D F HALTON FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: D F HALTON FOUNDATION INC (EIN 56-1591985)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-15
IRS object ID: 202333199349101843
Schema version: 2022v5.0
Note: A later return for the same period supersedes this one.
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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-15T09:52:31-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	562171449	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SCHARF PERA & CO PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	4600 PARK ROAD STE 112	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28209	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	561591985	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	D F HALTON FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	DFHA	BusinessNameControlTxt
Phone	3035881663	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1530 QUEENS RD	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28207	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JENNIFER BRAUN	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	3035881663	PhoneNum
Signature	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JENNIFER	PersonFirstNm
Person Last	BRAUN	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	JAYNE S FRAZIER	PreparerPersonNm
PTIN	P00788989	PTIN
Phone	7043721167	PhoneNum

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	$1,215,226	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	$1,564,694	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$152	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$152	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,564,846	TotalRevAndExpnssAmt
Total Net Invst Incm	$152	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$1,350,307	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$1,350,307	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,350,307	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,350,307	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$214,539	ExcessRevenueOverExpensesAmt
Net Investment Income	$152	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,000,687	CashBOYAmt
Cash EOY	$1,215,226	CashEOYAmt
Cash EOYFMV	$1,215,226	CashEOYFMVAmt
Total Assets BOY	$1,000,687	TotalAssetsBOYAmt
Total Assets EOY	$1,215,226	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,215,226	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,000,687	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,215,226	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,000,687	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,215,226	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,000,687	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,215,226	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,000,687	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$214,539	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,215,226	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,215,226	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	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	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$2	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	JENNIFER BRAUN	IndividualWithBooksNm
Phone	3035881663	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1038 WOODGATE COURT	AddressLine1Txt
City	LONGMONT	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80501	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	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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 (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
BARKSDALE F HALTON
1530 QUEENS ROAD	CHARLOTTE	NC	28207	PRESIDENT	0.50	$0	$0	$0
FRED A WAGNER III
1530 QUEENS ROAD	CHARLOTTE	NC	28207	VICE PRESIDENT	0.50	$0	$0	$0
JENNIFER ELIZABETH
1038 WOODGATE COURT	LONGMONT	CO	80501	DIRECTOR	0.50	$0	$0	$0
JENNIFER NICHOLAS
1038 WOODGATE COURT	LONGMONT	CO	80501	DIRECTOR	0.50	$0	$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	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$659,342	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$659,342	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$659,342	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$9,890	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$649,452	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$32,473	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$32,473	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2	TotalTaxAmt
Distributable Before Adj	$32,471	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$32,471	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$32,471	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,350,307	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,350,307	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$32,471	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$979,986	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$987,414	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$1,028,315	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$997,482	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$983,356	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$4,976,553	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,350,307	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$32,471	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,317,836	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$6,294,389	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	$979,986	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$5,314,403	ExcessDistriCyovToNextYrAmt
Excess From Year4	$987,414	ExcessFromYear4Amt
Excess From Year3	$1,028,315	ExcessFromYear3Amt
Excess From Year2	$997,482	ExcessFromYear2Amt
Excess From Year1	$983,356	ExcessFromYear1Amt
Excess From Current Year	$1,317,836	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	BARKSDALE F HALTON	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DALE F HALTON FOUNDATION INC	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1038 WOODGATE COURT	AddressLine1Txt
City	LONGMONT	CityNm
State Abbreviation	CO	StateAbbreviationCd
ZIP	80501	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	3035881663	RecipientPhoneNum
Form And Info And Materials	NO PRESCRIBED FORM. INCLUDE DESCRIPTION OF ORGANIZATION AND ITS ACTIVITIES	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE.	SubmissionDeadlinesTxt
Restrictions On Awards	NONE.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN INSTITUTE FOR CANCER RESEARCH
1759 R STREET NW	WASHINGTON	DC	20009	TO ASSIST WITH CANCER RESEARCH	$100
BLOWING ROCK METHODIST CHURCH
1314 MAIN STREET	BLOWING ROCK	NC	28605	IN MEMORY OF MARY BASS	$50
BLUMENTHAL PERFORMING ARTS
130 N TRYON ST	CHARLOTTE	NC	28202	TO ENHANCE CULTURAL OPPORTUNITIES IN THE CHARLOTTE AREA	$5,000
CAROLINA THREAD TRAIL
105 WEST MOREHEAD STREET SUITE B	CHARLOTTE	NC	28202	TO HELP PROTECT THE NATURAL RESOURCES OF SOUTHWESTERN NORTH CAROLINA	$125
CATAWABA LANDS CONSERVATORY
105 WEST MOREHEAD STREET SUITE B	CHARLOTTE	NC	28202	TO HELP PROTECT THE NATURAL RESOURCES OF SOUTHWESTERN NORTH CAROLINA	$125
CHARLOTTE 49ERS ATHLETIC FOUNDATION
9201 UNIVERSITY CITY BLVD	CHARLOTTE	NC	28223	TO ASSIST IN THE RENOVATION OF A UPDATED BASEBALL FIELD FOR THE CHARLOTTE 49ERS BASEBALL PROGRAM	$281,582
CHARLOTTE BALLET
622 E 28TH ST 113	CHARLOTTE	NC	28205	TO ASSIST WITH EXPENSES ASSOCIATED WITH PRODUCING DANCE PERFORMANCES	$75,000
CHARLOTTE MECKLENBURG LIBRARY FOUNDATION
310 N TRYON STREET	CHARLOTTE	NC	28202	TO SUPPORT LIBRARIES OF CHARLOTTE AND MECKLENBURG COUNTY	$1,000
CHARLOTTE MEDICAL EDUCATION EXPANSION COMMISSION
1150 S KINGS DR	CHARLOTTE	NC	28207	TO STUDY THE POSSIBILITY OF BRINGING A FOUR-YEAR MEDICAL SCHOOL TO CHARLOTTE	$300,000
COMMUNITIES IN SCHOOL
2345 CRYSTAL DRIVE	ARLINGTON	VA	22202	TO EMPOWER STUDENTS IN NEED IN THE CHARLOTTE AREA BY FACILIATING COMMUNITY SUPPORT	$100
COMMUNITY CULINARY SCHOOL OF CHARLOTTE
2401 DISTRIBUTION STREET	CHARLOTTE	NC	28203	IN HONOR OF ALBERT PERA; TO PROVIDE OPPORTUNITIES FOR PEOPLE TO LEARN CULINARY SKILLS THAT WILL PREPARE THEM TO ENTER OR RE-ENTER THE WORKFORCE	$125
FRIENDS OF THE SMITHSONIAN
1100 JEFFERSON DRIVE SUITE 3150	WASHINGTON	DC	20560	TO ASSIST WITH THE SMITHSONIAN INSTITUTE'S GOAL OF INCREASING AND DIFFUSING KNOWLEDGE	$300
FRIENDSHIP TRAYS
2401 DISTRIBUTION STREET A	CHARLOTTE	NC	28203	TO HELP FEED ELDERLY AND INFIRM MEMBERS OF THE CHARLOTTE COMMUNITY	$100
HEIFER INTERNATIONAL
1 WORLD AVE	LITTLE ROCK	AR	72202	TO PROVIDE LIVESTOCK TO CREATE ECONOMIC OPPORTUNITIES FOR FAMILIES IN DEVELOPING COUNTRIES	$2,500
HISTORIC ROSEDALE
3427 N TRYON STREET	CHARLOTTE	NC	28206	TO ASSIST IN THE PRESERVATION AND RESTORATION OF THE HISTORIC ROSEDALE PLANTATION	$27,000
INTERNATIONAL MIDWIFE ASSISTANCE
PO BOX 2672	EUGENE	OR	97402	TO ASSIST IMA WITH RAISING THE STANDARDS OF MATERNAL AND INFANT HEALTH ACROSS THE GLOBE	$500,000
IRR TR FBO - LESLIE GALEN YOUNG
3600 COMMERCE COURT	APPLETON	WI	54911	TO PROVIDE SUPPORT TO LESLIE GALEN YOUNG CHILDREN	$3,000
NC OUTWARD BOUND SCHOOL
2582 RICEVILLE ROAD	ASHEVILLE	NC	28805	TO PROMOTE OUTDOOR EDUCATION FOR YOUTH	$100
QUEENS UNIVERSITY OF CHARLOTTE
1900 SELWYN AVE	CHARLOTTE	NC	28274	TO ASSIST IN PROVIDING SCHOLARSHIPS	$31,500
RIGHT MOVES FOR YOUTH
2211 W MOREHEAD STREET	CHARLOTTE	NC	28012	SCHOOL-BASED, YOUTH DEVELOPMENT AND STUDENT SUPPORT PROGRAM FOCUSED ON HELPING TEENS DEVELOP THE SKILLS TO SUCCEED IN SCHOOL AND LIFE	$1,000
ROTARY CLUB OF CHARLOTTE
1850 E 3RD STREET STE 220	CHARLOTTE	NC	28204	TO HELP PROVIDE ASSISTANTS FOR TRIPS FOR KIDS, HEART MATH TUTORING, AND DIGI-BRIDGE STEM PROGRAMS AT MONTCLAIRE ELEMENTARY	$3,000
SECOND HARVEST FOOD BANK OF METROLINA
500-B SPRATT STREET	CHARLOTTE	NC	28206	TO HELP PROVIDE FOOD FOR THOSE IN NEED IN THE GREATER CHARLOTTE AREA.	$200
ST JUDE HOSPITAL
262 DANNY THOMAS PLACE	MEMPHIS	TN	38105	TO SUPPORT TREATMENT OF CHILDREN WITH CANCER AND OTHER LIFE-THREATENING DISEASES	$100
ST PETERS EPISCOPAL CHURCH
115 W 7TH STREET	CHARLOTTE	NC	28202	TO SUPPORT THE DAY-TO-DAY MINISTRY AND OPERATIONS OF THE CHURCH TO THRIVE	$10,000
THE FUND FOR AGNES SCOTT
141 E COLLEGE AVE	DECATUR	GA	30030	TO ASSIST AGNES SCOTT COLLEGE WITH OPERATING EXPENSES AND SCHOLARSHIPS FOR STUDENTS.	$1,000
THE USO
PO BOX 96860	WASHINGTON	DC	200777677	TO PROVIDE ASSISTANT TO THOSE SERVING IN THE US ARMED FORCES AND THEIR FAMILIES	$200
TRAIL OF HISTORY
100 N KINGS DRIVE	CHARLOTTE	NC	28204	TO BRING CHARLOTTE RICH HISTORY TO CHILDREN AND ADULTS FOR POSTERITY	$1,000
TRINITY METHODIST CHURCH
6230 BEATTIES FORD ROAD	CHARLOTTE	NC	28216	IN MEMORY OF ONE OF THE MEMBERS OF THE CONGREGATION	$100
VETERANS BRIDGE HOME
2200 EAST 7TH STREET	CHARLOTTE	NC	28204	TO HELP CHARLOTTE VETERANS SUCCESSFULLY TRANSITION HOME AFTER MILITARY SERVICE	$5,000
WING HAVEN
248 RIDGEWOOD AVENUE	CHARLOTTE	NC	28209	TO ASSIST THE GARDENS AT WING HAVEN WITH OPERATING EXPENSES	$51,000
WTVI PBS CHARLOTTE
PO BOX 35009	CHARLOTTE	NC	28235	FOR THE PROMOTION OF PUBLIC TELEVISION IN THE GREATER CHARLOTTE AREA	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$1,350,307	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$152	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$152	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$152	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	3	LineNumberTxt
Relationship Statement	INTEREST EARNED ON NON-PROFIT SAVINGS ACCOUNT	RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	BARKSDALE F HALTON	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1530 QUEENS ROAD	AddressLine1Txt
City	CHARLOTTE	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	28207	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,564,694	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd