EARL AND KATHRYN CONGDON FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EARL AND KATHRYN CONGDON FAMILY FOUNDATION (EIN 47-2962822)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-22
- IRS object ID
- 202540229349100224
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-22T14:13:40-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 472962822 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Earl and Kathryn Congdon Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | EARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | david s congdon | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-01-08 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $94,877,949 | 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 | $7,009,123 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $154,206 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154,206 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $255,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,339 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,287,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,180,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,286,310 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,705,722 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,695,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $286,167 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $286,167 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $61,725 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,725 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $59,899 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,860 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $54,039 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $88,744 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,381 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $70,363 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $485,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $36,739 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $290,317 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $961,055 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $44,897 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $9,350 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $9,350 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,260 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,260 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,367 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $151,866 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,134,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $123,244 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $937,087 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,360,857 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,360,857 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,495,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $123,244 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,297,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,210,176 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,572,611 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,822,895 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,312,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,312,052 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $973,433 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $995,610 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $21,354,411 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,000,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,908,707 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,585,561 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $9,928 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $3,955,944 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,575,633 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,237,018 | LandBldgInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $43,246,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,529,038 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $39,536,519 | LandBOYAmt |
| Land EOY | $40,717,132 | LandEOYAmt |
| Land EOYFMV | $36,924,562 | LandEOYFMVAmt |
| Other Assets BOY | $3,500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $70,169,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,078,832 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $94,877,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $70,169,769 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,078,832 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,169,769 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,078,832 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,169,769 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,078,832 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,169,769 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,210,176 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,698,887 | OtherIncreasesAmt |
| Subtotal | $75,078,832 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $75,078,832 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $16,634,498 | $5,545,427 | $11,089,071 | $11,089,071 | |||
| BLDG - 401 W ENGLISH RD, HIGH POINT, NC | $978,259 | $1,484,254 | -$505,995 | -$505,995 | P | 2021-03-01 | 2023-10-24 |
| BLDG - 410 W MLK JR DR, HIGH POINT, NC | $1,386 | $2,396 | -$1,010 | -$1,010 | P | 2021-02-19 | 2023-10-24 |
| BLDG IMP - 401 W ENGLISH RD, HIGH POINT, NC | $8,303 | $12,597 | -$4,294 | -$4,294 | P | 2021-02-23 | 2023-10-24 |
| BLDG IMP - 410 W MLK JR DR, HIGH POINT, NC | $17,206 | $29,751 | -$12,545 | -$12,545 | P | 2020-03-12 | 2023-10-24 |
| BLDG IMP - 410 W MLK JR DR, HIGH POINT, NC (ACQ 12/31/2022) | $20,462 | $30,386 | -$9,924 | -$9,924 | P | 2022-12-31 | 2023-10-24 |
| LAND - 121 VIRGINIA PLACE, HIGH POINT, NC | $103,392 | $156,871 | -$53,479 | -$53,479 | P | 2021-03-01 | 2023-10-24 |
| LAND - 125 VIRGINIA PLACE, HIGH POINT, NC | $28,499 | $43,240 | -$14,741 | -$14,741 | P | 2021-03-01 | 2023-10-24 |
| LAND - 401 W ENGLISH RD, HIGH POINT, NC | $221,819 | $336,553 | -$114,734 | -$114,734 | P | 2021-03-01 | 2023-10-24 |
| LAND - 402 W BROAD AVE, HIGH POINT, NC | $137,193 | $208,155 | -$70,962 | -$70,962 | P | 2021-03-01 | 2023-10-24 |
| LAND - 410 W MLK JR DR, HIGH POINT, NC | $29,149 | $44,226 | -$15,077 | -$15,077 | P | 2021-02-19 | 2023-10-24 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,286,310 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146,959 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $146,959 | SubtotalAmt |
| Tax Based On Investment Income | $146,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157,459 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $158,459 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,500 | OverpaymentAmt |
| Applied To ES Tax | $11,500 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Audrey L Congdon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| David S Congdon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Treas | 1.0 | $0 | $0 | $0 |
| Earl Congdon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Chair, Dir | 1.0 | $0 | $0 | $0 |
| Kathryn Congdon | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Karen C Pigman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| MEGAN YOWELL OGLESBY | |||||||
| FOUNDATION SOURCE | WILMINGTON | DE | 198091377 | EXECUTIVE DIRECTOR | 25.0 | $145,000 | $30,235 |
| Joe Blosser | |||||||
| FOUNDATION SOURCE | WILMINGTON | DE | 198091377 | Chief Impact Officer | 50.0 | $141,167 | $7,843 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Landmark Builders Inc | |||||
| 3520 Triad Court | WinstonSalem | NC | 27107 | Construction | $1,424,210 |
| Parking Lot Solutions DBA Yellow Dawg | |||||
| 1510 Battleground Ave | Greensboro | NC | 27408 | Construction | $268,850 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $121,252 |
| PKSCO Company LLC DBA The Carolina Sign | |||||
| 111 Creek Ridge Road Suite H | Greensboro | NC | 27406 | Construction | $99,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COMMUNITY GOOD PODCAST: HIGHLIGHTING NONPROFIT ORGANIZATIONS IN THE COMMUNITY AND THE GOOD THAT THEY'RE DOING THROUGH A FOUNDATION FUNDED PODCAST AVAILABLE AT NO COST. | Description1Txt |
| Expenses1 | $15,777 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,022,052 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,814,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,494,946 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,331,343 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,331,343 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $724,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,606,373 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,380,319 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,380,319 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146,959 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146,959 | TotalTaxAmt |
| Distributable Before Adj | $2,233,360 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,233,360 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,233,360 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,297,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,297,944 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,233,360 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,803,826 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,130,528 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $22,465,374 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,764,366 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,877,095 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $54,041,189 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,297,944 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,233,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,064,584 | RemainingDistriFromCorpusAmt |
| Total Corpus | $61,105,773 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,803,826 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,301,947 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,130,528 | ExcessFromYear4Amt |
| Excess From Year3 | $22,465,374 | ExcessFromYear3Amt |
| Excess From Year2 | $3,764,366 | ExcessFromYear2Amt |
| Excess From Year1 | $13,877,095 | ExcessFromYear1Amt |
| Excess From Current Year | $7,064,584 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David S Congdon | ContributingManagerNm |
| Contributing Manager | Earl Congdon | ContributingManagerNm |
| Contributing Manager | Kathryn Congdon | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (188 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE EPISCOPAL DIOCESE OF JERUS | ||||||||
| 25 OLD KINGS HWY N STE 1 | DARIEN | CT | 06820 | N/A | PC | General & Unrestricted | $10,000 | |
| AMERICAN HEART ASSOCIATION - NORTH CAROLINA | ||||||||
| 1818 PATTERSON ST | NASHVILLE | TN | 37203 | N/A | PC | Heart Mobile Kitchen and Three Meals a Day initiatives | $100,000 | |
| AMERICAN TRUCK HISTORICAL SOCIETY | ||||||||
| 10380 N AMBASSADOR DR | KANSAS CITY | MO | 64153 | N/A | PC | General & Unrestricted | $50,000 | |
| BACKPACK BEGINNINGS | ||||||||
| 3711 ALLIANCE DR | GREENSBORO | NC | 27407 | N/A | PC | HVAC and associated costs | $100,000 | |
| BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT I | ||||||||
| 502 HICKORY RIDGE DR | GREENSBORO | NC | 27409 | N/A | PC | Downtown/Stadium Engagement fund | $3,000 | |
| BOYS & GIRLS CLUB OF GREATER HIGH POINT INC | ||||||||
| PO BOX 2834 | HIGH POINT | NC | 27261 | N/A | PC | General & Unrestricted (SEE GENERAL EXPLANATION) | $1,002,587 | |
| BOYS & GIRLS CLUB OF GREATER HIGH POINT INC | ||||||||
| PO BOX 2834 | HIGH POINT | NC | 27261 | N/A | PC | Sponsor A Kid Campaign | $10,000 | |
| BOYS & GIRLS CLUB OF GREATER HIGH POINT INC | ||||||||
| PO BOX 2834 | HIGH POINT | NC | 27261 | N/A | PC | Downtown Engagement fund | $3,000 | |
| CHALLENGER LEARNING CENTER OF KENTUCKY INC | ||||||||
| 1 COMMUNITY COLLEGE DR | HAZARD | KY | 41701 | N/A | PC | Modernization | $35,000 | |
| COLLEGE PREPARATORY & LEADERSHIP ACADEMY OF HIGH P | ||||||||
| 4201 FURNITURE AVE | JAMESTOWN | NC | 27282 | N/A | PC | STEM Field Trips | $2,000 | |
| COMMUNITY FOUNDATION OF GREATER GREENSBORO INC | ||||||||
| 301 N ELM ST STE 100 | GREENSBORO | NC | 27401 | N/A | PC | Executive Leadership Academy Scholarship fund for one participant | $1,500 | |
| COMMUNITY FOUNDATION OF GREATER GREENSBORO INC | ||||||||
| 301 N ELM ST STE 100 | GREENSBORO | NC | 27401 | N/A | PC | Guilford Nonprofit Consortium program | $30,000 | |
| D-UP INC | ||||||||
| 613 E WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | first phase of the capital project on Washington Street | $300,000 | |
| D-UP INC | ||||||||
| 613 E WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | Downtown Engagement fund | $3,000 | |
| EL HOGAR MINISTRIES INC | ||||||||
| 25 CENTRAL ST | ANDOVER | MA | 01810 | N/A | PC | General & Unrestricted | $200,000 | |
| GO FAR | ||||||||
| 2011 SANDY RIDGE RD | COLFAX | NC | 27235 | N/A | PC | General & Unrestricted | $30,000 | |
| GREATER HIGH POINT FOOD ALLIANCE | ||||||||
| 815 PHILLIPS AVE | HIGH POINT | NC | 27262 | N/A | PC | Food Security Fund | $24,495 | |
| GROWING HIGH POINT | ||||||||
| 710 WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | Growdega mobile food truck | $91,667 | |
| GROWING HIGH POINT | ||||||||
| 710 WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | General & Unrestricted | $256 | |
| GROWING HIGH POINT | ||||||||
| 710 WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | Salaries and employee benefits fund | $73,176 | |
| GUILFORD EDUCATION ALLIANCE INC | ||||||||
| 311 POMONA DR STE E | GREENSBORO | NC | 27407 | N/A | PC | HPSP Downtown Engagement fund | $3,000 | |
| GUILFORD EDUCATION ALLIANCE INC | ||||||||
| 311 POMONA DR STE E | GREENSBORO | NC | 27407 | N/A | PC | General & Unrestricted | $104,000 | |
| HEROES CENTER INC | ||||||||
| 1500 BRIDGES DR | HIGH POINT | NC | 27262 | N/A | PC | Professional Development for Key Staff | $3,100 | |
| HIGH POINT CHAMBER FOUNDATION INC | ||||||||
| PO BOX 5025 | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $15,000 | |
| HIGH POINT CITIZENS POLICE ACADEMY ALUMNI ASSOCIAT | ||||||||
| 1730 WESTCHESTER DR | HIGH POINT | NC | 27262 | N/A | PC | Centennial Scholars Program at Andrews High School | $5,000 | |
| HIGH POINT COMMUNITY FOUNDATION | ||||||||
| PO BOX 5166 | HIGH POINT | NC | 27262 | N/A | PC | FBO Nido and Mariana Qubein Children's Museum for scholarship fund and financial assistance for visitors (SEE GENERAL EXPLANATION) | $201,526 | |
| HIGH POINT COMMUNITY FOUNDATION | ||||||||
| PO BOX 5166 | HIGH POINT | NC | 27262 | N/A | PC | FBO Nido and Mariana Qubein Children's Museum operations fund (SEE GENERAL EXPLANATION) | $302,289 | |
| HIGH POINT DISCOVERED INC | ||||||||
| 400 W ENGLISH ROAD STE 241 | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $150,000 | |
| HIGH POINT FRIENDS SCHOOL INC | ||||||||
| 800A QUAKER LN | HIGH POINT | NC | 27262 | N/A | PC | Scholarship fund and teacher support | $50,000 | |
| HIGH POINT FRIENDS SCHOOL INC | ||||||||
| 800A QUAKER LN | HIGH POINT | NC | 27262 | N/A | PC | HPFS Marketing Plan | $25,725 | |
| HIGH POINT REGIONAL HEALTH FOUNDATION | ||||||||
| 601 N ELM ST | HIGH POINT | NC | 27262 | N/A | SO I | Women's Center Capital Campaign | $500,000 | |
| HIGH POINT UNIVERSITY | ||||||||
| 1 UNIVERSITY PKWY | HIGH POINT | NC | 27268 | N/A | PC | PREPARE Teacher Residency Program & STEM Camp | $55,000 | |
| HOSPICE OF THE PIEDMONT INC | ||||||||
| 1801 WESTCHESTER DR | HIGH POINT | NC | 27262 | N/A | PC | Charitable Event | $2,500 | |
| INTERNATIONAL SOCIETY OF FURNITURE DESIGNERS FOUND | ||||||||
| PO BOX 5445 | HIGH POINT | NC | 27262 | N/A | PC | Innovation and Design Program | $25,000 | |
| MEGA MISSION MINISTRIES | ||||||||
| PO BOX 2361 | HIGH POINT | NC | 27261 | N/A | PC | Community Writing Center | $75,000 | |
| NC TRIAD FUSION INC | ||||||||
| 428 TWINS WAY | BERMUDA RUN | NC | 27006 | N/A | PC | Beyond Sports Downtown Development fund | $3,000 | |
| NORTH CAROLINA CENTER FOR NON PROFIT ORGANIZATIONS | ||||||||
| PO BOX 98475 | RALEIGH | NC | 27624 | N/A | PC | scholarship fund for Congdon Family Foundation grantees to attend the Nonprofit Management Institute series | $1,800 | |
| NORTH CAROLINA FOR COMMUNITY AND JUSTICE INC | ||||||||
| 713 N GREENE ST | GREENSBORO | NC | 27401 | N/A | PC | Charitable Event | $1,500 | |
| OPEN DOOR MINISTRIES OF HIGH POINT FOUNDATION INC | ||||||||
| 908 FOREST HILL DR | HIGH POINT | NC | 27262 | N/A | SO III FI | General & Unrestricted | $200,000 | |
| Parkview Village Elementary | ||||||||
| 325 GORDON ST | High Point | NC | 27260 | N/A | GOV | Kindness Closet and Parent Engagement Efforts | $1,000 | |
| PEAK ADVENTURE MINISTRIES INC | ||||||||
| 1818 BULL RUN CT | GREENSBORO | NC | 27407 | N/A | PC | General & Unrestricted | $15,336 | |
| PIEDMONT SCHOOL INC | ||||||||
| 815 OLD MILL RD | HIGH POINT | NC | 27265 | N/A | PC | Piedmont School and The John Yowell Academy Scholarship Fund | $300,000 | |
| PIEDMONT TRIAD PARTNERSHIP | ||||||||
| 416 GALLIMORE DAIRY ROAD STE | GREENSBORO | NC | 27409 | N/A | PC | Talent Attraction Campaign | $25,000 | |
| READY FOR SCHOOL READY FOR LIFE | ||||||||
| PO BOX 13844 | GREENSBORO | NC | 27415 | N/A | PC | General & Unrestricted | $50,000 | |
| SAINT MARYS EPISCOPAL CHURCH | ||||||||
| 108 W FARRISS AVE | HIGH POINT | NC | 27262 | N/A | PC | Music Program | $120,000 | |
| SAINT MARYS EPISCOPAL CHURCH | ||||||||
| 108 W FARRISS AVE | HIGH POINT | NC | 27262 | N/A | PC | Community Life Center Operating Expenses | $90,000 | |
| TECHNOLOGY STUDENT ASSOCIATION KENTUCKY TECH | ||||||||
| 300 SOWER BLVD STE 5TH FL | FRANKFORT | KY | 40601 | N/A | PC | Pigman Scholarship Fund | $101,500 | |
| TECHNOLOGY STUDENT ASSOCIATION KENTUCKY TECH | ||||||||
| 300 SOWER BLVD STE 5TH FL | FRANKFORT | KY | 40601 | N/A | PC | General & Unrestricted | $106,040 | |
| THE COMMUNITY CLINIC OF HIGH POINT INC | ||||||||
| PO BOX 5607 | HIGH POINT | NC | 27262 | N/A | PC | General Support (SEE GENERAL EXPLANATION) | $302,289 | |
| THE COMMUNITY CLINIC OF HIGH POINT INC | ||||||||
| PO BOX 5607 | HIGH POINT | NC | 27262 | N/A | PC | upfit of new clinic space (SEE GENERAL EXPLANATION) | $1,002,979 | |
| THE BLAKE E ODUM MOTIVATIONAL FOUNDATION | ||||||||
| 800 REVOLUTION MILL DR APT 200 | GREENSBORO | NC | 27405 | N/A | PC | Downtown Engagement fund | $3,000 | |
| THEATRE ART GALLERIES | ||||||||
| 400 W ENGLISH DR STE 151 | HIGH POINT | NC | 27262 | N/A | PC | General & Unrestricted | $113,000 | |
| UNIVERSITY OF KENTUCKY | ||||||||
| PO BOX 910628 | LEXINGTON | KY | 40591 | N/A | GOV | Stanley and Karen Pigman Engineering Scholarship Fund | $125,000 | |
| UNIVERSITY OF KENTUCKY | ||||||||
| PO BOX 910628 | LEXINGTON | KY | 40591 | N/A | GOV | Stanley & Karen Pigman Engineering Technology Fund | $62,500 | |
| WESTCHESTER COUNTRY DAY SCHOOL INC | ||||||||
| 2045 N OLD GREENSBORO RD | HIGH POINT | NC | 27265 | N/A | PC | Strategic Planning Consultant & Expenses | $150,000 | |
| WESTCHESTER COUNTRY DAY SCHOOL INC | ||||||||
| 2045 N OLD GREENSBORO RD | HIGH POINT | NC | 27265 | N/A | PC | General & Unrestricted | $634,192 | |
| WORLD RELIEF CORP OF NATIONAL ASSOCIATION OF EVANG | ||||||||
| 155 NORTHPOINT AVE STE 102 | HIGH POINT | NC | 27262 | N/A | PC | Downtown Engagement fund | $3,000 | |
| YMCA OF GREATER HIGH POINT FOUNDATION INC | ||||||||
| PO BOX 6258 | HIGH POINT | NC | 27262 | N/A | SO I | Chavis YMCA Downtown Engagement fund | $4,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF HIGH POINT | ||||||||
| PO BOX 6258 | HIGH POINT | NC | 27262 | N/A | PC | Chavis Capital Campaign | $500,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N | ||||||||
| 155 WESTWOOD AVE | HIGH POINT | NC | 27262 | N/A | PC | Downtown Engagement fund | $3,000 | |
| YOUNG WOMENS CHRISTIAN ASSOCIATION OF HIGH POINT N | ||||||||
| 155 WESTWOOD AVE | HIGH POINT | NC | 27262 | N/A | PC | Growing the Future Campaign | $100,000 | |
| A Lyons | ||||||||
| 3514 NW 71st Ter | Kansas City | MO | 64151 | NONE | I | Scholarship Grant | $6,000 | |
| L Pate | ||||||||
| 2220 Woodridge Ct | Burlington | NC | 27215 | NONE | I | Scholarship Grant | $6,000 | |
| N Hannemann | ||||||||
| 700 12 St N | Northwood | IA | 50459 | NONE | I | Scholarship Grant | $6,000 | |
| B Vines | ||||||||
| 132 Courts Lane | Little Rock | AR | 72223 | NONE | I | Scholarship Grant | $6,000 | |
| J Thomas | ||||||||
| 518 Pope View Ct | Fenton | MO | 63026 | NONE | I | Scholarship Grant | $6,000 | |
| J Blackburn | ||||||||
| 3215 Brooklawn Dr | Norton | OH | 44203 | NONE | I | Scholarship Grant | $6,000 | |
| C Akihiro | ||||||||
| 2062 Bayonne Dr | Saint Charles | MO | 63303 | NONE | I | Scholarship Grant | $6,000 | |
| A Collins | ||||||||
| 416 S Dexter Ave | Springfield | MO | 65802 | NONE | I | Scholarship Grant | $6,000 | |
| K Galey | ||||||||
| 2604 Skyline Dr | High Ridge | MO | 63049 | NONE | I | Scholarship Grant | $6,000 | |
| A Powell | ||||||||
| 5750 Malvern Road | Roanoke | VA | 24012 | NONE | I | Scholarship Grant | $6,000 | |
| M Chirico | ||||||||
| 629 Brahier Ln | Maumee | OH | 43537 | NONE | I | Scholarship Grant | $6,000 | |
| S Thilak | ||||||||
| 97 Luzelle Dr | Winston Salem | NC | 27103 | NONE | I | Scholarship Grant | $6,000 | |
| K Mullins | ||||||||
| 8465 70th Rd | Galesburg | KS | 66740 | NONE | I | Scholarship Grant | $6,000 | |
| D Santos | ||||||||
| 132 N MARILYN AVE | NORTHLAKE | IL | 60164 | NONE | I | Scholarship Grant | $6,000 | |
| A Whitten | ||||||||
| 7110 Ashlawn Drive | Brecksville | OH | 44141 | NONE | I | Scholarship Grant | $6,000 | |
| M Sheetz | ||||||||
| 75 Highland Cir | Halifax | PA | 17032 | NONE | I | Scholarship Grant | $6,000 | |
| T Brown | ||||||||
| 5227 Sugar Bush Dr | Houston | TX | 77048 | NONE | I | Scholarship Grant | $6,000 | |
| C Arndt | ||||||||
| 261 Valley Grove Dr | Bozeman | MT | 597187982 | NONE | I | Scholarship Grant | $6,000 | |
| E Slothower | ||||||||
| 3407 Glen Hollow Drive | Dover | PA | 17315 | NONE | I | Scholarship Grant | $6,000 | |
| S Venkatraman | ||||||||
| 253 Hilliard Forest Drive | Cary | NC | 27519 | NONE | I | Scholarship Grant | $6,000 | |
| L Snedeker | ||||||||
| 1028 22nd st SW | Massillon | OH | 44647 | NONE | I | Scholarship Grant | $6,000 | |
| B Snedeker | ||||||||
| 1028 22nd St SW | Massillon | OH | 44647 | NONE | I | Scholarship Grant | $6,000 | |
| G Matthews | ||||||||
| 1108 67th St | Windsor Heights | IA | 50324 | NONE | I | Scholarship Grant | $6,000 | |
| S MIDDLETON | ||||||||
| 5722 longhorn ln | Arlington | TX | 76017 | NONE | I | Scholarship Grant | $6,000 | |
| A Marshall | ||||||||
| 7540 Ladson Terr | Lake Worth | FL | 33467 | NONE | I | Scholarship Grant | $6,000 | |
| L Vargas | ||||||||
| 35628 Oleander Ave | Yucaipa | CA | 92399 | NONE | I | Scholarship Grant | $6,000 | |
| A Edwards | ||||||||
| 1 WINDEMERE DR | SICKLERVILLE | NJ | 080813024 | NONE | I | Scholarship Grant | $6,000 | |
| J Day | ||||||||
| 1600 North Drive | Ely | IA | 52227 | NONE | I | Scholarship Grant | $6,000 | |
| K Chairs | ||||||||
| 237 Cotton Bayou Lane | Kenner | LA | 70065 | NONE | I | Scholarship Grant | $6,000 | |
| M Robert | ||||||||
| 36517 Short Leaf Ave | Hillard | FL | 32046 | NONE | I | Scholarship Grant | $6,000 | |
| E Gump | ||||||||
| 8014 Pebble Creek Place | Fort Wayne | IN | 46835 | NONE | I | Scholarship Grant | $6,000 | |
| S Thilak | ||||||||
| 97 Luzelle Drive | Winston Salem | NC | 27103 | NONE | I | Scholarship Grant | $6,000 | |
| K Schultz | ||||||||
| 119 24th Avenue | Altoona | PA | 16601 | NONE | I | Scholarship Grant | $6,000 | |
| M Brannin | ||||||||
| 1042 13000 Rd | Mound Valley | KS | 67354 | NONE | I | Scholarship Grant | $6,000 | |
| M MAILE | ||||||||
| PO BOX 370303 | MILWAUKEE | WI | 53237 | NONE | I | Scholarship Grant | $6,000 | |
| O Ingamells | ||||||||
| 9084 Rustic Dr | Willard | MO | 65781 | NONE | I | Scholarship Grant | $6,000 | |
| E Carothers | ||||||||
| 8175 6th Street | Minnesota City | MN | 55959 | NONE | I | Scholarship Grant | $6,000 | |
| S Farris | ||||||||
| PO Box 297 | Dallas | NC | 28034 | NONE | I | Scholarship Grant | $6,000 | Ashebrook Park Rd |
| J Villanueva | ||||||||
| 3430 Cypresswood Dr | Spring | TX | 77388 | NONE | I | Scholarship Grant | $6,000 | |
| M Miller | ||||||||
| 8866 W 122nd ST N | Mingo | IA | 50168 | NONE | I | Scholarship Grant | $6,000 | |
| R ROLLINS | ||||||||
| 144 Union Belle Blvd | Saltillo | MS | 38866 | NONE | I | Scholarship Grant | $6,000 | |
| E Perry | ||||||||
| 20415 91st Ave E | Graham | WA | 98338 | NONE | I | Scholarship Grant | $6,000 | |
| C Vedder | ||||||||
| 612 Lexington Ln | Moorhead | MN | 56560 | NONE | I | Scholarship Grant | $6,000 | |
| K LeFor | ||||||||
| 3129 Red Lion Dr | Valrico | FL | 33596 | NONE | I | Scholarship Grant | $6,000 | |
| C Middleton | ||||||||
| 15048 S Eagle Crest Dr | Draper | UT | 840205720 | NONE | I | Scholarship Grant | $6,000 | |
| A Stapf | ||||||||
| 345 River Country Road | Salisbury | NC | 28146 | NONE | I | Scholarship Grant | $6,000 | |
| L Kirkle | ||||||||
| 1431 18th Ct SE | Altoona | IA | 50009 | NONE | I | Scholarship Grant | $6,000 | |
| K Campbell | ||||||||
| 1102 Old Boones Creek Road | Jonesborough | TN | 37659 | NONE | I | Scholarship Grant | $6,000 | |
| C Walden | ||||||||
| 3735 Willow Creek Dr | Dayton | OH | 45415 | NONE | I | Scholarship Grant | $6,000 | |
| A Edmonds | ||||||||
| 2715 W Kingsport St | Broken Arrow | OK | 74011 | NONE | I | Scholarship Grant | $6,000 | |
| M Lane | ||||||||
| 2 Castlewood dr | Thomasville | NC | 27360 | NONE | I | Scholarship Grant | $6,000 | |
| M Williams | ||||||||
| 4551 N McDonald Rd | Choctaw | OK | 73020 | NONE | I | Scholarship Grant | $6,000 | |
| M McDowell | ||||||||
| 40 Erem Way | Fishersville | VA | 22939 | NONE | I | Scholarship Grant | $6,000 | |
| B Mitchell | ||||||||
| 1411 Georgia St | WestMemphis | AR | 72301 | NONE | I | Scholarship Grant | $6,000 | |
| M Jones | ||||||||
| 121 Meadowbrook Lane | Rogersville | TN | 37857 | NONE | I | Scholarship Grant | $6,000 | |
| H Macha | ||||||||
| 3508 Crimson Wood Dr | Greensboro | NC | 27410 | NONE | I | Scholarship Grant | $6,000 | |
| J Thomas | ||||||||
| 18214 Arch Street | Little Rock | AR | 72206 | NONE | I | Scholarship Grant | $6,000 | |
| J Matthewson | ||||||||
| 8608 Wolf Run Ln | Morrow | OH | 45152 | NONE | I | Scholarship Grant | $6,000 | |
| E Hall | ||||||||
| 534 Keene Circle | Dandridge | TN | 37725 | NONE | I | Scholarship Grant | $6,000 | |
| A Henson | ||||||||
| 513 Winston Ct | Eagle Point | OR | 97524 | NONE | I | Scholarship Grant | $6,000 | |
| I Hickman | ||||||||
| 5518 Sonata Lane | Dallas | TX | 75241 | NONE | I | Scholarship Grant | $6,000 | |
| K DuBois | ||||||||
| 1712 Carver road apt 220 | Modesto | CA | 95350 | NONE | I | Scholarship Grant | $6,000 | |
| M MAILE | ||||||||
| N7388 NINE INDIAN TRAIL | ELKHORN | WI | 53121 | NONE | I | Scholarship Grant | $6,000 | |
| L Benavides | ||||||||
| 5921 Wedgwood Dr | Fort Worth | TX | 76133 | NONE | I | Scholarship Grant | $6,000 | |
| M Williams | ||||||||
| 277 Lynda Lane | Lexington | NC | 27295 | NONE | I | Scholarship Grant | $6,000 | |
| L Kirkle | ||||||||
| 1431 18th Ct SE | Altoona | IA | 50009 | NONE | I | Scholarship Grant | $6,000 | |
| A Santiago | ||||||||
| 429 Walden Park Drive | Fort Mill | SC | 29715 | NONE | I | Scholarship Grant | $6,000 | |
| E Blum | ||||||||
| 7169 N 164th Ave Cir | Bennington | NE | 68007 | NONE | I | Scholarship Grant | $6,000 | |
| M Gillette | ||||||||
| 430 Arrowhead Trail | Carol Stream | IL | 60188 | NONE | I | Scholarship Grant | $6,000 | |
| B Poore | ||||||||
| 766 Begley Branch Rd | Pall Mall | TN | 38577 | NONE | I | Scholarship Grant | $6,000 | |
| S Mitchell | ||||||||
| 9933 N Kitchen Rd | Mooresville | IN | 46158 | NONE | I | Scholarship Grant | $6,000 | |
| N Cox | ||||||||
| 3214 Glasgow Circle | Birmingham | AL | 35242 | NONE | I | Scholarship Grant | $6,000 | |
| H Gardner | ||||||||
| 302 North 3rd Street | Saint Joseph | MO | 64501 | NONE | I | Scholarship Grant | $6,000 | 603 |
| A Grimes | ||||||||
| 237 19th st SW | Altoona | IA | 50009 | NONE | I | Scholarship Grant | $6,000 | |
| A Crowder | ||||||||
| 700 Brownwood Estates | Fort Smith | AR | 72916 | NONE | I | Scholarship Grant | $6,000 | |
| A Cuello | ||||||||
| 6739 Hazelhatch Dr | Indianapolis | IN | 46268 | NONE | I | Scholarship Grant | $6,000 | |
| J Kasitz | ||||||||
| 84955 Spencer Hollow Rd | Eugene | OR | 974059598 | NONE | I | Scholarship Grant | $6,000 | 516 |
| A Scroggs | ||||||||
| 3916 Princeton Ave NW | Massillon | OH | 44646 | NONE | I | Scholarship Grant | $6,000 | |
| T Haney | ||||||||
| 854 S Highway 340 | Parrottsville | TN | 37843 | NONE | I | Scholarship Grant | $6,000 | |
| S Trujillo | ||||||||
| 11218 Tigrina ave | whittier | CA | 90603 | NONE | I | Scholarship Grant | $6,000 | |
| R English | ||||||||
| 276 Shallow Brook Ln | Thomasville | NC | 27360 | NONE | I | Scholarship Grant | $6,000 | |
| C Montalvo | ||||||||
| 509 Rebecca Ln | Bolingbrook | IL | 60440 | NONE | I | Scholarship Grant | $6,000 | |
| L Rivera | ||||||||
| 3629 Sanguinetti Lane | Stockton | CA | 95205 | NONE | I | Scholarship Grant | $6,000 | |
| M Ward | ||||||||
| PO Box 935 | Fries | VA | 24330 | NONE | I | Scholarship Grant | $6,000 | |
| K Keathley | ||||||||
| 625 S 35th St | Parsons | KS | 67357 | NONE | I | Scholarship Grant | $6,000 | |
| R Holaday | ||||||||
| 12871 Oak Ridge Dr | Holton | KS | 66436 | NONE | I | Scholarship Grant | $6,000 | |
| M Coker | ||||||||
| 621 Danver Lane | Beech Grove | IN | 46107 | NONE | I | Scholarship Grant | $6,000 | |
| B Poe | ||||||||
| 5831 US Hwy 311 | Sophia | NC | 27350 | NONE | I | Scholarship Grant | $6,000 | |
| C Navarre | ||||||||
| 3629 Katelyn Ct | Indianpolis | IN | 46228 | NONE | I | Scholarship Grant | $6,000 | |
| Q Frank | ||||||||
| 9644 Elmira Cir | Sacramento | CA | 95827 | NONE | I | Scholarship Grant | $6,000 | |
| T Fernandez | ||||||||
| 1219 Taylor Lane | Forked River | NJ | 08731 | NONE | I | Scholarship Grant | $6,000 | |
| K Nowack | ||||||||
| 12709 East 89th Street North | Owasso | OK | 74055 | NONE | I | Scholarship Grant | $6,000 | |
| C Little | ||||||||
| 300 Tailfeather Dr NW | Bondurant | IA | 50035 | NONE | I | Scholarship Grant | $6,000 | |
| M Emberton | ||||||||
| 1741 Okalona Road | Rickman | TN | 38580 | NONE | I | Scholarship Grant | $6,000 | |
| L Gilson | ||||||||
| 7378 E 111th Pl S | Bixby | OK | 74008 | NONE | I | Scholarship Grant | $6,000 | |
| S Stoodley | ||||||||
| 4961 US Route 5 | Westminster | VT | 05158 | NONE | I | Scholarship Grant | $6,000 | |
| I Mendez | ||||||||
| 13842 County Road 4200 | Lindale | TX | 75771 | NONE | I | Scholarship Grant | $6,000 | |
| J Nathan | ||||||||
| 5660 Shinfield Drive | Virginia Beach | VA | 23464 | NONE | I | Scholarship Grant | $6,000 | |
| A Workman | ||||||||
| 10913 Main Street | Stoutsville | OH | 43154 | NONE | I | Scholarship Grant | $6,000 | |
| J English | ||||||||
| 9741 Winchester Dr S Ct | Semmes | AL | 36575 | NONE | I | Scholarship Grant | $6,000 | |
| S Love | ||||||||
| 1607 Frush Valley Rd | Reading | PA | 19605 | NONE | I | Scholarship Grant | $6,000 | |
| D Mann | ||||||||
| 8001 Triple Creek Circle | Morris | AL | 35116 | NONE | I | Scholarship Grant | $6,000 | |
| J Leveille | ||||||||
| 546 Brookwood Dr | Asheboro | NC | 27203 | NONE | I | Scholarship Grant | $6,000 | |
| M Dzieciol | ||||||||
| 1903 Castle Ridge Drive | Plainfield | IL | 60586 | NONE | I | Scholarship Grant | $6,000 | |
| B Weddell-DeGroodt | ||||||||
| 7 Heritage Lane | Rock Tavern | NY | 12575 | NONE | I | Scholarship Grant | $6,000 | |
| S Knoll | ||||||||
| 310 Emporium Avenue | Buffalo | NY | 14224 | NONE | I | Scholarship Grant | $6,000 | |
| N Thompson | ||||||||
| 541 Wellington Dr | Byram | MS | 39272 | NONE | I | Scholarship Grant | $6,000 | |
| E Gustafson | ||||||||
| 1433 W Roselawn Drive | Appleton | WI | 54914 | NONE | I | Scholarship Grant | $6,000 | |
| J Cervantes | ||||||||
| 16329 Rosa Linda Ln | Fontana | CA | 92336 | NONE | I | Scholarship Grant | $6,000 | |
| D Northen | ||||||||
| 1722 Brookford Road | Kernersville | NC | 27284 | NONE | I | Scholarship Grant | $6,000 | |
| S Bailey | ||||||||
| 1020 Grim Hollow rd | Red Lion | PA | 17356 | NONE | I | Scholarship Grant | $6,000 | |
| J Gates | ||||||||
| 4128 Old Glenola Rd | Trinity | NC | 27370 | NONE | I | Scholarship Grant | $6,000 | |
| A White | ||||||||
| 2221 Ray Thorington Rd | Pike Road | AL | 36064 | NONE | I | Scholarship Grant | $6,000 | |
| A Panvelle | ||||||||
| 131 Orange Grove Road | Thibodaux | LA | 70301 | NONE | I | Scholarship Grant | $6,000 | |
| N Thompson | ||||||||
| 541 Wellington Drive | Byram | MS | 39272 | NONE | I | Scholarship Grant | $6,000 | |
| S Stivers | ||||||||
| 10014 Brighton Springs Court | Louisville | KY | 40291 | NONE | I | Scholarship Grant | $6,000 | |
| M Lewis | ||||||||
| 3833 Pine Needles Road | Florence | SC | 29501 | NONE | I | Scholarship Grant | $6,000 | |
| E Brendle | ||||||||
| 414 S Crutchfield Street | Dobson | NC | 27017 | NONE | I | Scholarship Grant | $6,000 | |
| V Guise | ||||||||
| 106 N Middlesex Rd | Carlisle | PA | 17013 | NONE | I | Scholarship Grant | $6,000 | |
| C Griffin-Horst | ||||||||
| 3234 Meadow Trails Drive | SAINT PETERS | MO | 63376 | NONE | I | Scholarship Grant | $6,000 | |
| E Kathrein | ||||||||
| 805 A St | Delta | CO | 81416 | NONE | I | Scholarship Grant | $6,000 | |
| L Newcomer | ||||||||
| 199 Dale Rd | Biglerville | PA | 17307 | NONE | I | Scholarship Grant | $6,000 | |
| A Sykes | ||||||||
| 32 Erem Way | Fishersville | VA | 22939 | NONE | I | Scholarship Grant | $6,000 | |
| I Oviedo | ||||||||
| 12424 James Weak Ave | Moorpark | CA | 93021 | NONE | I | Scholarship Grant | $6,000 | |
| I Barry | ||||||||
| 8814 Knotty Pine Ct | Indianapolis | IN | 46227 | NONE | I | Scholarship Grant | $6,000 | |
| GROWING HIGH POINT | ||||||||
| 710 WASHINGTON ST | HIGH POINT | NC | 27260 | N/A | PC | Professional Development for Key Staff | $3,000 | |
| High Point Arts Council Inc | ||||||||
| 121 S CENTENNIAL ST | HIGH POINT | NC | 27260 | N/A | Professional Development for Key Staff | $2,900 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,360,857 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,206 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,339 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,287,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,696,599 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,696,599 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Congdon David S | |||||||
| 1 | 500 Old Dominion Way | Thomasville | NC | 27360 | $6,009,504 | Yes (X) | Yes (X) |
| Earl Congdon 2019 CLAT | |||||||
| 2 | 3290 Northside Parkway 7th FL | Atlanta | GA | 30327 | $499,810 | Yes (X) | |
| Kathryn Congdon 2019 CLAT | |||||||
| 3 | 3290 Northside Parkway 7th FL | Atlanta | GA | 30327 | $499,810 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | OLD DOMINION FREIGHT LINE ODFL, 14650 sh. | NoncashPropertyDesc |
| Fair Market Value | $6,009,504 | FairMarketValueAmt |
| Received | 2023-08-02 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| BLDG - 225 N ELM S | 2020-07-22 | $1,669,117 | $103,428 | SL | 39 | $42,798 | $0 | |
| BLDG - 400 W ENGLI | 2019-07-30 | $5,127,357 | $317,721 | SL | 39 | $131,471 | $0 | |
| BLDG - 410 W ENGLI | 2018-03-31 | $3,765,759 | $458,500 | SL | 39 | $96,558 | $0 | |
| BLDG IMP - 225 N E | 2021-12-31 | $68,410 | $1,754 | SL | 39 | $1,754 | $0 | |
| BLDG IMP - 225 N E | 2022-12-31 | $16,683 | $0 | SL | 39 | $428 | $0 | |
| BLDG IMP - 400 W E | 2022-12-31 | $1,269,635 | $32,555 | SL | 39 | $32,555 | $0 | |
| BLDG IMP - 400 W E | 2022-12-31 | $8,945,199 | $0 | SL | 39 | $229,364 | $0 | |
| BLDG IMP - 410 W E | 2021-02-18 | $14,867,969 | $698,922 | SL | 39 | $381,230 | $0 | |
| LAND - 225 N ELM S | 2020-07-22 | $2,189,403 | L | 39 | $0 | |||
| LAND - 400 W ENGLI | 2018-03-31 | $2,483,000 | L | $0 | ||||
| LAND - 410 W ENGLI | 2018-03-31 | $746,867 | L | $0 | ||||
| 125 VIRGINIA PL (R | 2021-03-01 | $43,000 | L | |||||
| 125 VIRGINIA PL (R | 2021-03-01 | $43,000 | L | $0 | ||||
| BLDG - 410 W MLK J | 2021-02-19 | $3,254 | $799 | SL | 39 | $70 | $70 | $70 |
| BLDG - 410 W MLK J | 2021-02-19 | $13,746 | $0 | SL | 39 | $352 | $0 | $352 |
| LAND - 410 W MLK J | 2021-02-19 | $43,981 | L | |||||
| LAND - 410 W MLK J | 2021-02-19 | $289,019 | L | $0 | ||||
| BLDG IMP - 410 W M | 2021-02-19 | $40,388 | $9,918 | SL | 39 | $863 | $863 | $863 |
| BLDG IMP - 410 W M | 2021-02-19 | $170,601 | $0 | SL | 39 | $4,374 | $0 | $4,374 |
| BLDG IMP - 410 W M | 2021-02-19 | $30,873 | $0 | SL | 39 | $660 | $660 | $660 |
| BLDG IMP - 410 W M | 2021-02-19 | $202,880 | $0 | SL | 39 | $5,202 | $0 | $5,202 |
| LAND - 121 VIRGINI | 2021-03-01 | $156,000 | $0 | L | ||||
| LAND - 401 W ENGLI | 2021-03-01 | $334,685 | L | |||||
| LAND - 401 W ENGLI | 2021-03-01 | $866,315 | L | $0 | ||||
| BLDG - 401 W ENGLI | 2021-03-01 | $1,548,824 | $39,713 | SL | 39 | $33,095 | $33,095 | $33,095 |
| BLDG IMP - 401 W E | 2021-03-01 | $13,145 | $337 | SL | 39 | $281 | $281 | $281 |
| LAND - 402 W BROAD | 2021-03-01 | $207,000 | $0 | L | ||||
| BLDG IMP - 225 N E | 2023-12-31 | $55,550 | SL | 39 | ||||
| BLDG IMP - 400 W E | 2023-12-31 | $2,041,221 | SL | 39 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IN-KIND GRANTS | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $2,811,671 TOTAL BOOK VALUE OF PROPERTY: $1,121,784 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $2,811,671 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $1,689,887 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 3235 DATE OF DISTRIBUTION: 01/13/2023 GRANT RECIPIENT: THE COMMUNITY CLINIC OF HIGH POINT INC FMV OF PROPERTY: $1,002,980.00 BOOK VALUE OF PROPERTY: $417,843.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,002,980 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 975 DATE OF DISTRIBUTION: 01/13/2023 GRANT RECIPIENT: THE COMMUNITY CLINIC OF HIGH POINT INC FMV OF PROPERTY: $302,289.00 BOOK VALUE OF PROPERTY: $125,934.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $302,289 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 975 DATE OF DISTRIBUTION: 01/13/2023 GRANT RECIPIENT: HIGH POINT COMMUNITY FOUNDATION FMV OF PROPERTY: $302,289.00 BOOK VALUE OF PROPERTY: $125,934.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $302,289 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 650 DATE OF DISTRIBUTION: 01/13/2023 GRANT RECIPIENT: HIGH POINT COMMUNITY FOUNDATION FMV OF PROPERTY: $201,526.00 BOOK VALUE OF PROPERTY: $83,956.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $201,526 DESCRIPTION OF PROPERTY: OLD DOMINION FREIGHT LINE UNITS: 2850 DATE OF DISTRIBUTION: 2/16/2023 GRANT RECIPIENT: BOYS & GIRLS CLUB OF GREATER HIGH POINT INC FMV OF PROPERTY: $1,002,587.00 BOOK VALUE OF PROPERTY: $368,115.00 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $1,002,587 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT INCOME OPPORTUNITIES FUND I | $21,833 | $20,599 |
| ATLANTIC TRUST DISC EQTY | $302,669 | $370,811 |
| CIBC ATLAS INTERNATIONAL GROWT | $138,372 | $183,540 |
| OLD DOMINION FREIGHT LINE | $19,929,662 | $43,714,840 |
| VERSUS CAPITAL MULTI MNGR REAL | $308,046 | $287,295 |
| VERSUS CAPITAL REAL ASSETS FUN | $300,000 | $331,622 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $973,433 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $995,610 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | EOYFMVEOYFMVAmt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| 125 VIRGINIA PL (R | $0 | |||
| 125 VIRGINIA PL (R | $34,900 | $43,000 | $43,000 | |
| BLDG - 410 W MLK J | ||||
| BLDG - 410 W MLK J | $6,161 | $13,746 | $13,394 | $352 |
| LAND - 410 W MLK J | ||||
| LAND - 410 W MLK J | $134,528 | $289,019 | $289,019 | |
| BLDG IMP - 410 W M | $0 | |||
| BLDG IMP - 410 W M | $166,227 | $170,601 | $166,227 | $4,374 |
| BLDG IMP - 410 W M | $0 | |||
| BLDG IMP - 410 W M | $197,678 | $202,880 | $197,678 | $5,202 |
| LAND - 121 VIRGINI | $0 | $0 | $0 | |
| LAND - 401 W ENGLI | $0 | |||
| LAND - 401 W ENGLI | $697,524 | $866,315 | $866,315 | |
| BLDG - 401 W ENGLI | ||||
| BLDG IMP - 401 W E | ||||
| LAND - 402 W BROAD | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BLDG - 225 N ELM S | $1,669,117 | $146,226 | $1,522,891 | $1,555,690 |
| BLDG - 400 W ENGLI | $5,127,357 | $449,192 | $4,678,165 | $4,968,765 |
| BLDG - 410 W ENGLI | $3,765,759 | $555,058 | $3,210,701 | $1 |
| BLDG IMP - 225 N E | $68,410 | $3,508 | $64,902 | $64,902 |
| BLDG IMP - 225 N E | $16,683 | $428 | $16,255 | $16,255 |
| BLDG IMP - 400 W E | $1,269,635 | $65,110 | $1,204,525 | $1,204,525 |
| BLDG IMP - 400 W E | $8,945,199 | $229,364 | $8,715,835 | $8,715,835 |
| BLDG IMP - 410 W E | $14,867,969 | $1,080,152 | $13,787,817 | $13,787,817 |
| LAND - 225 N ELM S | $2,189,403 | $2,189,403 | $2,117,000 | |
| LAND - 400 W ENGLI | $2,483,000 | $2,483,000 | $2,397,000 | |
| LAND - 410 W ENGLI | $746,867 | $746,867 | $1 | |
| BLDG IMP - 225 N E | $55,550 | $55,550 | $55,550 | |
| BLDG IMP - 400 W E | $2,041,221 | $2,041,221 | $2,041,221 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Document Review/Drafting | $16,810 | $16,810 | |
| General Consultations | $43,089 | $37,229 | $5,860 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI - HP CHAMBER - 0% - 07/01/ | Desc |
| EOY Book Value | $3,500,000 | EOYBookValueAmt |
| EOYFMV | $3,500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $121,252 | $121,252 | |
| Bank Charges | $35 | $35 | |
| Computers/Electronic Devices | $2,856 | $2,856 | |
| Digital Subscriptions | $407 | $407 | |
| EVENT FEES | $2,000 | $2,000 | |
| Foundation Dues & Memberships | $4,570 | $4,570 | |
| PROPERTY INSURANCE | $26,214 | $15,222 | $10,992 |
| Office Supplies | $3,751 | $3,751 | |
| Payroll Processing Fees | $702 | $702 | |
| Postage/Delivery Service | $1,081 | $1,081 | |
| Property Maintenance | $6,340 | $6,340 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANTS OF PUBLICLY TRADED SECURITIES | $1,689,887 |
| RETURNED GRANTS | $9,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $18,381 | $18,381 | |
| PODCAST PRODUCTION FEES | $15,777 | $15,777 | |
| Philanthropic Consulting Srvcs | $41,180 | $41,180 | |
| REAL ESTATE SERVICES | $1,956 | $1,956 | |
| Website Development | $11,450 | $11,450 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF Estimated Tax for 2023 | $154,600 | ||
| 990-PF Extension for 2022 | $3,600 | ||
| Property Taxes | $327,056 | $36,739 | $290,317 |