MIKE & CAROLYN JONES FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MIKE & CAROLYN JONES FOUNDATION (EIN 20-1997491)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-24
- IRS object ID
- 202200839349100105
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-24T07:51:11-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH 3RD STREET FIFTH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201997491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL K JONES & CAROLYN N JONES | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9106534001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL K JONES | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9106534001 | PhoneNum |
| Signature | 2022-03-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB WAGNER | PreparerPersonNm |
| PTIN | P00037480 | PTIN |
| Phone | 9107629671 | PhoneNum |
| Preparation | 2022-03-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,284,228 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $11,391 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $632,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $207,274 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,391 | 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 |
| Accounting Fees Rev And Expnss | $1,958 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $979 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $979 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,323 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $979 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $979 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $979 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,879 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $168,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,412 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,659 | CashBOYAmt |
| Cash EOY | $5,478 | CashEOYAmt |
| Cash EOYFMV | $5,478 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $261,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $228,049 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $228,049 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $495,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $695,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,050,701 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $761,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $929,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,284,228 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $761,125 | RetainedEarningBOYAmt |
| Retained Earning EOY | $929,218 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $761,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $929,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $761,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $929,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $761,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $168,093 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $929,218 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $929,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES-LT | P | $79,685 | $65,908 | $13,777 | $13,777 |
| PUBLICLY TRADED SECURITIES-ST | P | $553,213 | $571,107 | -$17,894 | -$17,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,117 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $145 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,600 | 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 | $2,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,455 | OverpaymentAmt |
| Applied To ES Tax | $2,455 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MICHAEL K JONES | IndividualWithBooksNm |
| Phone | 9106534001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL K JONES | ||||||||
| 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | CHAIRMAN, TREASURER | 3.00 | $0 | $0 | $0 |
| CAROLYN N JONES | ||||||||
| 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | VICE-CHAIRMAN, SECRETARY | 2.00 | $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 | $737,938 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $143,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $881,118 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $881,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,217 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $867,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145 | TotalTaxAmt |
| Distributable Before Adj | $43,250 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,250 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,250 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,879 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,879 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,250 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,387 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,879 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,387 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $41,758 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL K JONES | ContributingManagerNm |
| Contributing Manager | CAROLYN N JONES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL K JONES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9106534001 | RecipientPhoneNum |
| Form And Info And Materials | NO SET SPECIFICATIONS AT THIS TIME. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFYING DISTRIBUTIONS WILL BE MADE TO CHARITIES PRIMARILY LOCATED IN SOUTHEASTERN NORTH CAROLINA AND NORTHEASTERN SOUTH CAROLINA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHANY CHRISTIAN SERVICES | |||||||
| 1113 44TH AVENUE N SUITE 304 | MYRTLE BEACH | SC | 29577 | NONE | PC | PROTECTING AND ENHANCING THE LIVES OF CHILDREN AND FAMILIES THROUGH QUALITY SOCIAL SERVICES | $200 |
| BOYS AND GIRLS HOMES OF NC | |||||||
| 400 FLEMINGTON DR | LAKE WACCAMAW | NC | 28450 | NONE | PC | TO SUPPORT THE NEEDS OF VULNERABLE CHILDREN BY ADDRESSING THEIR PHYSICAL, EMOTIONAL, SOCIAL, EDUCATIONAL, AND SPIRITUAL NEEDS. | $700 |
| BROOKGREEN GARDENS | |||||||
| PO BOX 3368 | PAWLEYS ISLAND | SC | 29585 | NONE | PC | PRESERVATION OF SOUTH CAROLINA'S NATIVE FLORA AND FAUNA & DISPLAY/PRESERVATION OF GARDEN SCULPTURES | $1,500 |
| CAMPUS OUTREACH - MEISENHEIMERS | |||||||
| 101 ONEIDA CT | CLEMSON | SC | 29631 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $300 |
| COASTAL CAROLINA UNIVERSITY RESEARCH FOUNDATION | |||||||
| PO BOX 261954 | CONWAY | SC | 29528 | NONE | PC | TO SUPPORT COASTAL CAROLINA UNIVERSITY | $2,000 |
| COASTAL RECOVERY CENTER | |||||||
| 1113 44TH AVE | MYRTLE BEACH | SC | 29577 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 |
| COLUMBUS COUNTY COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVE SUITE 460 | RALEIGH | NC | 27612 | NONE | PC | TO FUND THE GRANT FUNDING OF LOCAL CHARITIES AND CAUSES. | $2,000 |
| COLUMBUS JOBS FOUNDATION | |||||||
| PO BOX 456 | WHITEVILLE | NC | 28472 | NONE | PC | TO FUND EVERYDAY ACTIVITIES PROMOTING JOB GROWTH AND CREATION IN COLUMBUS COUNTY. | $1,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 2051 FORESTBROOK ROAD | MYRTLE BEACH | SC | 29588 | NONE | PC | PROVIDING CHRISTIAN MINISTRY SERVICES TO ATHLETES AND COACHES | $300 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1300 N KINGS HWY | MYRTLE BEACH | SC | 29577 | NONE | PC | PROVIDE CHRISTIAN MINISTRY & SUPPORT SERVICES AT THE LOCAL AND GLOBAL LEVELS | $15,000 |
| FREEDOM READERS INC | |||||||
| 1012 16TH AVE N | SURFSIDE BEACH | SC | 29575 | NONE | PC | TO SUPPORT LITERACY OF CHILDREN. | $300 |
| GLOBAL TRAINING NETWORK | |||||||
| 7558 W THUNDERBIRD | PEORIA | AZ | 85381 | NONE | PC | TO FUND EVERYDAY ACTIVITIES TRAINING PASTORS AROUND THE WORLD. | $500 |
| LAKE FOREST CHURCH MISSIONS | |||||||
| 8519 GILEAD RD | HUNTERSVILLE | NC | 28078 | NONE | PC | TO FURTHER THE EXEMPT PURPOSE OF THE ORGANIZATION | $100 |
| LOWER CAPE FEAR LIFECARE | |||||||
| 1414 PHYSICIANS DR | WILMINGTON | NC | 28401 | NONE | PC | TO FUND ACCESS TO THE HIGHEST QUALITY LIFECARE, EDUCATION AND SUPPORTIVE SERVICES TO PATIENTS, FAMILIES AND THE COMMUNITY. | $500 |
| MATTHEW 25 MINISTRIES | |||||||
| 11060 KENWOOD ROAD | CINCINNATI | OH | 45242 | NONE | PC | DISASTER RELIEF & PROVISIONS TO THOSE IN NEED AT THE LOCAL AND GLOBAL LEVELS | $500 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | PC | PROVIDING HIGHER EDUCATION TO STUDENTS AND PREPARING THEM FOR THE PROFESSIONAL WORLD | $4,000 |
| MYRTLE BEACH REGIONAL ECONOMICAL DEVELOPMENT CORPORATION | |||||||
| 2050 HWY 501 EAST BLDG 100 | CONWAY | SC | 29526 | NONE | PC | TO FUND EVERYDAY ACITIVITIES PROMOTING JOB GROWTH AND DEVELOPMENT FOR HORRY COUNTY. | $1,000 |
| NEW DIRECTIONS | |||||||
| PO BOX 2347 | BURLINGTON | NC | 27216 | NONE | PC | RESOURCES TO THOSE WHO SERVED IN THE MILITARY TO LEAD FULFILLING LIVES | $1,000 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | TO FUND OPERATIONS OF PROVIDING SERVICES TO VICTIMS OF WAR, POVERTY, AND NATURAL DISASTERS. | $300 |
| SEA HAVEN FOR GIRLS | |||||||
| PO BOX 600 | NORTH MYRTLE BEACH | SC | 29597 | NONE | PC | SUPPORT SERVICES TO HOMELESS, RUNAWAY, AND AT-RISK YOUTH | $300 |
| TABOR CITY COMMITTEE OF 100 | |||||||
| 103 E 5TH STREET | TABOR CITY | NC | 28463 | NONE | PC | TO FUND EVERYDAY ACIVITIES PROMOTING COMMUNITY DEVELOPMENT WITHIN THE SOCIAL SERVICES SECTOR. | $500 |
| THE ART MUSEUM OF MYRTLE BEACH | |||||||
| 3100 SOUTH OCEAN BOULEVARD | MYRTLE BEACH | SC | 29577 | NONE | PC | PROVIDE EDUCATIONAL PROGRAMS AND ART EXHIBITIONS TO THE COMMUNITY | $500 |
| UNC HEALTH FOUNDATION | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | PC | THE MEDICAL FOUNDATION OF NORTH CAROLINA, INC. SECURES FINANCIAL AND VOLUNTEER RESOURCES FOR THE UNC SCHOOL OF MEDICINE AND UNC HEALTH CARE TO PROVIDE A HEALTHIER FUTURE. | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,391 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,117 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,274 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CAROLYN N JONES | ||||||
| 1 | 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | $100,000 | Yes (X) |
| MICHAEL K JONES | ||||||
| 2 | 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | $100,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $1,940 | $970 | $970 |
| OTHER FEES | $18 | $9 | $9 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $32,009 | $43,404 |
| AMAZON COM INC | $31,122 | $33,343 |
| APPLE INC | $172,718 | $355,140 |
| AT&T INC | $14,042 | $9,840 |
| BED BATH AND BEYOND | $16,218 | $14,580 |
| CONSOLIDATED EDISON INC | $21,234 | $34,128 |
| HONEST CO INC | $7,561 | $4,854 |
| INTERNATIONAL BUS MACH CORP | $90,463 | $106,928 |
| KYNDRYL HLDGS INC | $3,949 | $2,896 |
| LOWE'S COMPANIES INC | $9,973 | $25,848 |
| MICROSOFT CORP | $15,696 | $134,528 |
| PROCTER & GAMBLE CO | $16,226 | $32,716 |
| TRUIST FINANCIAL CORPORATION | $109,806 | $117,100 |
| TWITTER INC | $63,874 | $43,220 |
| WALMART INC | $24,017 | $28,938 |
| WALT DISNEY COMPANY | $29,408 | $30,978 |
| WW INTERNATIONAL INC | $37,375 | $32,260 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATED TAX PAYMENTS | $2,600 | $0 | $0 |
| FEDERAL INCOME TAX | $1,723 | $0 | $0 |