LIVE LOVE SERVE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LIVE LOVE SERVE FOUNDATION (EIN 81-0990159)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-08-23
- IRS object ID
- 201902359349100015
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-23T12:46:15-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810990159 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIVE LOVE SERVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIVE | BusinessNameControlTxt |
| Phone | 7047053736 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4112 OLD PINEVILLE ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28217 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GUPTON | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7047053736 | PhoneNum |
| Signature | 2019-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2019-08-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $873,012 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $559,205 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $122 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $122 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,199 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,199 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,290 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,290 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$27 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $588,789 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,611 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,130 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,065 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,065 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,111 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,111 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,270 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,270 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $99 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,354 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,176 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $394,934 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $394,934 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,354 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $406,110 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $176,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $421,888 | CashBOYAmt |
| Cash EOY | $473,746 | CashEOYAmt |
| Cash EOYFMV | $473,746 | CashEOYFMVAmt |
| Other Investments BOY | $322,276 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $399,266 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $399,266 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $744,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $873,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $873,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $744,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $873,012 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $744,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $873,012 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $744,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $873,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $744,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $176,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $921,027 | SubtotalAmt |
| Other Decreases | $48,015 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $873,012 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CVS HEALTH CORPORATION | P | 2018-05-10 | 2018-09-19 | $15,950 | $12,460 | $3,490 | $3,490 |
| CVS HEALTH CORPORATION | P | 2018-06-01 | 2018-09-19 | $80 | $66 | $14 | $14 |
| CVS HEALTH CORPORATION | P | 2018-09-20 | $41 | $34 | $7 | $7 | |
| CENTURYLINK INCORPORATED | P | 2018-09-18 | $623 | $544 | $79 | $79 | |
| CENTURYLINK INCORPORATED | P | 2018-03-23 | 2018-09-18 | $11,530 | $7,935 | $3,595 | $3,595 |
| CENTURYLINK INCORPORATED | P | 2018-09-14 | 2018-09-19 | $4 | $4 | $0 | $0 |
| IRIDIUM COMMUNICATIONS INCORPORATED | P | 2018-05-16 | 2018-08-07 | $4,000 | $2,330 | $1,670 | $1,670 |
| LORD ABBETT MULTI-ASSET INCOME FUND | P | 2017-04-21 | 2018-07-20 | $2,000 | $1,933 | $67 | $67 |
| CAPITAL GAINS DIVIDENDS | P | $11,368 | $11,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,290 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $371,017 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $383,429 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.967629 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $171,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $196,744 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.870293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $197,000 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 1.837922 | TotalDistributionRt |
| Average Distribution | 0.612641 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $573,679 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $351,459 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $243 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $351,702 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $406,110 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $57 | OverpaymentAmt |
| Applied To ES Tax | $57 | 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 | WWW.LLSFOUNDATION.COM | WebsiteAddressTxt |
| Individual With Books | WILLIAM R GUPTON | IndividualWithBooksNm |
| Phone | 9192478545 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1122 OBERLIN RD SUITE 214 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHRISTINE LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BETH RESTITUTO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| COLLEEN LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TOMMY LONGO | ||||||||
| 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM GUPTON | ||||||||
| 1122 OBERLIN RD SUITE 214 | RALEIGH | NC | 27605 | SECRETARY & TREASURER | 1.00 | $2,130 | $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 | $394,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $582,415 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $582,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $573,679 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,684 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,684 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243 | TotalTaxAmt |
| Distributable Before Adj | $28,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,441 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,441 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $406,110 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $406,110 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $243 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $405,867 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $161,307 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $351,972 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $513,279 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $406,110 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,441 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $377,669 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $890,948 | 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 | $890,948 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $161,307 | ExcessFromYear2Amt |
| Excess From Year1 | $351,972 | ExcessFromYear1Amt |
| Excess From Current Year | $377,669 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID LONGO | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID LONGO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4110 OLD PINEVILLE ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7047053736 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION MAY BE ACCESSED AT LLSFOUNDATION.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE FOR DETAILS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A GIVING SPIRIT FOUNDATION | ||||||
| PO BOX 815 | DAVIDSON | NC | 28036 | PC | GENERAL PURPOSE SUPPORT | $1,000 |
| BRITTANY VALLE | ||||||
| 1917 WILMORE DRIVE | CHARLOTTE | NC | 28203 | I | GENERAL PURPOSE SUPPORT | $1,000 |
| CABWAYLINGO APPALACHIAN MINISTRY INC | ||||||
| PO BOX 81 | DUNLOW | WV | 255110081 | PC | GENERAL PURPOSE SUPPORT | $12,000 |
| CAINE HALTER YMCA | ||||||
| 721 CLEVELAND STREET | GREENVILLE | SC | 29601 | PC | GENERAL PURPOSE SUPPORT | $1,500 |
| CATHOLIC CHARITIES DIOCESE OF CHARLOTTE | ||||||
| 1123 SOUTH CHURCH STREET | CHARLOTTE | NC | 28203 | PC | GENERAL PURPOSE SUPPORT | $5,000 |
| COLSON CENTER FOR CHRISTIAN WORLD VIEW | ||||||
| 44180 RIVERSIDE PKY STE 202 | LANSDOWNE | VA | 20176 | PC | GENERAL PURPOSE SUPPORT | $60,000 |
| COMMUNITY BUILDING INITATIVE | ||||||
| 601 EAST FIFTH STREET SUITE 330 | CHARLOTTE | NC | 28202 | PC | GENERAL PURPOSE SUPPORT | $26,500 |
| COOKIES FOR KIDS CANCER | ||||||
| 209 DELBURG STREET SUITE 103 | DAVIDSON | NC | 28036 | PC | GENERAL PURPOSE SUPPORT | $10,000 |
| FEEDING THE ORPHANS | ||||||
| 21 CENTER PARK DRIVE | KNOXVILLE | TN | 37922 | PC | GENERAL PURPOSE SUPPORT | $5,000 |
| HEAL CHARLOTTE | ||||||
| 325 ORHARD TRACE LANE | CHARLOTTE | NC | 28213 | PC | GENERAL PURPOSE SUPPORT | $5,000 |
