LIVE LOVE SERVE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LIVE LOVE SERVE FOUNDATION (EIN 81-0990159)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202111339349102141
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T13:27:25-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561434747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | 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 | 810990159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVE LOVE SERVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVE | BusinessNameControlTxt |
| Phone | 7047053736 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4112 OLD PINEVILLE ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GUPTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7047053736 | PhoneNum |
| Signature | 2021-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GUPTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2021-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $725,487 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $292,828 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,262 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,262 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,546 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,257 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,257 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $319,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,065 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,008 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,504 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,504 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,641 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,641 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,589 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,589 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,093 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,905 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $726,621 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $726,621 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $763,619 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,093 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $749,526 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$443,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,972 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $721,339 | CashBOYAmt |
| Cash EOY | $205,595 | CashEOYAmt |
| Cash EOYFMV | $205,595 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $42,196 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $42,196 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $42,196 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $428,594 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $477,696 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $477,696 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,149,933 | TotalAssetsBOYAmt |
| Total Assets EOY | $725,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $725,487 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $26,751 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $26,751 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,123,182 | RetainedEarningBOYAmt |
| Retained Earning EOY | $725,487 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,123,182 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $725,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,149,933 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $725,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,123,182 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$443,726 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,031 | OtherIncreasesAmt |
| Subtotal | $725,487 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $725,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| BANK OF AMERICA LTCG | P | $10,230 | $10,230 | $10,230 |
| BANK OF AMERICA STCG | P | $27 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,257 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $180 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $180 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $33 | 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 | $33 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $147 | 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 | WWW.LLSFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | WILLIAM R GUPTON | IndividualWithBooksNm |
| Phone | 9197194442 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 OBERLIN RD SUITE 214 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27605 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHRISTINE LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH RESTITUTO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLLEEN LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOMMY LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM GUPTON | ||||||||
| 1122 OBERLIN RD SUITE 214 | RALEIGH | NC | 27605 | SECRETARY & TREASURER | 3.00 | $25,008 | $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 | $428,480 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $378,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,196 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $849,549 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $849,549 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,743 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $836,806 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,840 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $180 | TotalTaxAmt |
| Distributable Before Adj | $41,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $749,526 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $749,526 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $749,526 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $161,307 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $351,972 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $377,669 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $605,843 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,496,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $749,526 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $707,866 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,204,657 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,204,657 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $161,307 | ExcessFromYear4Amt |
| Excess From Year3 | $351,972 | ExcessFromYear3Amt |
| Excess From Year2 | $377,669 | ExcessFromYear2Amt |
| Excess From Year1 | $605,843 | ExcessFromYear1Amt |
| Excess From Current Year | $707,866 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LONGO | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID LONGO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4110 OLD PINEVILLE ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7047053736 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION MAY BE ACCESSED AT LLSFOUNDATION.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE FOR DETAILS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CABWAYLINGO APPALACHIAN MISSION | |||||||
| PO BOX 81 | DUNLOW | WV | 255110081 | PC | GENERAL SUPPORT | $15,956 | |
| ST FRANCIS HOSPITAL INC | |||||||
| 1 ST FRANCIS DRIVE | GREENVILLE | SC | 29601 | PC | GENERAL SUPPORT | $2,000 | |
| COMMUNITY BUILDING INITIATIVE | |||||||
| 601 EAST FIFTH STREET SUITE 460 | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $685 | |
| JAZZ ARTS CHARLOTTE | |||||||
| 345 NORTH COLLEGE STREET SUITE 315 | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $600 | |
| THE FAMILY EFFECT | |||||||
| 1400 CLEVELAND STREET | GREENVILLE | SC | 29607 | PC | GENERAL SUPPORT | $1,000 | |
| ASSISTANCE LEAGUE OF CHARLOTTE | |||||||
| 3405 S TRYON ST | CHARLOTTE | NC | 28217 | PC | GENERAL SUPPORT | $5,000 | |
| LIGHTHOUSE FAMILY RETREAT | |||||||
| PO BOX 12052 | KNOXVILLE | TN | 37912 | PC | GENERAL SUPPORT | $2,000 | |
| CHARLOTTE FAMILY HOUSING | |||||||
| 300 HAWTHORNE LANE 3RD FLOOR | CHARLOTTE | NC | 28204 | PC | GENERAL SUPPORT | $5,000 | |
| 24 FOUNDATION | |||||||
| 801 EAST MOREHEAD STREET STE 308 | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $5,000 | |
| ROOF ABOVE | |||||||
| 945 N COLLEGE STREET | CHARLOTTE | NC | 28206 | PC | GENERAL SUPPORT | $10,000 | |
| BEDS FOR KIDS INC | |||||||
| 1800 CAMDEN RD STE 107-17 | CHARLOTTE | NC | 28203 | PC | GENERAL SUPPORT | $5,000 | |
| EMERALD SCHOOL OF EXCELLENCE | |||||||
| 4012 CENTRAL AVE | CHARLOTTE | NC | 28205 | PC | GENERAL SUPPORT | $5,000 | |
| YMCA GREATER CLT CAMP THUNDERBIRD ATTN VANESSA E GARCIA | |||||||
| 400 E MOREHEAD STREET | CHARLOTTE | NC | 28202 | PC | GENERAL SUPPORT | $5,000 | |
| MAKE-A-WISH FOUNDATION | |||||||
| 217 E TREMONT AVE | CHARLOTTE | NC | 28203 | PC | GENERAL SUPPORT | $3,000 | |
| ST MATTHEWS CATHOLIC CHURCH | |||||||
| PO BOX 49349 | CHARLOTTE | NC | 282770077 | PC | GENERAL SUPPORT | $50,000 | |
| HOPEWAY FOUNDATION | |||||||
| 1717 SHARON ROAD WEST | CHARLOTTE | NC | 28210 | PC | GENERAL SUPPORT | $250,000 | |
| THE COLSON CENTER FOR CHRISTIAN WORLDVIEW | |||||||
| PO BOX 62160 | COLORADO SPRINGS | CO | 80962 | PC | GENERAL SUPPORT | $50,000 | |
| SEARCH MINISTRIES | |||||||
| 4330 W VICKERY BLVD 150 | FORT WORTH | TX | 76107 | PC | GENERAL SUPPORT | $10,000 | |
| VAPOR MINISTRIES | |||||||
| 338 TALLADEGA SPRINGS RD | SYLACAUGA | AL | 35151 | PC | GENERAL SUPPORT | $50,000 | |
| REV PATRICK HOARE | |||||||
| PO BOX 49349 | CHARLOTTE | NC | 282770077 | I | GENERAL SUPPORT | $10,000 | |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 35 MOUNTAIN AVE | SOMERVILLE | NJ | 08876 | PC | GENERAL SUPPORT | $5,000 | |
| APPALACHIAN STATE UNIVERSITY | |||||||
| ASU BOX 32014 | BOONE | NC | 286082014 | PC | GENERAL SUPPORT | $10,000 | |
| APPALACHIAN STATE UNIVERSITY | |||||||
| ASU BOX 32014 | BOONE | NC | 286082014 | PC | GENERAL SUPPORT | $15,000 | |
| IMMACULATE CONCEPTION CHURCH | |||||||
| 35 MOUNTAIN AVE | SOMERVILLE | NJ | 08876 | PC | GENERAL SUPPORT | $1,000 | |
| YOUNG BLACK LEADERSHIP ALLIANCE | |||||||
| 416 MCCULLOUGH DRIVE SUITE 215 | CHARLOTTE | NC | 28262 | PC | GENERAL SUPPORT | $33,000 | |
| TRIBUTE CREMATION SOCIETY | |||||||
| 4935 MONROE RD | CHARLOTTE | NC | 28205 | PC | GENERAL SUPPORT | $900 | |
| TOM FELLOWS | |||||||
| 5200 PARK ROAD BLDG 1 - SUITE 104D | CHARLOTTE | NC | 28209 | I | GENERAL SUPPORT | $10,000 | |
| A BETTER WORLD INC | |||||||
| 4527 FREEDOM DRIVE | CHARLOTTE | NC | 28208 | PC | GENERAL SUPPORT | $25,000 | |
| HEBRON COLONY MINISTRIES | |||||||
| 356 OLD TURNPIKE ROAD | BOONE | NC | 28607 | PC | GENERAL SUPPORT | $2,500 | |
| REV TIMOTHY REID | |||||||
| 3635 PARK ROAD | CHARLOTTE | NC | 28209 | I | GENERAL SUPPORT | $2,000 | |
| COOKIES FOR KIDS CANCER | |||||||
| PO BOX 882 | DAVIDSON | NC | 28036 | PC | GENERAL SUPPORT | $50,000 | |
| MS TANYA SUMHOLZ | |||||||
| 1770 E LAS OLS BLVD 402 | FORT LAUDERDALE | FL | 33301 | I | GENERAL SUPPORT | $2,500 | |
| DEANNA DEFREITAS | |||||||
| 1010 MEADOWLARK DRIVE | ROCK HILL | SC | 29732 | I | GENERAL SUPPORT | $2,500 | |
| SELENA GADDY | |||||||
| 4330 GREENBRIAR HILLS PLANTATION | CHARLOTTE | NC | 28277 | I | GENERAL SUPPORT | $2,500 | ROAD |
| GABRIELLA CLARK | |||||||
| 805 MAULDIN ROAD APT 2223 | GREENVILLE | SC | 29607 | I | GENERAL SUPPORT | $2,500 | |
| SALVATORE LOBIONDO | |||||||
| 14507 CROCIANI DRIVE | CHARLOTTE | NC | 28277 | I | GENERAL SUPPORT | $3,800 | |
| COYDE CROCKETT | |||||||
| 1570 SPRINGER CT | ROCK HILL | SC | 29730 | I | GENERAL SUPPORT | $1,800 | |
| MARIE EARP | |||||||
| PO BOX 1346 | BOONE | NC | 28607 | I | GENERAL SUPPORT | $500 | |
| MALLIE HARRIS | |||||||
| 1724 GARDEN TER | CHARLOTTE | NC | 28203 | I | GENERAL SUPPORT | $1,300 | |
| MARIE EARP | |||||||
| PO BOX 1346 | BOONE | NC | 28607 | I | GENERAL SUPPORT | $307 | |
| LANDON RITTERLING | |||||||
| 713 MARSHALL AVE | ANDERSON | SC | 29621 | I | GENERAL SUPPORT | $1,606 | |
| LENITA DEDMON GRIFFIN | |||||||
| 712 CANAL DRIVE CAROLINA | CAROLINA BEACH | NC | 28428 | I | GENERAL SUPPORT | $2,000 | |
| DUANE CUTLIP | |||||||
| 3700 VALLEY PINE COURT | WENDELL | NC | 27591 | I | GENERAL SUPPORT | $2,000 | |
| MS TANYA SUMHOLZ | |||||||
| 1770 E LAS OLS BLVD 402 | FORT LAUDERDALE | FL | 33301 | I | GENERAL SUPPORT | $5,000 | |
| KIMBERLY SIMMONS | |||||||
| 13800 EGRETS NEST DRIVE APT 1619 | JACKSONVILLE | FL | 32258 | I | GENERAL SUPPORT | $2,500 | |
| MULTIPLE PRIMARY SCHOOL STUDENTS | |||||||
| 4020 YANCEY ROAD | CHARLOTTE | NC | 28217 | I | COMPUTERS FOR STUDENTS | $9,502 | |
| DOMINIC SIMMONS | |||||||
| 13800 EGRETS NEST DRIVE APT 1619 | JACKSONVILLE | FL | 32258 | I | GENERAL SUPPORT | $2,470 | |
| BETH REUTER | |||||||
| 6312 REAFIELD DRIVE APT 10 | CHARLOTTE | NC | 28226 | I | GENERAL SUPPORT | $5,000 | |
| LISA GOBLE | |||||||
| 602B NEW HWY 96 | FRANKLIN | TN | 37064 | I | GENERAL SUPPORT | $2,500 | |
| TRIAD CREMATION FUNERAL SERVICES | |||||||
| 2110 VEASLEY STREET | GREENSBORO | NC | 27407 | I | PAID FOR LILLIAN MAE KELLEY | $695 | |
| TAR REH | |||||||
| 3312 TYRONE DRIVE | CHARLOTTE | NC | 28215 | I | GENERAL SUPPORT | $3,000 | |
| VANDERBILT UNIVERSITY | |||||||
| 110 21ST AVENUE SOUTH SUITE 100 | NASHVILLE | TN | 37203 | I | MEGAN RECTOR | $3,000 | BAKER BLDG |
| PEELER JESSICA | |||||||
| 115 SOMERSET STREET | GREENVILLE | SC | 29611 | I | BOD LOAN FORGIVENESS | $10,000 | |
| UNC GREENSBORO | |||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | I | PRIYANKA RAI STUDENT | $5,000 | |
| SAVANNAH COLLEGE OF ART DESIGN | |||||||
| PO BOX 2701 | SAVANNAH | GA | 314022701 | I | JAMES C. CAVANAGH STUDENT | $5,000 | |
| UNC GREENSBORO | |||||||
| PO BOX 26170 | GREENSBORO | NC | 27402 | I | PRIYANKA RAI STUDENT | $5,000 | |
| SAVANNAH COLLEGE OF ART DESIGN | |||||||
| PO BOX 2701 | SAVANNAH | GA | 314022701 | I | JAMES C. CAVANAGH STUDENT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $726,621 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,262 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,546 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,257 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,065 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,065 | 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 | 1 | LineNumberTxt |
| Relationship Statement | N/A | 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 | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NC PROMOTION AND DEVELOPMENT FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | COMMON CONTROL | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DAVID LONGO | ||||||
| 1 | 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | $250,000 | Yes (X) |
| CHARLIS BROCK | ||||||
| 2 | 324 WELLINGSHIRE CT | MATTHEWS | NC | 28105 | $5,100 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,600 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BANK OF AMERICA | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $477,696 | BookValueAmt |
| EOYFMV | $477,696 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,641 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,641 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| POSTAGE AND MAILING | $535 | $0 | $535 |
| WEBSITE EXPENSE | $2,625 | $0 | $2,625 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $46,031 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNEXPENDED FUNDS | Desc |
| BOY Book Value | $26,751 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $1,589 | Amt |
| Net Investment Income | $1,589 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |