STRATEGY STUDIO / PUBLIC DATA EXPLORER

MIKE & CAROLYN JONES FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MIKE & CAROLYN JONES FOUNDATION (EIN 20-1997491)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202321229349100917
Schema version
2022v5.0
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)
Return2023-05-02T12:54:33-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN540737372PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PBMares LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 N 3rd St 5th FloorAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28401ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201997491EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Mike & Carolyn Jones FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMIKEBusinessNameControlTxt
Phone9106534001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 674AddressLine1Txt
CityTabor CityCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28463ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael K JonesPersonNm
Person TitleChairmanPersonTitleTxt
Phone9106534001PhoneNum
Signature2023-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMichaelPersonFirstNm
Person LastJonesPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRob WagnerPreparerPersonNm
PTINP00037480PTIN
Phone9107629671PhoneNum
Preparation2023-05-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,328,299FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$211InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$211InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,592DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,592DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$127,419NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,056,581GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$127,419CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$439,222TotalRevAndExpnssAmt
Total Net Invst Incm$139,222TotalNetInvstIncmAmt
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$3,755AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,878AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$3,755TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,878TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,855TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,878TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$393,367ExcessRevenueOverExpensesAmt
Net Investment Income$137,344NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,478CashBOYAmt
Cash EOY$4,625CashEOYAmt
Cash EOYFMV$4,625CashEOYFMVAmt
Sav And Temp Cash Invst BOY$228,049SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$721,013SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$721,113SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$695,691CorporateStockBOYAmt
Corporate Stock EOY$596,947CorporateStockEOYAmt
Corporate Stock EOYFMV$602,561CorporateStockEOYFMVAmt
Total Assets BOY$929,218TotalAssetsBOYAmt
Total Assets EOY$1,322,585TotalAssetsEOYAmt
Total Assets EOYFMV$1,328,299TotalAssetsEOYFMVAmt
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$929,218RetainedEarningBOYAmt
Retained Earning EOY$1,322,585RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$929,218TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,322,585TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$929,218TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,322,585TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$929,218TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$393,367ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,322,585SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,322,585TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly traded securities - STP$711,264$693,008$18,256$18,256
Publicly Traded securities - LTP$345,317$236,154$109,163$109,163
FieldValueIRS element (for citing)
Capital Gain Net Income$127,419CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,909InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,909SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,909TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,455EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,455TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$546OverpaymentAmt
Applied To ES Tax$546AppliedToESTaxAmt
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 BooksMichael K JonesIndividualWithBooksNm
Phone9106534001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 674AddressLine1Txt
CityTabor CityCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28463ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Michael K Jones
2120 Via Palma DRNorth Myrtle BeachSC295827803Chairman, Treasurer3.00$0$0$0
Carolyn N Jones
2120 Via Palma DRNorth Myrtle BeachSC295827803Vice-chairman, secretary2.00$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

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$996,996AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$212,891AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,209,887TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,209,887AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,148CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,191,739NetVlNoncharitableAssetsAmt
Minimum Investment Return$59,587MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$59,587MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,909TaxBasedOnInvestmentIncomeAmt
Total Tax$1,909TotalTaxAmt
Distributable Before Adj$57,678DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,678DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,678DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$42,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,678DistributableAsAdjustedAmt
Undistributed Income PY$41,758UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$42,100QualifyingDistributionsAmt
Applied To Year1$41,758AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$342AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$57,336UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMichael K JonesContributingManagerNm
Contributing ManagerCarolyn N JonesContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMichael K JonesRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 674AddressLine1Txt
CityTabor CityCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28463ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9106534001RecipientPhoneNum
Form And Info And MaterialsNo set specifications at this time.FormAndInfoAndMaterialsTxt
Submission DeadlinesNone.SubmissionDeadlinesTxt
Restrictions On AwardsQualifying distributions will be made to charities primarily located in southeastern North Carolina and northeastern South Carolina.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Bethany Christian Services
1113 44th Avenue N Suite 304Myrtle BeachSC29577NonePCProtecting and enhancing the lives of children and families through quality social services$200
Boys and Girls Homes of NC
400 Flemington DrLake WaccamawNC28450NonepcTo support the needs of vulnerable children by addressing their physical, emotional, social, educational, and spiritual needs.$700
Brookgreen Gardens
PO Box 3368Pawleys IslandSC29585NonePCPreservation of South Carolina's native flora and fauna & display/preservation of garden sculptures$10,000
Campus Outreach - Meisenheimers
101 Oneida CtClemsonSC29631NonePCTO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION$300
Coastal Carolina University Research Foundation
PO Box 261954ConwaySC29528NonePCTo support Coastal Carolina University$2,000
Columbus County Community Foundation
3737 Glenwood Ave Suite 460raleighNC27612NonepcTo fund the grant funding of local charities and causes.$1,500
Columbus Jobs Foundation
PO Box 456WhitevilleNC28472NonepcTo fund everyday activities promoting job growth and creation in Columbus County.$1,000
Fellowship of Christian Athletes
2051 Forestbrook RoadMyrtle BeachSC29588NonePCProviding christian ministry services to athletes and coaches$300
First Presbyterian Church
1300 N Kings HwyMyrtle BeachSC29577NonePCProvide christian ministry & support services at the local and global levels$15,000
Freedom Readers Inc
1012 16th Ave NSurfside BeachSC29575NonepcTo support literacy of children.$300
GLOBAL TRAINING Network
7558 W ThunderbirdPeoriaAZ85381NonePCTo fund everyday activities training pastors around the world.$500
Lower Cape Fear LifeCare
1414 Physicians DrWilmingtonNC28401NonepcTo fund access to the highest quality Lifecare, education and supportive services to patients, families and the community.$500
Matthew 25 Ministries
11060 Kenwood RoadCincinnatiOH45242NonePCDisaster relief & provisions to those in need at the local and global levels$500
Meredith College
3800 Hillsborough StreetRaleighNC27607NonePCProviding higher education to students and preparing them for the professional world$4,000
Myrtle Beach Regional Economical Development Corporation
2050 Hwy 501 East Bldg 100ConwaySC29526NonepcTo fund everyday acitivities promoting job growth and development for Horry County.$1,000
New Directions
PO Box 2347BurlingtonNC27216NonePCResources to those who served in the military to lead fulfilling lives$1,000
Samaritan's Purse
PO BOX 3000booneNC28607NonepcTo fund operations of providing services to victims of war, poverty, and natural disasters.$300
Sea Haven for Girls
PO Box 600North Myrtle BeachSC29597NonePCSupport services to homeless, runaway, and at-risk youth$300
Tabor City Committee of 100
103 E 5th StreetTabor CityNC28463NonepcTo fund everyday acivities promoting community development within the Social Services sector.$1,000
THE ART MUSEUM OF MYRTLE BEACH
3100 South Ocean BoulevardMyrtle BeachSC29577NonePCProvide educational programs and art exhibitions to the community$500
UNC Health Foundation
PO Box 309Chapel HillNC27514NonePCTHE MEDICAL FOUNDATION OF NORTH CAROLINA, INC. SECURES FINANCIAL AND VOLUNTEER RESOURCES FOR THE UNC SCHOOL OF MEDICINE AND UNC HEALTH CARE TO PROVIDE A HEALTHIER FUTURE.$200
SC Tennis Patrons Foundation
50 North Main StreetBeltonSC29627NonePCSupport programs for junior players, at-risk youth, high school seniors, and SC tennis hall of fame$500
Scripture Union
PO Box 215Vally ForgePA19481NonePCTo support services that provide opputnities for people of all ages to explore the bible.$200
Wildlife Action
PO box 1314WhitevilleNC28472NonePcSupport services that raise public awareness of and protect at-risk wildlife and natural habitats.$100
Lake Waccamaw United Methodist Church
506 Lakeshore DrLake WaccamawNC28450NonePCSupport services to distribute food and school supplies aswell as support mission trips.$100
Carribbean Youth Network
PO Box 27047PittsburghPA15235NonePCTo support missions to create indigenized expressions of Chirstion youth ministry.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$211ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,592ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$127,419ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$139,222ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,222TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Carolyn N Jones
12120 Via Palma DRNorth Myrtle BeachSC295827803$150,000Yes (X)
Michael K Jones
22120 Via Palma DRNorth Myrtle BeachSC295827803$150,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Accounting Fees$3,713$1,857$0
Other Fees$42$21$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC$58,135$44,365
AMAZON COM INC$91,279$58,800
APPLE INC$172,717$259,860
FORD MOTOR CO$11,685$11,630
PROCTER & GAMBLE CO$16,226$30,312
TRUIST FINANCIAL CORPORATION$107,532$86,060
WALT DISNEY COMPANY$87,782$69,504
Hertz Global Holdings Inc Com$19,370$15,390
Krispy Kreme Inc Com$13,349$10,320
Protillos Inc Com CL A$18,872$16,320