| HEALING HORSES | ||||||
| 850 PORTER RANCH ROAD | LANCASTER | SC | 29710 | PC | GENERAL PURPOSE SUPPORT | $1,000 |
| HEBRON COLONY MINISTRIES | ||||||
| 356 OLD TURNPIKE ROAD | BOONE | NC | 28607 | PC | GENERAL PURPOSE SUPPORT | $2,500 |
| IMMACULATE CONCEPTION CHURCH | ||||||
| 35 MOUNTAIN AVE | SOMERVILLE | NJ | 08876 | PC | MOTHER'S RETREAT - MEMORY ANNE KRUGER | $5,000 |
| JAMES CAVANAUGH | ||||||
| SAVANNAH COLLEGE OF ART DESIGN | SAVANNAH | GA | 31402 | I | SCHOLARSHIP | $10,000 |
| JAZZ ARTS INITIATIVE | ||||||
| 345 COLLEGE STREET SUITE 405B | CHARLOTTE | NC | 28202 | PC | GENERAL PURPOSE SUPPORT | $5,000 |
| JOHN CAVANAGH | ||||||
| 8 BARBIERI COURT | RARITAN | NJ | 08869 | I | SCHOLARSHIP | $500 |
| ESTATE OF ANNE KRUGER | ||||||
| 8520 TONAWANDA DRIVE | CHARLOTTE | NC | 28277 | PC | GENERAL PURPOSE SUPPORT | $15,334 |
| LAURA E CAVANAUGH | ||||||
| PO BOX 416942 | BOSTON | MA | 022416942 | I | SCHOLARSHIP | $10,000 |
| LAW ENFORCEMENT UNITED | ||||||
| PO BOX 14097 | CHESAPEAKE | VA | 23325 | PC | GENERAL PURPOSE SUPPORT | $5,000 |
| LOVE LIFE CHARLOTTE | ||||||
| PO BOX 12214 | CHARLOTTE | NC | 28203 | PC | GENERAL PURPOSE SUPPORT | $75,000 |
| MS SOCIETY | ||||||
| 3101 INDUSTRIAL DRIVE SUITE 210 | RALEIGH | NC | 27609 | PC | GENERAL PURPOSE SUPPORT | $15,000 |
| PAM SANSEVIERI | ||||||
| 7115 SCUPPERNON CT | CHARLOTTE | NC | 28215 | I | GENERAL PURPOSE SUPPORT | $5,000 |
| REV FRANCIS O'ROURKE | ||||||
| 3016 PROVIDENCE ROAD | CHARLOTTE | NC | 28211 | I | GENERAL PURPOSE SUPPORT | $2,000 |
| REV MONSIGNOR MAURICIO WEST | ||||||
| 1123 SOUTH CHURCH STREET | CHARLOTTE | NC | 28203 | I | GENERAL PURPOSE SUPPORT | $4,000 |
| REV PATRICK HOARE | ||||||
| PO BOX 49349 | CHARLOTTE | NC | 28277 | I | GENERAL PURPOSE SUPPORT | $4,000 |
| REV TIMOTHY REID | ||||||
| 3635 PARK ROAD | CHARLOTTE | NC | 28209 | I | GENERAL PURPOSE SUPPORT | $2,000 |
| SISTERS OF MERCY | ||||||
| 4330 W VICKERY BLVD 150 | FORT WORTH | TX | 76107 | PC | GENERAL PURPOSE SUPPORT | $1,000 |
| ST MATTHEWS CATHOLIC CHURCH | ||||||
| PO BOX 49349 | CHARLOTTE | NC | 28277 | PC | GENERAL PURPOSE SUPPORT | $25,000 |
| SYVANNA CROSBY | ||||||
| 3724 MILLER RIDGE ROAD | CONNELLY SPRINGS | NC | 28612 | I | GENERAL PURPOSE SUPPORT | $2,000 |
| VAPOR MINISTRIES | ||||||
| 35 MOUNTAIN AVE | SOMERVILLE | NJ | 08876 | PC | GENERAL PURPOSE SUPPORT | $75,000 |
| YMCA GREATER CLT | ||||||
| 1 THUNDERBIRD LANE | LAKE WYLIE | SC | 29710 | PC | CAMP THUNDERBIRD | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $394,934 | 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 | $122 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,199 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,185 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,105 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Related Or Exempt Function Incm | -$27 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,506 | ExclusionAmt |
| Related Or Exempt Function Incm | $13,078 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,584 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (3 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| TRUTH AND PROSPERITY INC | |
| SECTION 527 ORG. | COMMON CONTROL |
| NC PROMOTION AND DEVELOPMENT FUND | |
| 501(C)(4) | COMMON CONTROL |
| THE BETTER HOUR FOUNDATION INC | |
| 501(C)(4) | COMMON CONTROL |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ONECBI LLC DBA CBI | ||||||
| 1 | 4020 YANCEY ROAD | CHARLOTTE | NC | 28217 | $330,000 | Yes (X) |
| CBI SERVICES OF NC INC | ||||||
| 2 | 4020 YANCEY ROAD | CHARLOTTE | NC | 28217 | $100,100 | Yes (X) |
| DAVID LONGO | ||||||
| 3 | 4112 OLD PINEVILLE ROAD | CHARLOTTE | NC | 28217 | $101,000 | Yes (X) |
| CHARLIS BROCK | ||||||
| 4 | 324 WELLINGSHIRE CT | MATTHEWS | NC | 28105 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GREERWALKER | CategoryTxt |
| Amt | $10,111 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,111 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RAYMOND JAMES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $399,266 | BookValueAmt |
| EOYFMV | $399,266 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $48,015 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $99 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Revenue And Expenses Per Books | -$27 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$27 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $4,270 | Amt |
| Net Investment Income | $4,270 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAYMENT | CategoryTxt |
| Amt | $382 | Amt |
| Net Investment Income | $19 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |