911,281TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$172,281TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,739,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,655,083ExcessRevenueOverExpensesAmt
Net Investment Income$1,083,917NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,672,348SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,017,272SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,017,272SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$15,875,566CorporateStockBOYAmt
Corporate Stock EOY$15,875,559CorporateStockEOYAmt
Corporate Stock EOYFMV$50,918,562CorporateStockEOYFMVAmt
Total Assets BOY$18,547,914TotalAssetsBOYAmt
Total Assets EOY$16,892,831TotalAssetsEOYAmt
Total Assets EOYFMV$51,935,834TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$18,547,914RetainedEarningBOYAmt
Retained Earning EOY$16,892,831RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$18,547,914TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,892,831TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,547,914TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,892,831TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,547,914TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,655,083ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$16,892,831SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$16,892,831TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyKENVUE INCPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2009-02-13AcquiredDt
Sold2023-09-01SoldDt
Gross Sales Price$24GrossSalesPriceAmt
Cost Or Other Basis$8CostOrOtherBasisAmt
Gain Or Loss$16GainOrLossAmt
Gains Minus Excess Or Losses$16GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$16CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,066InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,066SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,066TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$39,300EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$39,300TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$24,234OverpaymentAmt
Applied To ES Tax$24,234AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPINNACLE BANKIndividualWithBooksNm
Phone3368813600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1300 N MAIN STREETAddressLine1Txt
CityHIGH POINTCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27261ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HENRY WILSON III
4830 SPORTSMAN DRIVEANCHORAGEAK99502SECRETARY5.00$0$0$0
DAVID WILSON
1016 CLUB COMMONS CIRCLEATLANTAGA30319VICE-PRESIDENT5.00$0$0$0
AMY WILSON SCOTT
PO BOX 15150JACKSONWY83002PRESIDENT5.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PRESELECTED CHARITABLE ORGANIZATIONS AND DOES NOT ACCEPT UNSOLICITED REQUESTS FOR FUNDS.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$47,649,143AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,998,574AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,647,717TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,647,717AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$759,716CashDeemedCharitableAmt
Net Vl Noncharitable Assets$49,888,001NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,494,400MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,494,400MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,066TaxBasedOnInvestmentIncomeAmt
Total Tax$15,066TotalTaxAmt
Distributable Before Adj$2,479,334DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,479,334DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,479,334DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,739,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,739,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,479,334DistributableAsAdjustedAmt
Undistributed Income PY$123,067UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,739,000QualifyingDistributionsAmt
Applied To Year1$123,067AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,479,334AppliedToCurrentYearAmt
Remaining Distri From Corpus$136,599RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$136,599TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$136,599ExcessDistriCyovToNextYrAmt
Excess From Current Year$136,599ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (114 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ALASKA COMMUNITY FOUNDATION
3201 C STREET SUITE 110ANCHORAGEAK99503NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
ALASKA'S CHILDRENS TRUST
6591 A ST 110ANCHORAGEAK99518NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
