PAGE AND GEORGE BRADHAM FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PAGE AND GEORGE BRADHAM FAMILY FOUNDATION (EIN 56-2155753)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-14
- IRS object ID
- 202121349349100327
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-14T08:21:21-05:00 | 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 | 562155753 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAGE & GEORGE BRADHAM FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O US TRUST BANK OF AMERICA NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAGE | BusinessNameControlTxt |
| Phone | 7044831448 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2736 CHERRY LANE | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD B KIZER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8287075376 | PhoneNum |
| Signature | 2021-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | KIZER | 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 | 2021-05-06 | 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 | $970,753 | 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 |
| Dividends Rev And Expnss | $12,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $826 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,731 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,275 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,225 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,925 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,625 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,475 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,475 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,394 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,115 | CashBOYAmt |
| Cash EOY | $4,118 | CashEOYAmt |
| Cash EOYFMV | $4,118 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,156 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,646 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $354,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $370,376 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $794,718 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $219,581 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $149,191 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $155,271 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $587,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $540,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $970,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $587,467 | CapitalStockBOYAmt |
| Capital Stock EOY | $540,331 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $587,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $540,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $587,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $540,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $587,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,394 | ExcessRevenueOverExpensesAmt |
| Other Increases | $258 | OtherIncreasesAmt |
| Subtotal | $540,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $540,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1057.53 COLUMBIA INCOME OPPORTUNITIES FUND | P | 2010-08-11 | 2020-03-09 | $10,047 | $10,000 | $47 | $47 |
| 506.01 COLUMBIA INCOME OPPORTUNITIES FUND | P | 2012-07-17 | 2020-03-09 | $4,807 | $4,908 | -$101 | -$101 |
| 1946.51 DOUBLELINE TOTAL RETURN BOND FUND | P | 2015-12-21 | 2020-03-09 | $21,490 | $21,100 | $390 | $390 |
| 3168.76 DOUBLELINE TOTAL RETURN BOND FUND | P | 2016-04-26 | 2020-03-09 | $34,983 | $34,381 | $602 | $602 |
| 700 VANGUARD TOTAL WORLD STOCK ETF | P | 2017-02-03 | 2020-03-12 | $43,389 | $44,339 | -$950 | -$950 |
| CAPITAL GAINS DIVIDENDS | P | $838 | $838 | $838 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $826 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $101 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $101 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $715 | 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 | $715 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $614 | OverpaymentAmt |
| Applied To ES Tax | $614 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | EDWARD KIZER | IndividualWithBooksNm |
| Phone | 8287075376 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 WESTGATE ROAD | AddressLine1Txt |
| City | ASHEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28806 | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| PAGE B KIZER | ||||||||
| 2736 CHERRY LANE | DENVER | NC | 28037 | CHAIRMAN OF BOARD | 2.00 | $0 | $0 | $0 |
| R EDWARD KIZER JR | ||||||||
| 2736 CHERRY LANE | DENVER | NC | 28037 | SECRETARY | 1.00 | $0 | $0 | $0 |
| EDWARD B KIZER | ||||||||
| 31 WESTGATE ROAD | ASHEVILLE | NC | 28806 | TREASURER | 1.00 | $8,500 | $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 | $814,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,716 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $864,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $864,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $851,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $101 | TotalTaxAmt |
| Distributable Before Adj | $42,480 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,480 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,480 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,480 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $504 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $504 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,480 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,666 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,666 | 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 | $11,666 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A THERAPIST LIKE ME | |||||||
| 34 N ANN ST | ASHEVILLE | NC | 28801 | PC | GENERAL PURPOSE SUPPORT | $500 | |
| ASHEVILLE COUNTY SCHOOLS FOUNDATION | |||||||
| 85 MOUNTAIN STREET | ASHEVILLE | NC | 28802 | PC | GENERAL PURPOSE SUPPORT | $5,000 | |
| BOUNTIFUL CITIES PROJECT | |||||||
| PO BOX 898 | ASHEVILLE | NC | 28802 | PC | GENERAL PURPOSE SUPPORT | $1,000 | |
| CHARLOTTE CENTER FOR URBAN MINISTRY INC | |||||||
| PO BOX 31335 | CHARLOTTE | NC | 28231 | PC | GENERAL PURPOSE SUPPORT | $1,500 | |
| CHARLOTTE RESCUE MISSION | |||||||
| 907 WEST FIRST STREET | CHARLOTTE | NC | 28202 | PC | GENERAL PURPOSE SUPPORT | $1,000 | |
| CHOSEN CHRISTIAN MINISTRIES | |||||||
| 9420 ASHEVILLE HIGHWAY | INMAN | SC | 29349 | PC | GENERAL PURPOSE SUPPORT | $1,000 | |
| CMS FOUNDATION | |||||||
| 4421 STUART ANDREW BOULEVARD SUITE | CHARLOTTE | NC | 28217 | PC | GENERAL PURPOSE SUPPORT | $2,000 | 100 |
| COMPANEROS INMIGRANTES DE LAS MONTANAS EN ACCION | |||||||
| 528 EMMA ROAD | ASHEVILLE | NC | 28806 | PC | GENERAL PURPOSE SUPPORT | $1,000 | |
| CRISIS ASSISTANCE MINISTRY | |||||||
| 500-A SPRATT STREET | CHARLOTTE | NC | 28206 | PC | GENERAL PURPOSE SUPPORT | $10,500 | |
| E2D | |||||||
| PO BOX 1299 | DAVIDSON | NC | 28036 | PC | GENERAL PURPOSE SUPPORT | $4,500 | |
| EAGLE MARKET STREETS DEVELOPMENT CORPORATION | |||||||
| 70 S MARKET ST | ASHEVILLE | NC | 28801 | PC | GENERAL PURPOSE SUPPORT | $1,000 | |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 200 WEST TRADE STREET | CHARLOTTE | NC | 28202 | PC | GENREAL PURPOSE SUPPORT | $1,000 | |
| HORIZONS AT CAROLINA DAY SCHOOL | |||||||
| 1345 HENDERSONVILLE ROAD | ASHEVILLE | NC | 28803 | PC | GENERAL PURPOSE SUPPORT | $1,000 | |
| LEAF COMMUNITY ARTS | |||||||
| 377 LAKE EDEN RD | BLACK MOUNTAIN | NC | 28711 | PC | GENERAL PURPOSE SUPPORT | $2,500 | |
| LOAVES AND FISHES INC | |||||||
| 648 GRIFFITH RD SUITE B | CHARLOTTE | NC | 28217 | PC | GENERAL PURPOSE SUPPORT | $7,500 | |
| MOUNTAINTRUE | |||||||
| 29 NORTH MARKET STREET | ASHEVILLE | NC | 28801 | PC | GENERAL PURPOSE SUPPORT | $1,500 | |
| OPEN DOORS OF ASHEVILLE | |||||||
| 2953 PULLMAN STREET | SANTA ANA | CA | 927055840 | PC | GENERAL PURPOSE SUPPORT | $2,500 | |
| THE DISCOVERY LAND COMPANY FOUNDATION | |||||||
| 257 NORTH CANON DRIVE THIRD FLOOR | BEVERLY HILLS | CA | 90210 | PC | GENERAL PURPOSE SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,500 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $826 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,731 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,731 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $149,191 | EOYBookValueAmt |
| EOYFMV | $155,271 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $370,376 | EOYBookValueAmt |
| EOYFMV | $794,718 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR ACCRUED INCOME | Desc |
| Amt | $258 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $5,200 | Amt |
| Net Investment Income | $5,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |