TANNENBAUM-STERNBERGER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TANNENBAUM-STERNBERGER FOUNDATION INC (EIN 56-6045483)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-01-11
- IRS object ID
- 202100119349100120
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-11T12:37:10-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560570567 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D M J & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 703 GREEN VALLEY ROAD SUITE 201 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566045483 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TANNENBAUM-STERNBERGER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TANN | BusinessNameControlTxt |
| Phone | 3362745761 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 41199 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT KLEPFER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3362745761 | PhoneNum |
| Signature | 2020-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY B THABET CPA | PreparerPersonNm |
| PTIN | P01243405 | PTIN |
| Phone | 3362759886 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $15,163,582 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $413 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $413 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $441,665 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $441,665 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,254 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,954,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,254 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $681,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $681,332 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $106,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,950 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $74,550 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,922 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,077 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $4,845 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $693 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $208 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $485 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,390 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,017 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,373 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,558 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,558 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,026 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,368 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,183 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $20,424 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,127 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,297 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,224 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $968 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,256 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,518 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $755 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,763 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,011 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,037 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,974 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $290,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $140,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $143,726 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $602,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $602,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $892,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $140,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $746,059 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$211,289 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $541,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $119,626 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $712,050 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $712,050 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,248,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,906,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,140,959 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $794,615 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $778,947 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,548,622 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $9,688,709 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,243,304 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,761,951 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,387 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,387 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $22 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Total Assets BOY | $15,851,619 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,640,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,163,582 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $15,851,619 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $15,640,330 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,851,619 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,640,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,851,619 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,640,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,851,619 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$211,289 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,640,330 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,640,330 | 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 |
|---|---|---|---|---|---|
| SECURITIES | P | $3,868,257 | $3,715,365 | $152,892 | $152,892 |
| CAPITAL GAINS DIVIDENDS | P | $86,362 | $86,362 | $86,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,254 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $752,959 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,365,386 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043360 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $907,769 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,638,836 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051464 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $719,555 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,087,411 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044728 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $822,804 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,199,527 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050792 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $941,463 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,209,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054707 | DistributionYr5Rt |
| Total Distribution | 0.245051 | TotalDistributionRt |
| Average Distribution | 0.049010 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,426,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $854,054 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $859,467 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $746,059 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,825 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,825 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,475 | OverpaymentAmt |
| Applied To ES Tax | $16,475 | 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 | TSFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | ROBERT O KLEPFER JR | IndividualWithBooksNm |
| Phone | 3362745761 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 WEST WENDOVER AVE SUITE 118 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT O KLEPFER JR | ||||||||
| PO BOX 41199 | GREENSBORO | NC | 27404 | EXECUTIVE DIRECTOR | 30.00 | $100,000 | $0 | $0 |
| SIGMUND I TANNENBAUM MD | ||||||||
| 1805 GRANVILLE ROAD | GREENSBORO | NC | 27408 | DIRECTOR/CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JEANNE L TANNENBAUM | ||||||||
| 2904 WYNNEWOOD DRIVE | GREENSBORO | NC | 27408 | DIRECTOR/VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| NANCY B TANNENBAUM | ||||||||
| 7609 TALBRYN WAY | CHAPEL HILL | NC | 27516 | DIRECTOR/VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN M TANNENBAUM | ||||||||
| 2606 36TH PLACE NW | WASHINGTON | DC | 20007 | DIRECTOR/VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EDWARD C WINSLOW III | ||||||||
| PO BOX 26000 | GREENSBORO | NC | 27420 | DIRECTOR | 1.00 | $2,000 | $0 | $0 |
| MICHAEL L DIAMOND | ||||||||
| 505 ALAMANCE ROAD SUITE 108 | BURLINGTON | NC | 27215 | DIRECTOR/SECRETARY | 1.00 | $2,500 | $0 | $0 |