ALLIANCE FOR CHOICE IN EDUCATION
1201 E COLFAX AVE 302DENVERCO802182269NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
ALYESKA SKI CLUB
PO BOX 1070GIRDWOODAK99587NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
ALZEHEIMER'S DISEASE RESOURCE AGENCY-AK
1750 ABBOTT RDANCHORAGEAK99507NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
AMERICAN LEGION DEPARTMENT OF NC CHARITIES INC
PO BOX 26657RALEIGHNC26657NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
AMERICAN RED CROSS
PO BOX 37839BOONEIA500370839NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$150,000
ATLANTA CHILDREN'S SHELTER INC
PO BOX 54322ATLANTAGA30308NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
ATLANTA COMMUNITY FOOD BANK INC
732 JOSPEH E LOWERY BLVD NWATLANTAGA30318NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
ATLANTA LEGAL AID SOCIETY INC
54 ELLIS STREET NEATLANTAGA30303NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
ATLANTA UNION MISSION
2353 BOLTON RDATLANTAGA30318NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
BABY2BABY
5830 W JEFFERSON BLVDLOS ANGELESCA90016NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
BEAN'S CAFE INC
PO BOX 100940ANCHORAGEAK99510NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
BLACK MOUNTAIN HOME FOR CHILDREN
80 EDEN LAKE RDBLACK MOUNTAINNC28711NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
BOYS AND GIRLS CLUB ALASKA
2300 W 36TH AVEANCHORAGEAK99517NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
BUCKNELL UNIVERSITY
ONE DENT DRIVELEWISBURGPA17837NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
CALDWELL COUNCIL ON ADOLESCENT HEALTH
PO BOX 575LENOIRNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
CALDWELL COUNTY YOLKFELLOW
PO BOX 2422LENOIRNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
CALDWELL HALFWAY HOUSE INC
951 KENHAM PLACELENIORNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
CALDWELL HERITAGE MUSEUM
112 VAIDEN STLENOIRNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
CALDWELL MEMORIAL HOSPITAL FOUNDATION
PO BOX 1890LENOIRNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
CARE INC
PO BOX 1870MERRIFIELDVA221168070NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
CDC FOUNDATION
600 PEACHTREE STREET NE STE 1000ATLANTAGA30308NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
CHALLENGE ALASKA
3350 COMMERCIAL DRIVE STE 208ANCHORAGEAK99501NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$12,000
CHARLOTTE NEUROSCIENCE FOUNDATION
411 BILLINGSLEY RD SUITE 103CHARLOTTENC28211NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
CHATTAHOOCHEE RIVERKEEPER INC
916 JOSEPH E LOWERY BLVD NWATLANTAGA30318NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
CHILDREN'S HEALTHCARE OF ATLANTA
3395 NORTHEAST EXPRESSWAY STE 100ATLANTAGA30341NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
CHILDREN'S HOPE ALLIANCE
PO BOX 1BARIUM SPRINGSNC28010NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
CHILDREN'S LEARNING CENTER
PO BOX 4100JACKSONWY83001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
CITY OF REFUGE INC
C/O DEVELOPMENT OFFICE 1300 JOSEPHATLANTAGA30314NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000E BOONE BLVD NW
CLARKSTON COMMUNITY HEALTH CENTER INC
3700 MARKET STREET STE E1CLARKSTONGA30021NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
COMMUNITIES IN SCHOOL OF CALDWELL COUNTY INC
313 RIDGE ST NWLENIORNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$15,000
COVENANT HOUSE
PO BOX 100620ANCHORAGEAK995100620NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$12,500
CUMBERLAND RIVER COMPACT INC
35 PEABODY STREET 305NASHVILLETN37210NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
CURESEARCH FOR CHILDRENS CANCER
4600 EAST-WEST HIGHWAYBETHESDAMD20814NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$15,000
DANA-FARBER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA02445NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$100,000
DARTMOUTH
14 ENGINEERING DRIVEHANOVERNH03755NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
DEERFIELD ACADEMY
PO BOX 306DEERFIELDMA01342NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
DENISON UNIVERSITY
PO BOX 716GRANVILLEOH43023NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
DENVER CHANCELLOR'S FUND
C/O DENVER UNIVERSITY OF COLORADODENVERCO80217NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000FDN PO BOX 17126
DIAMOND ALUMNI FOUNDATION
205 E DIMOND BLVD 593ANCHORAGEAK99515NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$2,500
