BEARTOOTH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEARTOOTH FOUNDATION (EIN 46-1536745)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-26
- IRS object ID
- 202423319349100107
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-26T07:54:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Disaster Relief | HURRICANE HELENE IR-2024-253 | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844233121 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARPE PATEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 325 ARLINGTON AVE STE 630 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28203 | 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 | 461536745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEARTOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAR | BusinessNameControlTxt |
| Phone | 9107636072 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5932 GREENVILLE LOOP RD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MURCHISON | PersonNm |
| Person Title | CHAIRMAN/SECRETARY | PersonTitleTxt |
| Phone | 9102390111 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA FISHER CPA | PreparerPersonNm |
| PTIN | P01690017 | PTIN |
| Phone | 7044993893 | PhoneNum |
| Preparation | 2024-11-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Condition | HURRICANE HELENE IR-2024-253 | SpecialConditionDesc |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,300,457 | 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 | $533,425 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,382 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,382 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $108,053 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,053 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,017,012 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,089 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $623,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,524 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,300 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,985 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,214 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $7,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $685,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $685,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $692,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $685,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,604 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,539 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $54,958 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,388 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,388 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,285,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,225,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,259,069 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,340,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,267,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,300,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,340,133 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,267,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,340,133 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,267,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,340,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,267,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,340,133 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,604 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,271,529 | SubtotalAmt |
| Other Decreases | $4,460 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,267,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,089 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,536 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,536 | SubtotalAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $89 | EsPenaltyAmt |
| Tax Due | $1,625 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LINDA MURCHISON | IndividualWithBooksNm |
| Phone | 9107636072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 418 SOUTH FRONT STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA MURCHISON | ||||||||
| 5932 GREENVILLE LOOP RD | WILMINGTON | NC | 28401 | CHAIRMAN/SEC | 000.00 | $0 | $0 | $0 |
| J REID MURCHISON | ||||||||
| 5932 GREENVILLE LOOP RD | WILMINGTON | NC | 28409 | VICE CHAIRMA | 000.00 | $0 | $0 | $0 |
| SARAH MURCHISON CAMPBELL | ||||||||
| 4900 ROCKMERE CT | BETHESDA | MA | 20816 | ASST. SECRET | 000.00 | $0 | $0 | $0 |
| CLARE MURCHISON POWERS | ||||||||
| 705 DUNGANNON BLVD | WILMINGTON | NC | 28403 | ASST. SECRET | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,035,323 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,062,817 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,062,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,942 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,001,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,094 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,094 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,536 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,536 | TotalTaxAmt |
| Distributable Before Adj | $198,558 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $198,558 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $198,558 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $685,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $685,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $198,558 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $87,697 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $73,380 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $30,878 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $255,811 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $447,766 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $685,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $198,558 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $486,442 | RemainingDistriFromCorpusAmt |
| Total Corpus | $934,208 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $87,697 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $846,511 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $73,380 | ExcessFromYear4Amt |
| Excess From Year2 | $30,878 | ExcessFromYear2Amt |
| Excess From Year1 | $255,811 | ExcessFromYear1Amt |
| Excess From Current Year | $486,442 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||
| CAPITAL CAMPAIGN | 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | PC | CHARITABLE | $400,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||
| CAPITAL CAMPAIGN | 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | PC | CHARITABLE | $250,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||
| CAPITAL CAMPAIGN | 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | PC | CHARITABLE | $10,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION | |||||||
| CAPITAL CAMPAIGN | 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | PC | CHARITABLE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $685,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,382 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $108,053 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $90,470 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $90,470 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LINDA MURCHISON | ||||||
| 1 | 5932 GREENVILLE LOOP RD | WILMINGTON | NC | 28409 | $240,645 | Yes (X) |
| J REID MURCHISON III | ||||||
| 2 | 5932 GREENVILLE LOOP RD | WILMINGTON | NC | 28409 | $292,780 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1500 SHARES OF NVO | $240,645 | 2023-05-04 |
| 2 | 225 SHARES OF PEP | $38,555 | 2023-03-14 |
| 2 | 268 SHARES OF ITW | $60,895 | 2023-03-15 |
| 2 | 1000 SHARES OF PEP | $193,330 | 2023-05-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $1,300 | Amt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MURCHISON | PersonNm |
| Short Explanation | N/A | ShortExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| JR MURCHISON MAIN S/T COVERED | PURCHASE | $379,915 | $360,930 | $18,985 | ||
| JR MURCHISON MAIN L/T COVERED | PURCHASE | $176,571 | $131,338 | $45,233 | ||
| JR MURCHISON HSS S/T COVERED | PURCHASE | $38,058 | $37,183 | $875 | ||
| JR MURCHISON MAIN L/T COVERED | PURCHASE | $421,379 | $510,526 | -$89,147 | 2022-01 | 2023-12 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS - ACCT 9988 | $393,621 | $393,621 |
| STOCKS, OPTIONS & ETFS - ACCT 9988 | ||
| MUTUAL FUNDS - ACCT 3966 | $488,318 | $465,871 |
| STOCKS, OPTIONS & ETFS - ACCT 3966 | $2,343,742 | $3,399,577 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| PENALTY | $64 |
| NONDIVIDEND DISTRUBION | $2,142 |
| FOREIGN TAXES PAID ADJUSTMENT | $1,645 |
| TIMING DIFFERENCE | $609 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISOR FEES 3966 | $3,484 | $3,484 |
| ADVISOR FEES 9988 | $501 | $501 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LINDA MURCHISON | |||
| 418 SOUTH FRONT STREET | WILMINGTON | NC | 28401 |
| J REID MURCHISON | |||
| 418 SOUTH FRONT STREET | WILMINGTON | NC | 28401 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAXES | $668 |
| EXCISE TAX | $1,546 |