WHEAT FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WHEAT FOUNDATION INC (EIN 20-1416734)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-04
- IRS object ID
- 202102479349100500
- Schema version
- 2020v4.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-04T12:43:44-04:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455600165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chepul CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 Larkridge Court | AddressLine1Txt |
| City | Waxhaw | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201416734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHEAT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1Txt |
| City | WAXHAW | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281736855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON M BECKERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7043623328 | PhoneNum |
| Signature | 2021-09-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JASON | PersonFirstNm |
| Person Last | BECKERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John T Chepul | PreparerPersonNm |
| PTIN | P01258586 | PTIN |
| Phone | 7042567118 | PhoneNum |
| Preparation | 2021-09-04 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $265,175 | 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 | $4,593 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,784 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,784 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,197 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,391 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,197 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,574 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,981 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,784 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $535 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $535 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $524 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $524 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $65 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,124 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,124 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,381 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $660 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $372 | CashBOYAmt |
| Cash EOY | $1,231 | CashEOYAmt |
| Cash EOYFMV | $1,231 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,770 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,783 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $103,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $243,161 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,000 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $110,523 | TotalAssetsBOYAmt |
| Total Assets EOY | $120,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $265,175 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $110,523 | RetainedEarningBOYAmt |
| Retained Earning EOY | $120,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $110,523 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $120,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $110,523 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $120,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $110,523 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $120,475 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $120,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS HUNTNGTN BANCSHS INC | P | 2017-10-18 | 2020-07-09 | $3,954 | $7,132 | -$3,178 | -$3,178 |
| 82 SHS TWILIO INC CL A | D | 2018-03-02 | 2020-07-13 | $18,176 | $3,062 | $15,114 | $15,114 |
| CAPITAL GAIN DIST - TIMOTHY PLAN | D | $218 | $218 | $218 | |||
| CAP GAIN DIST - AVE MARIA GROWTH FD | D | $1,043 | $1,043 | $1,043 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,197 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $200 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $200 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $700 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Overpayment | $500 | OverpaymentAmt |
| Applied To ES Tax | $500 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | JASON M BECKERT | IndividualWithBooksNm |
| Phone | 7049968258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1Txt |
| City | WAXHAW | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JASON M BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 28173 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MOLLY V BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 28173 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON M BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 28173 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $178,251 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $195,060 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $195,060 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $192,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $200 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $200 | TotalTaxAmt |
| Distributable Before Adj | $9,407 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,407 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,407 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,407 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $769 | UndistributedIncomePYAmt |
| Qualifying Distributions | $8,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $769 | AppliedToYear1Amt |
| Applied To Current Year | $7,731 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,676 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST ANN CATHOLIC CHURCH | ||||||
| 3635 PARK ROAD | CHARLOTTE | NC | 28209 | PC | DONATION | $7,000 |
| HANDS FOR HAITI | ||||||
| 10913 FAWNLILY STREET | THE WOODLANDS | TX | 77380 | PC | DONATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,784 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,784 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,784 | 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 | 04 | LineNumberTxt |
| Relationship Statement | MAKING CONTRIBUTIONS TO 501C3 ORGANIZATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JASON BECKERT | ||||||
| 1 | 1108 MAPESBURY LANE | WAXHAW | NC | 28173 | $19,162 | Yes (X) |
| JASON BECKERT | ||||||
| 2 | 1108 MAPESBURY LANE | WAXHAW | NC | 28173 | $8,967 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 82 SHARES OF TWILIO INC | $19,162 | 2020-07-13 |
| 2 | 29 SHARES OF INVESCO QQQ TR | $8,967 | 2020-12-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $535 | Amt |
| Net Investment Income | $535 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $535 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NET ORGANIZATIONAL COST | PropertyDesc |
| Acquired | 2004-04-30 | AcquiredDt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,000 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENL DYNAMICS CORP | $6,231 | $6,697 |
| LAM RESEARCH CORP | $5,665 | $37,782 |
| HUNTINGTON BANCSHS INC | $0 | $0 |
| PALO ALTO NETWORKS INC | $6,014 | $17,769 |
| DEERE CO | $7,200 | $11,838 |
| GUARDANT HEALTH INC | $6,244 | $9,666 |
| GENERAC HLDGS INC | $6,025 | $19,330 |
| INTUITIVE SURGICAL INC | $7,110 | $10,635 |
| ROSS STORES INC | $7,127 | $8,351 |
| TWILIO INC | $8,133 | $27,080 |
| TIMOTHY PLAN LARGE MID CAP VAL | $14,868 | $20,793 |
| AVE MARIA GROWTH FUND | $12,267 | $23,411 |
| ISHARES RS 2000 GROWTH | $10,047 | $40,711 |
| INVESCO QQQ TR SER 1 | $1,530 | $9,098 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NET ORGANIZATIONAL COST | CategoryOrItemTxt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,000 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL BROKER FEE | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $524 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $524 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |