DAVIDSON COUNTY EDUCATION FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON COUNTY EDUCATION FOUNDATION INC (EIN 58-2008178)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202141379349307319
- Schema version
- 2019v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T15:12:53-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560817345 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turlington and Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1697 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272931697 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582008178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Davidson County Education | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3369050976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 444 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272930444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Craig Bullins | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3369050976 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John D Huneycutt | PreparerPersonNm |
| PTIN | P00747305 | PTIN |
| Phone | 3362496856 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Carolyn Bell | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 444 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272930444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $133,977 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.dcefnc.org | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | Foundation | OtherOrganizationDsc |
| Formation | 1991 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | To provide scholarships and programs to further the education of the youth of Davidson County. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,633 | PYContributionsGrantsAmt |
| CY Contributions Grants | $121,820 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,318 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,334 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,498 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,031 | CYOtherRevenueAmt |
| PY Total Revenue | $62,449 | PYTotalRevenueAmt |
| CY Total Revenue | $128,123 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $44,944 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,926 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,382 | PYOtherExpensesAmt |
| CY Other Expenses | $12,253 | CYOtherExpensesAmt |
| PY Total Expenses | $56,326 | PYTotalExpensesAmt |
| CY Total Expenses | $20,179 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $107,944 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $524,554 | TotalAssetsBOYAmt |
| Total Assets EOY | $632,498 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $524,554 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $632,498 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Davidson County Education Foundation is a non-profit, volunteer organization dedicated to the enrichment of educational opportunities in Davidson County. Our mission is to provide and support innovative programs that benefit the students of Davidson County. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,629 | ExpenseAmt |
| Revenue | $118,480 | RevenueAmt |
| Desc | Provided college scholarships to Davidson County students and summer camps to students (June 2020 camps were canceled due to COVID), but they were planned until March 2020. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,550 | ExpenseAmt |
| Grant | $4,550 | GrantAmt |
| Revenue | $2,400 | RevenueAmt |
| Desc | Provided mini-grants to Teachers and Principals | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,179 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Craig Bullins | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362496856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 East Center Street | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27292 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Carolyn Bell | ||||||
| President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Kathy Koonts | ||||||
| Vice-President | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Keena Arrowood | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Lori Redmond | ||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Craig Bullins | ||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Margaret King | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Lisa Paul | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Larry Whicker | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Carla Carrick | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Frady | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Sam Barefoot | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Randall Parks | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| David Varner | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Gibbs | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Teresa Huffman | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Linda McKay | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| April Coggins | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Judi Boggs | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Carrie Craven | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Liz Roland | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Londa Pickett | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Lisa Smith | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dan Tricarico | ||||||
| Director | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Emily Lipe | ||||||
| Ex-Officio Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Beck | ||||||
| Ex-Officio Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Tamera Holcomb | ||||||
| Ex-Officio Member | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Laura Koonts | ||||||
| Adminstrative Director | 2.00 | Yes (X) | $6,200 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $6,200 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $121,820 | AllOtherContributionsAmt |
| Total Contributions | $121,820 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,334 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,334 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,302 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,854 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,448 | TotalRevenueColumnAmt |
| Exclusion | $11,448 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Returned Scholarships | 900099 | $2,600 | $2,600 |
| Investment Gain/Loss | 523000 | -$15,079 | -$15,079 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$12,479 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $128,123 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$5,145 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,448 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,926 | TotalAmt |
| Program Services | $7,926 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $800 | TotalAmt |
| Program Services | $800 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,843 | TotalAmt |
| Program Services | $2,843 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $994 | TotalAmt |
| Program Services | $994 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,925 | TotalAmt |
| Program Services | $1,925 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Coordinator expense | $4,808 | $4,808 |
| Other | $883 | $883 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,179 | TotalAmt |
| Program Services | $20,179 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,275 | BOYAmt |
| EOY | $51,660 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,311 | BOYAmt |
| EOY | $281,055 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,812 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,156 | BOYAmt |
| EOY | $299,783 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,554 | BOYAmt |
| EOY | $632,498 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,554 | BOYAmt |
| EOY | $632,498 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,554 | BOYAmt |
| EOY | $632,498 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,554 | BOYAmt |
| EOY | $632,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $107,944 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,820 | CurrentTaxYearAmt |
| Total | $318,041 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,657 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,191 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,740 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $121,820 | CurrentTaxYearAmt |
| Total | $318,041 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $318,041 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,303 | CurrentTaxYearAmt |
| Total | $94,814 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,896 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,303 | CurrentTaxYearAmt |
| Total | $94,814 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $66,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $84,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $62,449 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $128,123 | CurrentTaxYearAmt |
| Total | $412,855 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.77030 | PublicSupportCY509Pct |
| Public Support PY509 | 0.70740 | PublicSupportPY509Pct |
| Investment Income CY | 0.22970 | InvestmentIncomeCYPct |
| Investment Income PY | 0.29260 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $181,951 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (18 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ARK Innovation ETF | $12,836 | F |
| Direxion NASDAQ 100 Equal Weighted Index | $27,731 | F |
| Flexshares STOXX Global Board INFRA | $14,579 | F |
| Goldman Sachs ActiveBeta Intl Equity | $11,646 | F |
| Ishares Edge MSCI Min Volatility Global ETF | $14,626 | F |
| Ishares Morningstar Multi Asset Income ETF | $11,966 | F |
| Ishares Edge MSCI USA Momentum Factor ETF | $18,733 | F |
| Ishares Edge MSCI Intl Momentum Factor ETF | $18,790 | F |
| Invesco Russell 1000 Dynamic Multifactor ETF | $12,015 | F |
| Listed Overlay Large Cap Equity ETF | $18,568 | F |
| First Truist Exchange Traded Fund III PFD SECS & Income ETF | $18,402 | F |
| Sector Healthcare Select Sector SPDR ETF | $14,210 | F |
| SPDR Series Trust S&P Homebuilders ETF | $17,867 | F |
| SPDR S&P Insurance ETF | $12,198 | F |
| SPDR S&P Transportation ETF | $15,329 | F |
| Vanguard Value ETF | $32,964 | F |
| Wisdomtree Intl Quality Dividend Growth ETF | $12,271 | F |
| Wisdomtree Intl Equity Fund ETF | $15,052 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $299,783 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Walk-Run 5K | Event1Nm |
| Gross Receipts Event1 | $17,302 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $17,302 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $5,854 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $17,302 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $17,302 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,854 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,854 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $11,448 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships for students | 4 | $2,500 |
| Mini grants for teachers and principals | 16 | $4,550 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | A copy of this return was approved by the current Board President and Finance Committee chair. |
| Form 990, Part VI, Section C, line 19 | The Foundation provides all the governing documents and financial statements available to the public upon request. |