LUND MCFEELEY FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- LUND MCFEELEY FAMILY FOUNDATION (EIN 20-3649206)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349101037
- Schema version
- 2020v4.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T09:07:31-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561521600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dyer Raines & Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Coltsgate Rd Ste 202 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | 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 | 203649206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUND MCFEELEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUND | BusinessNameControlTxt |
| Phone | 7049055812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470907 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28247 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK JAMES MCFEELEY | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICK JAMES | PersonFirstNm |
| Person Last | MCFEELEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESE M RAINES | PreparerPersonNm |
| PTIN | P00449426 | PTIN |
| Phone | 7046438900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $304,122 | 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 | $30,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $5,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,041 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,041 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $184,681 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,222 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,051 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $66,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,266 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,095 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $3,123 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,123 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $230 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $230 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,738 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $823 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,511 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,511 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,036 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $419 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,057 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,859 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,362 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,859 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,407 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,095 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,739 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,641 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,641 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $254,070 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $150,156 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $249,075 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,239 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,407 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,406 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $269,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $205,204 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $304,122 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,117 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,117 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $269,048 | RetainedEarningBOYAmt |
| Retained Earning EOY | $204,087 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $204,087 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $269,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $205,204 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,096 | ExcessRevenueOverExpensesAmt |
| Other Increases | $135 | OtherIncreasesAmt |
| Subtotal | $204,087 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $204,087 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250.000 SHS GOPRO INC | P | 2014-01-01 | 2020-12-10 | $2,075 | $15,851 | -$13,776 | -$13,776 |
| 100.000 SHS ISHARES U.S. TECHNOLOGY | P | 2015-01-29 | 2020-04-09 | $21,639 | $10,113 | $11,526 | $11,526 |
| VARIOUS MERRILL LYNCH - #02121 S/T G/L | P | 2020-01-01 | 2020-12-31 | $2,875 | $2,931 | -$56 | -$56 |
| VARIOUS MERRILL LYNCH - #02121 L/T G/L | P | 2000-01-01 | 2020-12-31 | $63,718 | $59,895 | $3,823 | $3,823 |
| VARIOUS MERRILL LYNCH - #02122 S/T G/L | P | 2020-01-01 | 2020-12-31 | $9,512 | $8,429 | $1,083 | $1,083 |
| VARIOUS MERRILL LYNCH - #02122 L/T G/L | P | 2000-01-01 | 2020-12-31 | $83,947 | $56,240 | $27,707 | $27,707 |
| VARIOUS MERRILL LYNCH - #02122 OTHER | P | 2020-05-01 | 2020-05-26 | $24 | $24 | $24 | |
| WASH SALE | P | 2000-01-01 | 2020-01-01 | $891 | $891 | $891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,222 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,051 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $450 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $450 | SubtotalAmt |
| Tax Based On Investment Income | $450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $234 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $366 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $150 | OverpaymentAmt |
| Applied To ES Tax | $150 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAUNA LUND MCFEELEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7049055812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470907 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282470907 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICK JAMES MCFEELEY | ||||||
| 4412 FOX BROOK LANE | CHARLOTTE | NC | 28211 | President | 0.00 | $0 |
| SHAUNA LUND MCFEELEY | ||||||
| 4412 FOX BROOK LANE | CHARLOTTE | NC | 28211 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDRAISING EXPENSES FOR JUVENILE DIABETES RESEARCH FOUNDATION SPECIAL EVENTS | Description1Txt |
| Expenses1 | $3,123 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $277,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $287,689 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $287,689 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $283,374 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,169 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,169 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $450 | TotalTaxAmt |
| Distributable Before Adj | $13,719 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,719 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,719 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,588 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $125,588 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $125,588 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,719 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,270 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $98,227 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $135,341 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $112,574 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,495 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $473,907 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,588 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,719 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,869 | RemainingDistriFromCorpusAmt |
| Total Corpus | $585,776 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,270 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $567,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,227 | ExcessFromYear4Amt |
| Excess From Year3 | $135,341 | ExcessFromYear3Amt |
| Excess From Year2 | $112,574 | ExcessFromYear2Amt |
| Excess From Year1 | $109,495 | ExcessFromYear1Amt |
| Excess From Current Year | $111,869 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $105 |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $65,850 |
| CHARLOTTE MECKLENBURG DREAM CENTER | |||||||
| 2229 VILLAGE LAKE DRIVE | CHARLOTTE | NC | 28212 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $25,000 |
| GOLDEN DOOR SCHOLARS | |||||||
| 1101 RED VENTURES DRIVE | FORT MILL | SC | 29707 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $25,000 |
| ASPEN VALLEY SKISNOWBOARD CLUB | |||||||
| 300 AVSC DRIVE | ASPEN | CO | 81623 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $2,500 |
| JIMMIE JOHNSON FOUNDATION | |||||||
| PO BOX 242607 | CHARLOTTE | NC | 28224 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $100 |
| TAM CYCLING | |||||||
| PO BOX 875 | KENTFIELD | CA | 94914 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $500 |
| THE GOOD FELLOWS CLUB INC | |||||||
| 700 PARKWOOD AVE | CHARLOTTE | NC | 28205 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $100 |
| NATIONAL PURPLE HEART HONOR MISSION | |||||||
| PO BOX 559 | WALDEN | NY | 12586 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $150 |
| KOWBOY KREWE FOUNDATION | |||||||
| 2509 MINNIS DRIVE | FORT WORTH | TX | 76117 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $500 |
| LEUKEMIA LYMPHONA SOCIETY | |||||||
| PO BOX 22443 | NEW YORK | NY | 10087 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,305 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $5,041 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,222 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,044 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,266 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PATRICK JAMES MCFEELEY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4412 FOX BROOK LANE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $30,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 140.00 SHS APPLE INC. | AT COST | $10,033 | $18,577 |
| 0.00 SHS GOPRO, INC. | AT COST | ||
| 560.00 SHS ISHARES U.S. TECHNOLOGY | AT COST | $14,159 | $47,645 |
| VARIOUS - M/L #02121 ATTACHMENT | AT COST | $67,952 | $91,961 |
| VARIOUS - M/L #02122 ATTACHMENT | AT COST | $58,012 | $90,892 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM PATRICK J. MCFEELEY | $9,239 | $8,406 | $8,406 |
| Rounding | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CHASE CARD ANNUAL MEMBERSHIP | $95 | $95 | |
| INVESTMENT ADVISORY FEES | $2,874 | $2,874 | |
| MERRILL LYNCH EMA ANNUAL FEE | $150 | $150 | |
| MISCELLANEOUS INVESTMENT EXPENSE | $5 | $5 | |
| NET OVERDRAFT FEES | $7 | $7 | |
| ONLINE PO BOX | $254 | $254 | |
| POSTAGE | $40 | $40 | |
| WIRE TRANSFER FEE | $30 | $30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 50% NONDEDUCTIBLE MEALS | $65 |
| NONTAXABLE DIVIDEND DISTRIBUTIONS | $70 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE - CHASE | Desc |
| EOY Book Value | $1,117 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OSCAR H. LAFUENTE - JDRF | $2,770 | $0 | $0 | $2,770 |
| OTHER MISCELLANEOUS FUNDRAISING COSTS | $353 | $0 | $0 | $353 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK J MCFEELEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4412 FOX BROOK LANE | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2019 FEDERAL TAX EXTENSION | $800 | $800 |
| FOREIGN DIVIDEND TAX | $23 | $23 |
| IRS PENALTY ASSESSMENT | $1,915 |