| LAUREN BECTON | ||||||||
| 829 BRIDGETOWN PASS | MT PLEASANT | SC | 29464 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JACOB E OSTERHOUT | ||||||||
| 295 EAST LONG STREET APT 410 | COLUMBUS | OH | 43215 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES W WHITLEY JR | ||||||||
| 6209 TAMANNARY DRIVE | GREENSBORO | NC | 27455 | DIRECTOR/TREASURER | 1.00 | $2,000 | $0 | $0 |
| JEANNETTE OSTERHOUT | ||||||||
| 89 MURRAY STREET APT 5V | NEW YORK | NY | 100072281 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORGAN STANLEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N GREENE STREET SUITE 1700 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGER | ServiceTypeTxt |
| Compensation | $77,558 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,408,039 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,691,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,691,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $265,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,426,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $871,306 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $871,306 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,825 | TotalTaxAmt |
| Distributable Before Adj | $860,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $860,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $860,481 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $746,059 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $746,059 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $746,059 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $860,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $115,803 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $746,059 | QualifyingDistributionsAmt |
| Applied To Year1 | $115,803 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $630,256 | 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 | $230,225 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT O KLEPFER JR TANNENBAUM-STER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 324 WEST WENDOVER AVE SUITE 118 PO | AddressLine1Txt |
| Address Line2 | BOX 41199 | AddressLine2Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3362745761 | RecipientPhoneNum |
| Form And Info And Materials | A SCHOLARSHIP APPLICANT SHOULD COMPLETE AN OFFICIAL APPLICATION FORM GIVING PERSONAL AND FINANCIAL INFORMATION. A GRANT APPLICANT SHOULD COMPLETE AN OFFICIAL FORM GIVING INFORMATION OF THE APPLICANT AND THE PURPOSE AND COST OF THE PROJECT FOR WHICH FUNDING IS SOUGHT. APPLICATIONS CAN BE FOUND AT THE FOUNDATION'S WEBSITE, WWW.TSFOUNDATION.COM. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | REVOLUTION LODGE SCHOLARSHIP APPLICATIONS- JUNE 1; GRANTS APPLICATIONS ARE CONSIDERED 3 TIMES A YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | REVOLUTION LODGE SCHOLARSHIPS ARE LIMITED TO CHILDREN AND GRANDCHILDREN OF MEMBERS OF THE REVOLUTION MASONIC LODGE, GREENSBORO, NORTH CAROLINA. IN ADDITION, THE FOUNDATION GIVES GRANTS TO VARIOUS EDUCATIONAL INSTITUTIONS FOR SCHOLARSHIPS, WHICH ARE NORMALLY RESTRICTED TO RESIDENTS OF GUILFORD COUNTY AND ARE AWARDED BY THE COLLEGE OR UNIVERSITY. THE FOUNDATION ALSO GIVES GRANTS TO VARIOUS TAX EXEMPT ORGANIZATIONS WHO SUBMIT REQUESTS FOR FUNDS. THESE GRANTS ARE NORMALLY LIMITED TO PROJECTS AND ACTIVITIES SERVING THE PEOPLE OF GUILFORD COUNTY, NORTH CAROLINA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF GREATER GREENSBORO (TANGER CENTER) | ||||||||
| PO BOX 20444 | GREENSBORO | NC | 27420 | NONE | PUBLIC CHARITY | GRANTS | $100,000 | |
| FRIENDS OF JOHN COLTRANE | ||||||||
| PO BOX 2392 | HIGH POINT | NC | 27261 | NONE | PUBLIC CHARITY | GRANTS | $5,000 | |
| TRIAD STAGE INC | ||||||||
| 232 SOUTH ELM STREET | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | GRANTS | $5,000 | |
| NORTH CAROLINA FOLK FESTIVAL | ||||||||
| PO BOX 877 | GREENSBORO | NC | 27402 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| ELSEWHERE INCORPORATED | ||||||||
| 606 SOUTH ELM STREET | GREENSBORO | NC | 27406 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| ACTION GREENSBORO | ||||||||
| 122 NORTH ELM STREET SUITE 11 | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | GRANTS | $35,000 | |
| TRIAD HEALTH PROJECT | ||||||||
| PO BOX 5716 | GREENSBORO | NC | 27435 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| PLANNED PARENTHOOD SOUTH ATLANTIC | ||||||||
| 1704 BATTLEGROUND AVENUE | GREENSBORO | NC | 27408 | NONE | PUBLIC CHARITY | GRANTS | $20,000 | |
| GREENSBORO AQUATIC CENTER | ||||||||
| 1921 WEST GATE CITY BOULEVARD | GREENSBORO | NC | 27403 | NONE | PUBLIC CHARITY | GRANTS | $3,000 | |
| SENIOR RESOURCES OF GUILFORD | ||||||||
| PO BOX 27420 | GREENSBORO | NC | 27420 | NONE | PUBLIC CHARITY | GRANTS | $8,333 | |
| ADULT CENTER FOR ENRICHMENT | ||||||||
| 4100 WELL SPRING DRIVE | GREENSBORO | NC | 27410 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| COURT WATCH OF NORTH CAROLINA | ||||||||
| PO BOX 10971 | GREENSBORO | NC | 27404 | NONE | PUBLIC CHARITY | GRANTS | $5,000 | |
| BIG BROTHERS BIG SISTERS OF THE CENTRAL PIEDMONT | ||||||||
| PO BOX 627 | GREENSBORO | NC | 27261 | NONE | PUBLIC CHARITY | GRANTS | $5,000 | |
| A SIMPLE GESTURE | ||||||||
| PO BOX 4426 | GREENSBORO | NC | 27404 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| NEW ARRIVALS INSTITUTE | ||||||||
| PO BOX 5315 | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | GRANTS | $5,000 | |
| COMMUNITY HOUSING SOLUTIONS | ||||||||
| PO BOX 3341 | GREENSBORO | NC | 27402 | NONE | PUBLIC CHARITY | GRANTS | $7,500 | |
| GUILFORD CHILD DEVELOPMENT | ||||||||
| 1200 ARLINGTON STREET | GREENSBORO | NC | 27404 | NONE | PUBLIC CHARITY | GRANTS | $25,000 | |
| GREENSBORO TENNIS FOUNDATION | ||||||||
| 3802 JAYCEE PARK DRIVE | GREENSBORO | NC | 27455 | NONE | PUBLIC CHARITY | GRANTS | $5,000 | |
| THE SALVATION ARMY | ||||||||
| 1311 S EUGENE STREET | GREENSBORO | NC | 27406 | NONE | PUBLIC CHARITY | GRANTS | $20,000 | |
| OPEN DOOR MINISTRIES | ||||||||
| 400 N CENTENNIAL STREET | HIGH POINT | NC | 27262 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| REACH OUT FIRST | ||||||||
| 707 NORTH EUGENE STREET | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| GREENSBORO URBAN MINISTRY | ||||||||
| 305 WEST LEE STREET | GREENSBORO | NC | 27406 | NONE | PUBLIC CHARITY | GRANTS | $20,000 | |
| BOYS AND GIRLS CLUB OF GREATER HIGH POINT | ||||||||
| 1222 EASTCHESTER DRIVE SUITE 100 | HIGH POINT | NC | 27265 | NONE | PUBLIC CHARITY | GRANTS | $7,500 | |
| FAMILY SERVICES OF THE PIEDMONT | ||||||||
| 315 EAST WASHINGTON STREET | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| RONALD MCDONALD HOUSE | ||||||||
| 101 OLD MASON FARM ROAD | CHAPEL HILL | NC | 27517 | NONE | PUBLIC CHARITY | GRANTS | $7,500 | |
| REACH OUT AND READ | ||||||||
| 1001 SOUTH CHURCH STREET | GREENVILLE | SC | 29601 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| GREENSBORO SCIENCE CENTER | ||||||||
| 4301 LAWNDALE DRIVE | GREENSBORO | NC | 27455 | NONE | PUBLIC CHARITY | GRANTS | $50,000 | |
| GOLF FORE FUN INC | ||||||||
| PO BOX 236 | CLEMMONS | NC | 270120236 | NONE | PUBLIC CHARITY | GRANTS | $5,000 | |
| GREENSBORO HISTORY MUSEUM | ||||||||
| 130 SUMMIT AVENUE | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| TEMPLE EMANUEL | ||||||||
| 1129 JEFFERSON ROAD | GREENSBORO | NC | 27410 | NONE | PUBLIC CHARITY | GRANTS | $10,000 | |
| YOUTH VILLAGES | ||||||||
| 8604 CLIFF CAMERON DRIVE SUITE 152 | CHARLOTTE | NC | 28269 | NONE | PUBLIC CHARITY | GRANTS | $15,000 | |
| GUILFORD COLLEGE (GUILFORD EDGE) | ||||||||
| 5800 WEST FRIENDLY AVENUE | GREENSBORO | NC | 27410 | NONE | PUBLIC CHARITY | GRANTS | $35,000 | |
| BENNETT COLLEGE | ||||||||
| 900 EAST WASHINGTON STREET | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| BENNETT COLLEGE | ||||||||
| 900 EAST WASHINGTON STREET | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90600 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90600 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| ELON UNIVERSITY | ||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| ELON UNIVERSITY | ||||||||
| 2600 CAMPUS BOX | ELON | NC | 27244 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| GREENSBORO COLLEGE | ||||||||
| 815 WEST MARKET STREET | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| GREENSBORO COLLEGE | ||||||||
| 815 WEST MARKET STREET | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| GUILFORD COLLEGE | ||||||||
| 5800 WEST FRIENDLY AVENUE | GREENSBORO | NC | 27410 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| GTCC FOUNDATION | ||||||||
| PO BOX 309 | JAMESTOWN | NC | 27282 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| GTCC FOUNDATION | ||||||||
| PO BOX 309 | JAMESTOWN | NC | 27282 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| HIGH POINT UNIVERSITY | ||||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| HIGH POINT UNIVERSITY | ||||||||
| ONE UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| NC A&T UNIVERSITY FOUNDATION INC | ||||||||
| 1601 EAST MARKET STREET DOWDY | GREENSBORO | NC | 27411 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | ADMINISTRATION BUILDING SUITE 400 |
| NC A&T UNIVERSITY FOUNDATION INC | ||||||||
| 1601 EAST MARKET STREET DOWDY | GREENSBORO | NC | 27411 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | ADMINISTRATION BUILDING SUITE 400 |
| UNC SCHOOL OF THE ARTS | ||||||||
| 1533 SOUTH MAIN STREET | WINSTONSALEM | NC | 27127 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| UNC SCHOOL OF THE ARTS | ||||||||
| 1533 SOUTH MAIN STREET | WINSTONSALEM | NC | 27127 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| NC STATE UNIVERSITY | ||||||||
| 2016 HARRIS HALL CAMPUS BOX 7302 | RALEIGH | NC | 276957302 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| NC STATE UNIVERSITY | ||||||||
| 2016 HARRIS HALL CAMPUS BOX 7302 | RALEIGH | NC | 276957302 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL | ||||||||
| PO BOX 399 | CHAPEL HILL | NC | 275140309 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF NORTH CAROLINA - CHAPEL HILL | ||||||||
| PO BOX 399 | CHAPEL HILL | NC | 275140309 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF NORTH CAROLINA - GREENSBORO | ||||||||
| PO BOX 26170 | GREENSBORO | NC | 274026170 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| UNIVERSITY OF NORTH CAROLINA - GREENSBORO | ||||||||
| PO BOX 26170 | GREENSBORO | NC | 274026170 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| WAKE FOREST UNIVERSITY | ||||||||
| PO BOX 7227 | WINSTONSALEM | NC | 27109 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $4,000 | |
| APPALACHIAN STATE UNIVERSITY | ||||||||
| 287 RIVER STREET | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $750 | |
| APPALACHIAN STATE UNIVERSITY | ||||||||
| 287 RIVER STREET | BOONE | NC | 28607 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $750 | |
| UNIVERSITY OF NORTH CAROLINA - WILMINGTON | ||||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035951 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 | |
| UNIVERSITY OF NORTH CAROLINA - WILMINGTON | ||||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035951 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $602,333 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EASTERN MUSIC FESTIVAL | |||||||
| 200 N DAVIE STREET 303 | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| EASTERN MUSIC FESTIVAL | |||||||
| 200 N DAVIE STREET 303 | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| EASTERN MUSIC FESTIVAL | |||||||
| 200 N DAVIE STREET 303 | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $10,000 |
| COMMUNITIES IN SCHOOLS OF HIGH POINT | |||||||
| PO BOX 6735 | HIGH POINT | NC | 27262 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $2,750 |
| UNITED ARTS COUNCIL OF GREATER GREENSBORO | |||||||
| 200 N DAVIE STREET SUITE 201 | GREENSBORO | NC | 27401 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $100,000 |
| UNIVERSITY OF NORTH CAROLINA - WILMINGTON | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035951 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF NORTH CAROLINA - WILMINGTON | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035951 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF NORTH CAROLINA - WILMINGTON | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035951 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF NORTH CAROLINA - WILMINGTON | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035951 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF NORTH CAROLINA - WILMINGTON | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035951 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 |
| UNIVERSITY OF NORTH CAROLINA - WILMINGTON | |||||||
| 601 SOUTH COLLEGE ROAD | WILMINGTON | NC | 284035951 | NONE | PUBLIC CHARITY | SCHOLARSHIPS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $138,750 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $413 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $441,665 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,254 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $681,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $681,332 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,390 | Amt |
| Net Investment Income | $4,017 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,373 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (19 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| TELEPHONE SYSTEM | 2008-11-18 | $2,223 | $2,223 | SL | 7.000000000000 | $0 | $0 |
| TRADITIONAL EXECUTIVE CHAIR | 2008-12-05 | $350 | $350 | SL | 7.000000000000 | $0 | $0 |
| OFFICE DESK | 2008-12-05 | $1,450 | $1,450 | SL | 7.000000000000 | $0 | $0 |
| 2 DRAWER LATERAL FILE | 2008-12-05 | $550 | $550 | SL | 7.000000000000 | $0 | $0 |
| 72X36 CONFERENCE DESK | 2008-12-05 | $1,050 | $1,050 | SL | 7.000000000000 | $0 | $0 |
| 36X30 CONFERENCE DESK | 2008-12-05 | $550 | $550 | SL | 7.000000000000 | $0 | $0 |
| 2 DRAWER LETTER FILE | 2008-12-05 | $450 | $450 | SL | 7.000000000000 | $0 | $0 |
| 72X36 CONFERENCE TABLE | 2008-12-05 | $750 | $750 | SL | 7.000000000000 | $0 | $0 |
| 10 BURGUNDY CHAIRS | 2008-12-05 | $1,250 | $1,250 | SL | 7.000000000000 | $0 | $0 |
| 2 60" FOLDING TABLE AND 4 STACKING CHAIRS | 2008-12-05 | $210 | $210 | SL | 7.000000000000 | $0 | $0 |
| 76" OPEN SHELF FILES - 2 | 2008-12-05 | $550 | $550 | SL | 7.000000000000 | $0 | $0 |
| 2 76" TRADITIONAL BOOKCASES | 2008-12-05 | $900 | $900 | SL | 7.000000000000 | $0 | $0 |
| 52" TRADITIONAL BOOKCASE | 2008-12-05 | $500 | $500 | SL | 7.000000000000 | $0 | $0 |
| HP LASERJET PRINTER | 2008-12-17 | $250 | $250 | SL | 5.000000000000 | $0 | $0 |
| QUICKBOOKS PRO 2009 - 2 USER | 2008-12-01 | $380 | $380 | SL | 3.000000000000 | $0 | $0 |
| REFRIGERATOR | 2009-01-12 | $232 | $232 | SL | 7.000000000000 | $0 | $0 |
| HP LAPTOP | 2010-06-17 | $596 | $596 | SL | 5.000000000000 | $0 | $0 |
| DELL PROJECTOR | 2010-06-28 | $865 | $865 | SL | 7.000000000000 | $0 | $0 |
| 2 DELL COMPUTERS | 2014-04-19 | $1,281 | $1,259 | SL | 5.000000000000 | $22 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY | BondNm |
| EOY Book Value | $778,947 | EOYBookValueAmt |
| EOYFMV | $1,548,622 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $4,906,029 | EOYBookValueAmt |
| EOYFMV | $10,140,959 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERITRADE | AT COST | $198,829 | $201,968 |
| MORGAN STANLEY | AT COST | $9,044,475 | $2,559,983 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| TELEPHONE SYSTEM | $2,223 | $2,223 | $0 |
| TRADITIONAL EXECUTIVE CHAIR | $350 | $350 | $0 |
| OFFICE DESK | $1,450 | $1,450 | $0 |
| 2 DRAWER LATERAL FILE | $550 | $550 | $0 |
| 72X36 CONFERENCE DESK | $1,050 | $1,050 | $0 |
| 36X30 CONFERENCE DESK | $550 | $550 | $0 |
| 2 DRAWER LETTER FILE | $450 | $450 | $0 |
| 72X36 CONFERENCE TABLE | $750 | $750 | $0 |
| 10 BURGUNDY CHAIRS | $1,250 | $1,250 | $0 |
| 2 60" FOLDING TABLE AND 4 STACKING CHAIRS | $210 | $210 | $0 |
| 76" OPEN SHELF FILES - 2 | $550 | $550 | $0 |
| 2 76" TRADITIONAL BOOKCASES | $900 | $900 | $0 |
| 52" TRADITIONAL BOOKCASE | $500 | $500 | $0 |
| HP LASERJET PRINTER | $250 | $250 | $0 |
| QUICKBOOKS PRO 2009 - 2 USER | $380 | $380 | $0 |
| REFRIGERATOR | $232 | $232 | $0 |
| HP LAPTOP | $596 | $596 | $0 |
| DELL PROJECTOR | $865 | $865 | $0 |
| 2 DELL COMPUTERS | $1,281 | $1,281 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $693 | LegalFeesAmt |
| Net Investment Income | $208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $485 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EQUIPMENT RENTAL AND MAINTENANCE | $5,441 | $1,632 | $3,809 |
| OFFICE SUPPLIES | $2,806 | $842 | $1,964 |
| DUES & MEMBERSHIPS | $1,936 | $581 | $1,355 |
| INSURANCE | $6,377 | $1,913 | $4,464 |
| POSTAGE | $714 | $214 | $500 |
| TELEPHONE | $2,142 | $643 | $1,499 |
| WEBSITE | $15,669 | $0 | $15,669 |
| HOSPITALITY | $702 | $211 | $491 |
| GUIDESTAR | $221 | $0 | $221 |
| BANK FEES | $3 | $1 | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $77,558 | Amt |
| Net Investment Income | $77,558 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $7,718 | $7,718 | $0 |
| PAYROLL TAXES | $8,833 | $2,650 | $6,183 |
| EXCISE TAXES | $6,475 | $0 | $0 |