PAGE AND GEORGE BRADHAM FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: PAGE AND GEORGE BRADHAM FAMILY FOUNDATION (EIN 56-2155753)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-03-01
IRS object ID: 202310609349100906
Schema version: 2022v4.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-03-01T12:24:24-06:00	ReturnTs
Tax Period End	2022-12-31	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	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	562155753	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PAGE & GEORGE BRADHAM FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	C/O US TRUST BANK OF AMERICA NA	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	PAGE	BusinessNameControlTxt
Phone	7044831448	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2736 CHERRY LANE	AddressLine1Txt
City	DENVER	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28037	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	EDWARD B KIZER	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	8287075376	PhoneNum
Signature	2023-02-24	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	EDWARD	PersonFirstNm
Person Last	KIZER	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	2023-02-24	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	2022	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	$829,027	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$13,605	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$13,605	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$33,529	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$79,367	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$33,529	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$47,134	TotalRevAndExpnssAmt
Total Net Invst Incm	$47,134	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$8,500	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$1,275	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$7,225	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,075	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,075	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$5,704	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$5,704	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$1,808	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$452	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$1,356	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$185	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$46	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$139	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$18,272	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$7,477	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$10,795	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$40,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$40,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$58,772	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$7,477	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$51,295	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$11,638	ExcessRevenueOverExpensesAmt
Net Investment Income	$39,657	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$4,118	CashBOYAmt
Cash EOY	$7,434	CashEOYAmt
Cash EOYFMV	$7,434	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$17,842	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$14,457	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$14,457	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$350,122	CorporateStockBOYAmt
Corporate Stock EOY	$304,285	CorporateStockEOYAmt
Corporate Stock EOYFMV	$649,030	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$144,745	CorporateBondsBOYAmt
Corporate Bonds EOY	$178,745	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$158,106	CorporateBondsEOYFMVAmt
Total Assets BOY	$516,827	TotalAssetsBOYAmt
Total Assets EOY	$504,921	TotalAssetsEOYAmt
Total Assets EOYFMV	$829,027	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$516,827	CapitalStockBOYAmt
Capital Stock EOY	$504,921	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$0	RetainedEarningBOYAmt
Retained Earning EOY	$0	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$516,827	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$504,921	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$516,827	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$504,921	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$516,827	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$11,638	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$505,189	SubtotalAmt
Other Decreases	$268	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$504,921	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
140 SHARES ISHARES GLOBAL TECH ETF	P	2018-11-20	2022-11-28	$6,602	$3,480	$3,122	$3,122
180 SHARES ISHARES RUSSELL MID-CAP ETF	P	2017-02-03	2022-07-28	$12,478	$8,305	$4,173	$4,173
155 SHARES ISHARES RUSSELL MID-CAP ETF	P	2020-04-17	2022-07-28	$10,745	$7,362	$3,383	$3,383
90 SHARES ISHARES RUSSELL 1000 GROWTH ETF	P	2015-04-20	2022-11-10	$20,034	$9,027	$11,007	$11,007
70 SHARES ISHARES RUSSELL 1000 GROWTH ETF	P	2020-04-17	2022-11-10	$15,582	$11,744	$3,838	$3,838
25 SHARES ISHARES RUSSELL 1000 GROWTH ETF	P	2015-04-20	2022-11-28	$5,616	$2,508	$3,108	$3,108
25 SHARES ISAHRES TR RUSSELL 2000 INDEX FD	P	2017-02-03	2022-11-28	$4,544	$3,412	$1,132	$1,132
CAPITAL GAINS DIVIDENDS	P			$3,766		$3,766	$3,766

Field	Value	IRS element (for citing)
Capital Gain Net Income	$33,529	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$551	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$551	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$551	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$195	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	$195	TotalPaymentsAndCreditsAmt
Es Penalty	$8	EsPenaltyAmt
Tax Due	$364	TaxDueAmt

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	N/A	WebsiteAddressTxt
Individual With Books	EDWARD KIZER	IndividualWithBooksNm
Phone	8287075376	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 103	AddressLine1Txt
City	MOUNTAIN REST	CityNm
State Abbreviation	SC	StateAbbreviationCd
ZIP	29664	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 (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
PAGE B KIZER
2736 CHERRY LANE	DENVER	NC	28037	CHAIRMAN OF BOARD	2.00	$0	$0	$0
R EDWARD KIZER JR
2736 CHERRY LANE	DENVER	NC	28037	SECRETARY	1.00	$0	$0	$0
EDWARD B KIZER
PO BOX 103	MOUNTAIN REST	SC	29664	TREASURER	1.00	$8,500	$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	$892,196	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$16,305	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$908,501	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$908,501	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$13,628	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$894,873	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$44,744	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$44,744	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$551	TaxBasedOnInvestmentIncomeAmt
Total Tax	$551	TotalTaxAmt
Distributable Before Adj	$44,193	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$44,193	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$44,193	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$51,295	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$51,295	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$44,193	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$11,666	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,472	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$14,138	TotalExcessDistributionCyovAmt
Qualifying Distributions	$51,295	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$44,193	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$7,102	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$21,240	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	$21,240	ExcessDistriCyovToNextYrAmt
Excess From Year2	$11,666	ExcessFromYear2Amt
Excess From Year1	$2,472	ExcessFromYear1Amt
Excess From Current Year	$7,102	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AUGUSTINE LITERACY PROJECT
115 WEST SEVENTH STREET	CHARLOTTE	NC	28202	PC	GENERAL PURPOSE SUPPORT	$1,000
CATAWBA LAND CONSERVANCY
105 W MOREHEAD STREET	CHARLOTTE	NC	28202	PC	GENERAL PURPOSE SUPPORT	$1,000
HEART MATH TUTORING INC
PO BOX 30623	CHARLOTTE	NC	28230	PC	GENERAL PURPOSE SUPPORT	$1,000
SEVENTH GENERATION NATIVE AMERICAN CHURCH INC
102 ALDEN AVE	CHATTANOOGA	TN	37405	PC	GENERAL PURPOSE SUPPORT	$1,000
SIERRA CLUB
2101 WEBSTER STREET NO 1300	OAKLAND	CA	94612	PC	GENERAL PURPOSE SUPPORT	$1,500
HOPEWAY FOUNDATION
1717 SHARON ROAD WEST	CHARLOTTE	NC	28210	PC	GENERAL PURPOSE SUPPORT	$2,000
OPEN DOORS OF ASHEVILLE
2953 PULLMAN STREET	SANTA ANA	CA	927055840	PC	GENERAL PURPOSE SUPPORT	$2,000
ALEXANDER CHILDREN'S FOUNDATION
6220 THERMAL RD	CHARLOTTE	NC	28211	PC	GENERAL PURPOSE SUPPORT	$2,000
ASHEVILLE COUNTY SCHOOLS FOUNDATION
85 MOUNTAIN STREET	ASHEVILLE	NC	28802	PC	GENERAL PURPOSE SUPPORT	$3,000
CHATTOOGA CONSERVANCY INC
9 SEQUOIA HILLS LANE	CLAYTON	GA	30525	PC	GENERAL PURPOSE SUPPORT	$3,000
OSHANNA CHURCH OF SPIRITUAL ACTIVISM INC
125 S LEXINGTON AVE UNIT 101-70	ASHEVILLE	NC	28801	PC	GENERAL PURPOSE SUPPORT	$3,000
CHARLOTTE RESCUE MISSION
907 WEST FIRST STREET	CHARLOTTE	NC	28202	PC	GENERAL PURPOSE SUPPORT	$5,000
ROOF ABOVE INC
PO BOX 31335	CHARLOTTE	NC	28231	PC	GENERAL PURPOSE SUPPORT	$7,000
MEDECINS SANS FRONTIERES USA INC DBA DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREET 16TH FLOOR	NEW YORK	NY	10006	PC	GENERAL PURPOSE SUPPORT	$8,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$40,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$13,605	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$33,529	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$47,134	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$47,134	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$2,075	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,075	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$178,745	EOYBookValueAmt
EOYFMV	$158,106	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$304,285	EOYBookValueAmt
EOYFMV	$649,030	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT FOR ACCRUED INCOME	Desc
Amt	$268	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	OFFICE EXPENSE	Desc
Revenue And Expenses Per Books	$185	RevenueAndExpensesPerBooksAmt
Net Investment Income	$46	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$139	DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$5,704	Amt
Net Investment Income	$5,704	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt