JAMES T & LOUISE R BROYHILL FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAMES T & LOUISE R BROYHILL FOUNDATION INC (EIN 56-1853094)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202143099349100219
- 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 Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T09:18:21-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562004785 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY P ISOM CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1752 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | 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 | 561853094 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES T AND LOUISE R | BusinessNameLine1Txt |
| Business Name Line2 | BROYHILL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3364149855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2841 REYNOLDS DR | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT T BEACH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3364149855 | PhoneNum |
| Signature | 2021-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | BEACH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY P ISOM CPA | PreparerPersonNm |
| PTIN | P01216889 | PTIN |
| Phone | 3368831375 | PhoneNum |
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 | $4,223,862 | 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 |
| Interest On Sav Rev And Expnss | $7,567 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,567 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,928 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,928 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,338 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,338 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,338 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,200 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $324,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,200 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $835 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $835 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $98,868 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,868 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,645 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,645 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,113 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,758 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $175,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $175,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,758 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $175,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,440 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,110 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,328 | CashBOYAmt |
| Cash EOY | $25,219 | CashEOYAmt |
| Cash EOYFMV | $25,219 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $215,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $215,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $215,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $215,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $2,760 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,760 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $1,953,843 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,852,752 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,980,883 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,187,171 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,095,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,223,862 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,187,171 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,095,731 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,187,171 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,095,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,187,171 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,095,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,187,171 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,440 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,095,731 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,095,731 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| P.B. REALTY, LLC - PASSTHRU K-1 | P | $1,298 | $1,298 | $1,298 | |
| P.B. REALTY, LLC - PASSTHRU K-1 | P | -$230 | -$230 | $230 | |
| BMC FUND - 1099-DIV | P | $5,771 | $5,771 | $5,771 | |
| VANGUARD - INTER-TERM INVEST | P | $1,798 | $1,798 | $1,798 | |
| VANGUARD - EUROPEAN STOCK INDEX | P | $160,089 | -$3,481 | -$3,481 | $163,570 |
| VANGUARD - EUROPEAN STOCK INDEX | P | $5,830 | -$127 | -$127 | $5,957 |
| VANGUARD - SHORT-TERM INVEST | P | $150,000 | $2,171 | $2,171 | $147,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,200 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,760 | 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 | $2,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $1,569 | OverpaymentAmt |
| Applied To ES Tax | $1,569 | 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 | MARILYN BEACH | IndividualWithBooksNm |
| Phone | 3364149855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 OCEAN COURSE DRIVE | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN BROYHILL BEACH | ||||||||
| 5 OCEAN COURSE DRIVE | KIAWAH ISLAND | SC | 29455 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EDGAR BROYHILL | ||||||||
| 525 N HAWTHORNE ROAD | WINSTONSALEM | NC | 27104 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARILYN BROYHILL BEACH | ||||||||
| 5 OCEAN COURSE DRIVE | KIAWAH ISLAND | SC | 29455 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARILYN BROYHILL BEACH | ||||||||
| 5 OCEAN COURSE DRIVE | KIAWAH ISLAND | SC | 29455 | TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES T BROYHILL | ||||||||
| 1244 ARBOR ROAD A-410 | WINSTONSALEM | NC | 27104 | CHAIRMAN OF THE BOARD | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $3,321,789 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $215,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,594,403 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,594,403 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,540,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $177,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $177,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,183 | TotalTaxAmt |
| Distributable Before Adj | $175,841 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $175,841 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $175,841 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $175,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $175,841 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $173,827 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $175,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $173,827 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,173 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $174,668 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARILYN B BEACH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 OCEAN COURSE DRIVE | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3364149855 | RecipientPhoneNum |
| Recipient Email Address | MLBBEACH@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO PRESCRIBED FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE PRESENTLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE PRESENTLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABC OF NC | |||||||
| 905 FRIEDBERG CHURCH RD | WINSTONSALEM | NC | 27127 | NONE | PC | UNRESTRICTED | $20,000 |
| ARBOR ACRES HOME CARE | |||||||
| 1240 ARBOR ROAD | WINSTONSALEM | NC | 27104 | NONE | PC | CHRISTMAS FUND | $1,000 |
| ASU FOUNDATION | |||||||
| ASU BOX 32026 | BOONE | NC | 286082026 | NONE | PC | LIBRARY | $10,000 |
| CENTENARY UNITED METHODIST CHURCH | |||||||
| 646 W 5TH ST | WINSTONSALEM | NC | 27101 | NONE | PC | SHINING LIGHT | $4,000 |
| CHILDREN'S LAW CENTER | |||||||
| 8 WEST 3RD STREET | WINSTONSALEM | NC | 27101 | NONE | PC | UNRESTRICTED | $6,000 |
| FORSYTH COUNTRY DAY SCHOOL | |||||||
| 5501 SHALLOWFORD ROAD | LEWISVILLE | NC | 27023 | NONE | PC | UNRESTRICTED | $20,000 |
| NC MUSEUM OF HISTORY | |||||||
| 5 E EDENTON STREET | RALEIGH | NC | 27601 | NONE | PC | UNRESTRICTED | $1,500 |
| OLD SALEM | |||||||
| 900 OLD SALEM ROAD | WINSTONSALEM | NC | 27101 | NONE | PC | MUSEUM AND GARDENS | $1,500 |
| PIEDMONT LAND CONSERVANCY | |||||||
| 1515 W CORNWALLIS DR 205 | GREENSBORO | NC | 27408 | NONE | PC | UNRESTRICTED | $10,000 |
| REYNOLDA HOUSE MUSEUM OF AMERICAN ART | |||||||
| 2250 REYNOLDA ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | UNRESTRICTED | $3,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 3655 REED STREET | WINSTONSALEM | NC | 27107 | NONE | PC | UNRESTRICTED | $5,000 |
| SENIOR SERVICES | |||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | NONE | PC | UNRESTRICTED | $6,000 |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | NONE | PC | BRENNERS NICU | $20,000 |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | NONE | PC | EYE CENTER | $20,000 |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | NONE | PC | PRB FUND | $20,000 |
| WESTLAWN SCHOOL | |||||||
| 410 OAKLAWN AVENUE | WINSTONSALEM | NC | 27103 | NONE | PC | UNRESTRICTED | $25,000 |
| WINSTON-SALEM FOUNDATION | |||||||
| 751 W 4TH ST 200 | WINSTONSALEM | NC | 27101 | NONE | PC | CPRB CIRCLE FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $175,000 | 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 | $7,567 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,928 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,338 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $835 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $835 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $98,033 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,868 | 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 | TIMOTHY P ISOM, CPA, PLLC | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BMC FUND | AT COST | $549,665 | $535,968 |
| VANGUARD GROUP FUNDS | AT COST | $1,204,604 | $3,367,342 |
| PB REALTY, LLC | AT COST | $98,483 | $77,573 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES-BMC FUND/P.B. REALTY | $5,121 | $5,121 | $0 |
| P.B. REALTY, LLC - ORDINARY LOSS | $6,819 | $6,819 | $0 |
| INVESTMENT INTEREST EXPENSE | $54 | $54 | $0 |
| P.B. REALTY, LLC - INVESTMENT FEES | $28 | $28 | $0 |
| MISCELLANEOUS EXPENSE | $91 | $91 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $835 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $835 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $67 | $67 | $0 |
| EXCISE TAXES | $1,578 | $1,578 | $0 |