D F HALTON FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- D F HALTON FOUNDATION INC (EIN 56-1591985)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-10
- IRS object ID
- 202212839349101211
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-10T15:16:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 9707286864 | 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 | BARKSDALE F HALTON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9707286864 | PhoneNum |
| Signature | 2022-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARKSDALE | PersonFirstNm |
| Person Last | HALTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
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 | 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 | $1,000,687 | 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 | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,000,045 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $45 | 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 | $1,004,625 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,004,625 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,004,625 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,004,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $995,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,267 | CashBOYAmt |
| Cash EOY | $1,000,687 | CashEOYAmt |
| Cash EOYFMV | $1,000,687 | CashEOYFMVAmt |
| Total Assets BOY | $5,267 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,000,687 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,000,687 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,267 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,000,687 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,267 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,687 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,267 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,000,687 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,267 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $995,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,000,687 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,000,687 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1 | 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 | $1 | 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 | BARKSDALE F HALTON | IndividualWithBooksNm |
| Phone | 7043722541 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | $431,869 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $431,869 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $431,869 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,478 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $425,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $21,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,004,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,004,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $974,196 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $979,986 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $987,414 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,028,315 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $997,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,967,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,004,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $983,356 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,950,749 | 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 | $974,196 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,976,553 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $979,986 | ExcessFromYear4Amt |
| Excess From Year3 | $987,414 | ExcessFromYear3Amt |
| Excess From Year2 | $1,028,315 | ExcessFromYear2Amt |
| Excess From Year1 | $997,482 | ExcessFromYear1Amt |
| Excess From Current Year | $983,356 | 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 | 1530 QUEENS RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043722541 | 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 (40 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 |
| AMERICAN RED CROSS | |||||
| 2425 PARK ROAD | CHARLOTTE | NC | 28203 | TO ASSIST WITH THE RED CROSS'S GLOBAL RELIEF EFFORTS | $25,000 |
| ASPIRE CAROLINAS | |||||
| 91 HUBBARD ST | BELMONT | NC | 28012 | TO FUND PROGRAMS TO ASSIST CHILDREN WITH LEARNING DIFFERENCE AND ASPERGER'S IN THE CHARLOTTE REGION | $54,000 |
| BLUMENTHAL PERFORMING ARTS | |||||
| 130 N TRYON ST | CHARLOTTE | NC | 28202 | TO ENHANCE CULTURAL OPPORTUNITIES IN THE CHARLOTTE AREA | $5,000 |
| BRUCE IRON CAMP FUND | |||||
| 601 E 5TH ST 500 | CHARLOTTE | NC | 28202 | TO PROMOTE THE BICF'S MISSION OF PROVIDING SUMMER EDUCATION AND RECREATING FOR LOW-INCOME CHILDREN | $1,000 |
| CATAWABA LANDS CONSERVATORY | |||||
| 105 WEST MOREHEAD STREET SUITE B | CHARLOTTE | NC | 28202 | TO HELP PROTECT THE NATURAL RESOURCES OF SOUTHWESTERN NORTH CAROLINA | $250 |
| CHARLOTTE 49ERS ATHLETIC FOUNDATION | |||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | TO ASSIST IN THE CONSTRUCTION OF A NEW FIELD HOUSE FOR THE CHARLOTTE 49ERS FOOTBALL PROGRAM | $6,000 |
| CHARLOTTE BALLET | |||||
| 622 E 28TH ST 113 | CHARLOTTE | NC | 28205 | TO ASSIST WITH EXPENSES ASSOCIATED WITH PRODUCING DANCE PERFORMANCES | $75,000 |
| CHARLOTTE HOUSING AUTHORITY SCHOLARSHIP FUND | |||||
| 400 EAST BOULEVARD | CHARLOTTE | NC | 28203 | TO PROVIDE SCHOLARSHIPS FOR CHILDREN LIVING IN CHARLOTTE'S PUBLIC HOUSING COMMUNITIES | $5,000 |
| 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 |
| CHARLOTTE THEATRE SOCIETY | |||||
| 501 QUEENS ROAD | CHARLOTTE | NC | 28207 | TO PROMOTE THEATRE THROUGHOUT THE CHARLOTTE AREA | $5,000 |
| 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 | $100 |
| 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 | $150 |
| FRIENDSHIP TRAYS | |||||
| 2401 DISTRIBUTION STREET A | CHARLOTTE | NC | 28203 | TO HELP FEED ELDERLY AND INFIRM MEMBERS OF THE CHARLOTTE COMMUNITY | $100 |
| GALAPAGOS CONSERVANCY | |||||
| 11105 FAIRFAX BLVD 408 | FAIRFAX | VA | 22030 | TO PROMOTE THE CONSERVATION OF THE NATURAL RESOURCES OF THE GALAPAGOS ISLANDS | $100 |
| GOOD FRIENDS | |||||
| PO BOX 165 | MORRISVILLE | PA | 19067 | TO ASSIST IN PROVIDING TREATMENT FOR THOSE RECOVING FROM SUBSTANCE ABUSE | $2,000 |
| HABITAT FOR HUMANITY CHARLOTTE | |||||
| 3815 LATROBE DRIVE | CHARLOTTE | NC | 28211 | TO BUILD HOMES FOR FAMILIES IN NEED | $1,000 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | TO PROVIDE LIVESTOCK TO CREATE ECONOMIC OPPORTUNITIES FOR FAMILIES IN DEVELOPING COUNTRIES | $2,000 |
| HISTORIC ROSEDALE | |||||
| 3427 N TRYON STREET | CHARLOTTE | NC | 28206 | TO ASSIST IN THE PRESERVATION AND RESTORATION OF THE HISTORIC ROSEDALE PLANTATION | $14,500 |
| INTERNATIONAL MIDWIFE ASSISTANCE | |||||
| PO BOX 2672 | EUGENE | OR | 97402 | TO ASSIST IMA WITH RAISING THE STANDARDS OF MATERNAL AND INFANT HEALTH ACROSS THE GLOBE | $350,000 |
| MITEY RIDERS | |||||
| 455 PROVIDENCE ROAD SOUTH | WEDDINGTON | NC | 28173 | TO OFFER THERAPEUTIC RIDING AND EQUINE-ASSISTED ACTIVITIES TO SPECIAL NEEDS CHILDREN | $7,500 |
| NC OUTWARD BOUND SCHOOL | |||||
| 2582 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | TO PROMOTE OUTDOOR EDUCATION FOR YOUTH | $250 |
| PIEDMONT NATURAL GAS (SHARE THE WARMTH FUND) | |||||
| PO BOX 35469 | CHARLOTTE | NC | 28254 | TO ASSIST CAROLINAS RESIDENTS IN NEED WITH WINTER HEATING BILLS | $100 |
| QUEENS UNIVERSITY OF CHARLOTTE | |||||
| 1900 SELWYN AVE | CHARLOTTE | NC | 28274 | TO ASSIST IN PROVIDING SCHOLARSHIPS | $11,500 |
| 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 | $2,000 |
| 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. | $100 |
| ST JOHNS BAPTIST CHURCH | |||||
| 300 HAWTHORNE LANE | CHARLOTTE | NC | 28204 | IN MEMORY OF ERSKINE HARKEY | $25 |
| 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 COLONNADE SOCIETY (DUKE MANSION) | |||||
| 400 HERMITAGE ROAD | CHARLOTTE | NC | 28207 | TO ASSIST IN THE PRESERVATION AND PROMOTION OF THE HISTORIC DUKE MANSION IN THE QUEENS NEIGHBORHOOD OF CHARLOTTE | $1,500 |
| 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 | $100 |
| UNCC FOUNDATION | |||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | TO HELP PROVIDE SCHOLARSHIPS FOR STUDENTS ATTENDING THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | $15,000 |
| US OLYMPIC COMMITTEE | |||||
| 1 OLYMPIC PLAZE | COLORODO SPRINGS | CO | 80909 | TO HELP PROVIDE TRAINING OPPORTUNITIES FOR THE OLYMPIC ATHLETES OF THE UNITED STATES | $300 |
| VETERANS BRIDGE HOME | |||||
| 2200 EAST 7TH STREET | CHARLOTTE | NC | 28204 | TO HELP CHARLOTTE VETERANS SUCCESSFULLY TRANSITION HOME AFTER MILITARY SERVICE | $5,000 |
| WDAV | |||||
| 423 N MAIN STREET | DAVIDSON | NC | 28036 | TO PROMOTE PUBLIC RADIO IN THE DAVIDSON AREA | $100 |
| WING HAVEN | |||||
| 248 RIDGEWOOD AVENUE | CHARLOTTE | NC | 28209 | TO ASSIST THE GARDENS AT WING HAVEN WITH OPERATING EXPENSES | $50,000 |
| WOMEN EXECUTIVE FOR COMMUNITY SERVICE | |||||
| PO BOX 221033 | CHARLOTTE | NC | 28222 | TO PROVIDE SCHOLARSHIPS TO NEED BASED WOMEN FOR NON TRADITIONAL STUDENTS | $200 |
| WTVI PBS CHARLOTTE | |||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | FOR THE PROMOTION OF PUBLIC TELEVISION IN THE GREATER CHARLOTTE AREA | $52,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,004,625 | 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 | $45 | 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 | $45 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
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 | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |