CHARLES E HAYWORTH JR FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES E HAYWORTH JR FOUNDATION (EIN 57-0834648)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-31
- IRS object ID
- 202332439349100108
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-31T11:04:07-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561255574 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ODOM & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 712 N HAMILTON ST | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27262 | 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 | 570834648 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES E HAYWORTH JR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 3367213638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST 4TH STREET STE 1200 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH QUICK | PersonNm |
| Person Title | VP/SECRETARY | PersonTitleTxt |
| Phone | 3367213638 | PhoneNum |
| Signature | 2023-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABTH | PersonFirstNm |
| Person Last | QUICK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | KAREN S BARKSDALE | PreparerPersonNm |
| PTIN | P01439027 | PTIN |
| Phone | 3368893422 | PhoneNum |
| Preparation | 2023-08-31 | PreparationDt |
| 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 | $11,122,943 | 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 |
| Interest On Sav Rev And Expnss | $12,645 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,645 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $174,498 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $174,498 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,128,767 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,237,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,128,767 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,315,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,315,910 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $46,304 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $23,152 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $23,152 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,648 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $70,674 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,674 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,264 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $133,928 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,152 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $615,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $615,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $749,778 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $639,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $566,132 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,222,046 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $734,338 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,931,318 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,931,318 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,387,564 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,463,896 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,191,599 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $707,206 | CorporateBondsBOYAmt |
| Other Assets EOY | $26 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $26 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,829,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,395,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,122,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,829,108 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,395,240 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,829,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,395,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,829,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,395,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,829,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $566,132 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,395,240 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,395,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | P | 2022-12-20 | $143,744 | $89,551 | $54,193 | $54,193 | |
| DUPONT DE NEMOURS INC | P | 2022-03-24 | $53,201 | $31,884 | $21,317 | $21,317 | |
| ORGANON & CO | P | 2022-03-24 | $6,999 | $3,665 | $3,334 | $3,334 | |
| SEE WELLS FARGO REALIZED GAIN LOSS | P | 2022-12-31 | $2,617,845 | $2,781,254 | -$163,409 | -$163,409 | 2022-01-02 |
| SEE WELLS FARGO REALIZED GAIN LOSS | P | 2022-12-31 | $7,410,679 | $6,202,433 | $1,208,246 | $1,208,246 | 2021-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,128,767 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$163,409 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,986 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,986 | SubtotalAmt |
| Tax Based On Investment Income | $16,986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,976 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,976 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $51 | EsPenaltyAmt |
| Overpayment | $4,939 | OverpaymentAmt |
| Applied To ES Tax | $4,939 | AppliedToESTaxAmt |
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 | false | 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 | ELIZABETH QUICK | IndividualWithBooksNm |
| Phone | 3367213638 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST FOURTH STREET | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DAVID HAYWORTH | ||||||||
| 800 ROCKFORD ROAD | HIGH POINT | NC | 27262 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ELIZABETH QUICK | ||||||||
| ONE WEST FOURTH STREET | WINSTON SALEM | NC | 27101 | VP/SECRETARY | 1.00 | $0 | $0 | $0 |
| LINWOOD DAVIS | ||||||||
| ONE WEST FOURTH STREET | WINSTON SALEM | NC | 27101 | VP/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 95021 | AddressLine1Txt |
| City | HENERSON | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 890095021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MANAGEMENT FEES | ServiceTypeTxt |
| Compensation | $53,741 | CompensationAmt |
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 | $10,687,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $853,482 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,540,741 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,540,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $173,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,367,630 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $568,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $568,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,986 | TotalTaxAmt |
| Distributable Before Adj | $551,396 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $551,396 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $551,396 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $639,002 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $639,002 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $551,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $590,300 | UndistributedIncomePYAmt |
| Qualifying Distributions | $639,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $590,300 | AppliedToYear1Amt |
| Applied To Current Year | $48,702 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $502,694 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ELIZABETH L QUICK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST FOURTH STREET | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3367213621 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC FORMS FOR APPLICATIONS ARE REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HIGH POINT COMMUNITY FOUNDATION | |||||||
| PO BOX 5166 | HIGH POINT | NC | 27262 | NONE | 501(C)(3) | NIDO & MARIANA QUBEIN CHILDREN'S MUS | $167,500 |
| HIGH POINT UNIVERSITY | |||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | NONE | 501(C)(3) | SPECIAL PROTRAIT PROJECT | $25,000 |
| UNITED WAY OF GREATER HIGH POINT | |||||||
| 815 PHILLIPS AVENUE | HIGH POINT | NC | 27262 | NONE | 501(C)(3) | GENERAL SUPPORT | $15,000 |
| FAMILY SERVICE OF THE PIEDMONT INC | |||||||
| 902 BONNER DRIVE | JAMESTOWN | NC | 27282 | NONE | 501(C)(3) | HIGH POINT CENTER FOR CHILD WELLNESS | $50,000 |
| YMCA OF HIGH POINT | |||||||
| PO BOX 6258 | HIGH POINT | NC | 27262 | NONE | 501(C)(3) | CAPITAL CAMPAIGN | $33,350 |
| BOYS & GIRLS CLUBS OF GREATER HP | |||||||
| PO BOX 2834 | HIGH POINT | NC | 27261 | NONE | 501(C)(3) | GENERAL SUPPORT | $250,000 |
| HOME FURNISHINGS HALL OF FAME FDN | |||||||
| 202 NEAL PLACE | HIGH POINT | NC | 27262 | NONE | 501(C)(3) | GENERAL SUPPORT | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $615,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,645 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174,498 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,123,681 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $192,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,123,681 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,315,910 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,648 | Amt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INVESTMENT MGMT FEES | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO BONDS | BondNm |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO STOCK | ||
| CHARLES SCHWAB STOCK | $1,640,597 | $3,366,069 |
| ALEX BROWN | $823,299 | $825,530 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $46,304 | LegalFeesAmt |
| Net Investment Income | $23,152 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,152 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| EOY Book Value | $26 | EOYBookValueAmt |
| EOYFMV | $26 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OTHER INVESTMENT FEES | $38 | $38 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $70,674 | Amt |
| Net Investment Income | $70,674 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $12,264 | Amt |