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
DOWNTOWN DRIGGS COMMUNITY ASSOCIATION
PO BOX 1286DRIGGSID83422NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
DUKE UNIVERSITY
PO BOX 90581DURHAMNC27708NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$21,000
EMORY UNIVERSITY-SCHOOL OF LAW
1301 CLIFTON ROADATLANTAGA30322NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
ENGINEERS WITHOUT BORDERS USA INC
1031 33RD ST STE 210DENVERCO80205NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
FOOD BANK OF ALASKA
2121 SPAR AVENUEANCHORAGEAK99501NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$60,000
FOOTHILLS CONSERVANCY OF NORTH CAROLINA
PO BOX 3023MORGANTONNC28680NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
FORT DEFIANCE INC
PO BOX 686LENOIRNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
FRIENDS OF PAC
PO BOX 2195PINEDALEWY82941NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
GEORGIA LEGAL SERVICES PROGRAM INC
104 MARIETTA ST SW STE 250ATLANTAGA303032743NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
GIRDWOOD NORDIC SKI CLUB
PO BOX 337GIRDWOODAK99587NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$15,000
GLOBAL HEALTH ACTION INC
1190 WEST DRUID HILLS DRIVE NE STEATLANTAGA30329NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000145
GOOD SAMARITAN HEALTH CENTER
1015 DONALD LEE HOLLOWELL PARKWAYATLANTAGA30318NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
GORDIE CENTER
PO BOX 800139CHARLOTTESVILLEVA22908NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
GREAT LAND TRUST
PO BOX 101272ANCHORAGEAK99510NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
HABITAT FOR HUMANITY ANCHORAGE
1057 W FIREWEED LANE STE 103ANCHORAGEAK99503NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
HABITAT FOR HUMANITY IN ATLANTA INC
824 MEMORIAL DR SEATLANTAGA30316NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
HABITAT FOR HUMANITY OF CALDWELL COUNTY
PO BOX 1341LENIORNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
HABITAT FOR HUMANITY OF THE GREATER TETON AREA
PO BOX 4197JACKSONWY83001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
HARVARD
124 MT AUBURN STCAMBRIDGEMA02138NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALLHONOLULUHI96813NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$150,000
HELPING HANDS CLINIC
810 HARPER AVE NWLENIORNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
JAMES C HARPER SCHOOL OF PERFORMING ARTS
PO BOX 390LENOIRNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
KENT PLACE SCHOOL
42 NORWOOD AVENUESUMMITNJ07902NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
LA LECHE LEAGUE INTERNATIONAL
110 HORIZON DRIVE STE 210RALEIGHNC27615NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
LAAMISTAD INC
3434 ROSWELL RD NEATLANTAGA30305NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
LEES MCRAE COLLEGE
PO BOX 128BANNER ELKNC28604NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
LENOIR SOUP KITCHEN
PO BOX 1054LENOIRNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$3,000
MERCY CARE FOUNDATION INC
5134 PEACHTREE ROADCHAMBLEEGA30341NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVE 5TH FLOORNORWALKCT06851NONEPUBLIC CHARITYCHARITABLE CONTRIBUITON$20,000
NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN
699 PRINCE STALEXANDRIAVA22314NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
NATIONAL MUSEUM OF WILDLIFE ART
PO BOX 6825JACKSONWY83002NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$15,000
NATURE CONSERVANCY
715 L STREET STE 100ANCHORAGEAK99502NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
NC SCHOOL FOR THE DEAF AT MORGANTON FOUNDATION
PO BOX 1397MORGANTONNC28680NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
NORDIC SKI ASSOCIATION OF ANCHORAGE
203 W 15TH AVE 204ANCHORAGEAL99501NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
NORTH CAROLINA WILDLIFE HABITAT FOUNDATION INC
PO BOX 29187GREENSBORONC27429NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
OCEANA INC
1025 CONNECTICUT AVE NW STE 200WASHINGTONDC20036NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
PARTNERS IN HEALTH
PO BOX 996FREDERICKMD217059942NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$20,000
PAW'S OF JACKSON HOLE
PO BOX 13033JACKSONWY83001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
PINEDALE FINE ARTS COUNCIL
PO BOX 1586PINEDALEWY82941NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
PINGRY CORPORATION
131 MARTINSVILLE RDBASKING RIDGENJ079202709NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
PRESBYTERIAN CHURCH OF JACKSON HOLE
PO BOX 7530JACKSONWY83002NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
PRINCETON UNIVERSITY
PO BOX 5357PRINCETONNJ085435357NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
PROVIDENCE ALASKA FOUNDATION
PO BOX 196604ANCHORAGEAK99519NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$55,000
SHELTER HOME OF CALDWELL COUNTY
PO BOX 426LENOIRNC28645NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
SNAKE RIVER FUND
PO BOX 7033JACKSONWY83002NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
SOUTHFACE ENERGY INSTITUTE INC
241 PINE STREET NEATLANTAGA30308NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
ST JOHN'S HOSPITAL FOUNDATION
PO BOX 428JACKSONWY83001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
ST ANDREWS PRESBYTERIAN COLLEGE
1700 DOGWOOD MILELAURINBURGNC28352NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
SUBLETTE CENTER
PO BOX 788PINEDALEWY82941NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$5,000
SUBLETTE COUNTY HEALTH FOUNDATION
PO BOX 627PINEDALEWY82941NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$200,000
TENNESSEE RIVERKEEPER INC
PO BOX 2594DECATURAL35602NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
TETON LITERACY CENTER
PO BOX 465JACKSONWY83001NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$65,000
THE CARTER CENTER
453 FREEDOM PKWYATLANTAGA30307NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$75,000
THE CONSERVATION FUND
1655 N FORT MYER DRIVE STE 1300ARLINGTONVA22209NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
THE MADERIA SCHOOL INC
8328 GEORGETOWN PIKEMCCLEANVA22102NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
TROUT UNLIMITED
1777 N KENT STREET STE 100ARLINGTONVA22209NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
UNC HEALTH FOUNDATION
123 W FRANKLIN STREET STE 510CHAPEL HILLNC27516NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$200,000
UNION PRESBYTRIAN SEMINARY
3401 BROOK ROADRICHMONDVA23227NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
UNITED METHODIST COMMITTEE ON RELIEF
458 PONCE DE LEON AVE NEATLANTAGA30308NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$50,000
UNIVERSITY OF ALASKA FOUNDATION
1815 BRAGAW STANCHORAGEAK99508NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$35,000
UNIVERSITY OF DENVER STURM COLLEGE OF LAW
PO BOX 910585DENVERCO802910585NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
US FUND FOR UNICEF
1447 PEACHTREE ST NEATLANTAGA30309NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$200,000
VANDERBILT UNIVERSITY - OWEN SCHOOL OF MANAGEMENT
PMB 407727 2301 VANDERBILT PLACENASHVILLETN37240NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
VANDERBILT UNIVERSITY
PMB 407727 2301 VANDERBILT PLACENASHVILLETN37240NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
WAKE FOREST BAPTIST HEALTH OFFICE OF PHILANTHROPY
PO BOX 571021WINSTON SALEMNC27157NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$15,000
WATERKEEPER ALLIANCE INC
180 MAIDEN LANE STE 603NEW YORKNY10038NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
WELLESLEY COLLEGE
106 CENTRAL STWELLESLEYMA02481NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
WESTMINSTER SCHOOLS INC
1424 WEST PACES FERRY ROAD NWATLANTAGA30327NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA01267NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$1,000
WOODBERRY FOREST SCHOOL
402 WOODBERRY STATIONWOODBERRY FORESTVA22989NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$10,000
WORLD FOOD PROGRAM USA
1725 I STREET NW STE 510WASHINGTONDC20006NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$25,000
WYOMING COMMUNITY FOUNDATION
1472 NORTH FIFTH STREET STE 201LARAMIEWY82072NONEPUBLIC CHARITYCHARITABLE CONTRIBUTION$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,739,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,256,182ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,256,198ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,256,198TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$1,625$1,625$0
ATTORNEY FEES$3,575$3,575$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK INVESTMENTSStockNm
EOY Book Value$15,875,559EOYBookValueAmt
EOYFMV$50,918,562EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$151,719Amt
Net Investment Income$151,719NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$15,362Amt
Net Investment Income$15,362NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt