RICHARD WOOD AVERILL CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD WOOD AVERILL CHARITABLE TR (EIN 33-6343459)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202001359349101600
- Schema version
- 2019v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T16:00:44-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 336343459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard Wood Averill Charitable Trust aka Richard Wood Averill Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Elizabeth A Tacik | InCareOfNm |
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 5102092001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 25462 | AddressLine1Txt |
| City | Winston Salem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27114 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH A TACIK | PersonNm |
| Person Title | TreasurerTrustee | PersonTitleTxt |
| Phone | 5102092001 | PhoneNum |
| Signature | 2020-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,195,180 | 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 | $1,519 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,519 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $74,168 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,168 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,175 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,975 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,715 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,715 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,866 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,233 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $633 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,323 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,246 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,246 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $189,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $188,569 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,634 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,101 | CashBOYAmt |
| Cash EOY | $38,341 | CashEOYAmt |
| Cash EOYFMV | $38,341 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $20,036 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,047 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $20,047 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,714,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,111,822 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,111,822 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $22,655 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,970 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,970 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,805,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,195,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,195,180 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,805,320 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,195,180 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,805,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,195,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,805,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,195,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,805,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,634 | ExcessRevenueOverExpensesAmt |
| Other Increases | $505,494 | OtherIncreasesAmt |
| Subtotal | $3,195,180 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,195,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$543 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$543 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $170,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,040,204 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $197,866 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,002,127 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065909 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,393 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,830,563 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $176,011 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,005,160 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058570 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $177,652 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,078,129 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057714 | DistributionYr5Rt |
| Total Distribution | 0.303860 | TotalDistributionRt |
| Average Distribution | 0.060772 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,023,770 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $183,761 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $718 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $184,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $188,569 | 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 | $718 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $718 | SubtotalAmt |
| Tax Based On Investment Income | $718 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,082 | OverpaymentAmt |
| Applied To ES Tax | $718 | AppliedToESTaxAmt |
| Refund | $1,364 | RefundAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | false | 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 | Elizabeth A Tacik | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3369462361 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 25462 | AddressLine1Txt |
| City | Winston Salem | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27114 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|
| LAWRENCE H AVERILL | |||||||
| PO Box 25462 | Winston Salem | NC | 27114 | PresidentTrustee | 15.00 | $0 | |
| ELIZABETH A TACIK | |||||||
| PO Box 25462 | Winston Salem | NC | 27114 | TreasurerTrustee | 15.00 | $0 | $2,743 |
| SUZANNE M AVERILL | |||||||
| PO Box 25462 | Winston Salem | NC | 27114 | Trustee | 0.000 | $0 | |
| KATHLEEN MCKAY | |||||||
| PO Box 25462 | Winston Salem | NC | 27114 | Trustee | 0.000 | $0 | |
| ERIC J TACIK | |||||||
| PO Box 25462 | Winston Salem | NC | 27114 | Trustee | 0.000 | $0 | $2,742 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,011,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,236 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,069,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,069,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,023,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $718 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $718 | TotalTaxAmt |
| Distributable Before Adj | $150,471 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $150,471 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $150,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $188,569 | ExpensesAndContributionsAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $188,569 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $718 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $187,851 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $150,471 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,770 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,988 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,727 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $177,601 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $188,569 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,815 | RemainingDistriFromCorpusAmt |
| Total Corpus | $216,416 | TotalCorpusAmt |
| Undistributed Income CY | $717 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $26,770 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,646 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,701 | ExcessFromYear4Amt |
| Excess From Year3 | $45,415 | ExcessFromYear3Amt |
| Excess From Year2 | $48,988 | ExcessFromYear2Amt |
| Excess From Year1 | $27,727 | ExcessFromYear1Amt |
| Excess From Current Year | $38,815 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| George Mason University Foundation | ||||||
| 4400 University Drive MS 1A3 | Fairfax | VA | 22030 | PC | Education | $35,500 |
| Senior Services | ||||||
| 2895 Shorefair Drive | Winston Salem | NC | 27105 | PC | Supprt Civic Charities | $10,620 |
| Philanthropy Roundtable | ||||||
| 1730 M Street NW Ste 601 | Washington | DC | 20036 | PC | Contribution to Charitable Foundation | $1,500 |
| Habitat For Humanity of Forsyth County | ||||||
| 1023 W 14th Street | Winston Salem | NC | 27105 | PC | Assist IndigentDistressed Persons | $9,930 |
| NOVA Wrestling | ||||||
| 3171 Spring Street | Fairfax | VA | 22030 | PC | Support Civic Charities | $2,500 |
| Trellis Supportive Care | ||||||
| 101 Hospice Lane | Winston Salem | NC | 27103 | PC | Medical Purpose | $5,000 |
| Providence | ||||||
| 5790 University Parkway | Winston Salem | NC | 27105 | PC | Support Civic Charities | $2,496 |
| Access Housing Inc | ||||||
| 830 Chesapeak St SE | Washington | DC | 20032 | PC | Assist IndigentDistressed persons | $2,500 |
| Rotary International | ||||||
| 1660 Sherman Ave | Evanston | IL | 60201 | PC | Contribution to Charitible Foundation | $1,000 |
| TYDE YMCA Swim Team | ||||||
| 775 West End Blvd | Winston Salem | NC | 27101 | PC | Support Civic Charities | $2,500 |
| American Red Cross Piedmont Triad of North Carolina | ||||||
| 690 Coliseum Drive | Winston Salem | NC | 27106 | PC | IndigentDistressed Persons | $10,000 |
| Wake Forest Baptist Hospital | ||||||
| PO Box 571012 | Winston Salem | NC | 27157 | PC | Medical Purposes | $7,500 |
| The Children's Inn at NIH | ||||||
| 7 West Drive | Bethesda | MD | 20814 | PC | Medical Purpose | $5,500 |
| The Salvation Army Winston-Salem | ||||||
| PO Box 1205 | Winston Salem | NC | 27102 | PC | BoysGirls Club | $16,200 |
| Alexandria Police Youth Camp | ||||||
| PO Box 25273 | Alexandria | VA | 22313 | PC | Civic Charities | $2,000 |
| Willow Spring Elementary School PTA | ||||||
| 5400 Willow Springs School Road | Fairfax | VA | 22030 | PC | Education | $2,000 |
| Arcola Elementary School PTA | ||||||
| 41740 Tall Cedars Parkway | Aldie | VA | 20105 | PC | Education | $1,000 |
| The Bright Horizons Foundation for Children | ||||||
| 233 Needham St Ste 440 | Newton Upper Falls | MA | 02464 | PC | IndigentDistressed Persons | $1,000 |
| The City of Fairfax Band Association | ||||||
| PO Box 1306 | Fairfax | VA | 22038 | PC | The Arts | $2,000 |
| Bethesda Center for the Homeless | ||||||
| 930 N Patterson Ave | Winston Salem | NC | 27101 | PC | IndigentDistressed Persons | $1,000 |
| Animal Adoption and Rescue Foundation | ||||||
| 311 Harvey Street | Winston Salem | NC | 27103 | PC | Protecting Animal Welfare | $500 |
| Crossnore School and Children's Home | ||||||
| PO Box 249 | Crossnore | NC | 28616 | PC | Assist IndigentDistressed People | $500 |
| Winston-Salem Rescue Mission | ||||||
| PO Box 20424 | Winston Salem | NC | 27120 | PC | Assist IndigentDistressed People | $2,000 |
| Winston-Salem Street School | ||||||
| 630 W Sixth Street Ste 101 | Winston Salem | NC | 27101 | PC | Education | $1,000 |
| Second Harvest Food Bank | ||||||
| 3655 Reed Street | Winston Salem | NC | 27107 | PC | IndigentDistressed Persons | $3,500 |
| Forsyth Humane Society | ||||||
| 4881 Country Club Road | Winston Salem | NC | 27104 | PC | Animal Welfare | $1,000 |
| Winston-Salem Rotary Club's Benevolent Fund | ||||||
| 751 West Fouth Street Ste 200 | Winston Salem | NC | 27101 | PC | Civic Charity | $5,000 |
| Project Pearl | ||||||
| PO Box 25044 | Winston Salem | NC | 27114 | PC | Animal Welfare | $500 |
| Home for our Troops | ||||||
| 6 Main Street | Taunton | MA | 02780 | PC | Charitible Foundation | $500 |
| Patriot PAWS Service Dogs | ||||||
| 254 Ranch Trail | Rockwall | TX | 75032 | PC | Animal Welfare | $1,000 |
| 4 Paws for Ability | ||||||
| 253 Dayton Ave | Xenia | OH | 45385 | PC | Animal Welfare | $500 |
| Wounded Warriors Family Supprt | ||||||
| 11218 John Galt Blvd Ste 103 | Omaha | NE | 68137 | PC | Charitible Foundation | $1,000 |
| Forsyth Tech Foundation | ||||||
| 2100 Silas Creek Parkway | Winston Salem | NC | 27103 | PC | Education | $1,000 |
| Ellie's Hats | ||||||
| 25050 Riding Plaza Ste 130 | Chantilly | VA | 20152 | PC | Children with Cancer | $500 |
| Britepaths | ||||||
| 3959 Pender Drive Ste 200 | Fairfax | VA | 22030 | PC | Families in Crisis | $1,000 |
| Bookmarks | ||||||
| 634 W Fourth Street Ste 110 | Winston Salem | NC | 27101 | PC | Civic Charities | $6,000 |
| Old Salem Museum and Gardens | ||||||
| 600 S Main Street | Winston Salem | NC | 27101 | PC | Education | $10,000 |
| UNCSA Foundation | ||||||
| 1522 South Main Street | Winston Salem | NC | 27127 | PC | Education | $10,000 |
| Special Forces Charitable Trust | ||||||
| PO Box 53 | Essex | CT | 06426 | PC | Familes of Special Forces | $3,000 |
| USO | ||||||
| PO Box 96860 | Washington | DC | 20077 | PC | Warrior and Family Care | $3,000 |
| The Arts Council | ||||||
| 251 North Spruce Street | Winston Salem | NC | 27101 | PC | The Arts | $1,000 |
| Samaritan Ministries of Winston-Salem | ||||||
| 414 E Northwest Blvd | Winston Salem | NC | 27105 | PC | Assist IndigentDistressed Persons | $3,000 |
| Salem College | ||||||
| 601 South Church Street | Winston Salem | NC | 27101 | PC | Education | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,246 | TotalGrantOrContriPdDurYrAmt |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $24,970 | EOYBookValueAmt |
| EOYFMV | $24,970 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Mutual Funds | $2,001,595 | $2,001,595 |
| Exchange Traded Funds | $1,110,227 | $1,110,227 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $20,047 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $20,047 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Office Supplies | $160 | $160 | |
| Investment Expenses | $1,233 | $1,233 | |
| Postage | $170 | $170 | |
| Organization Supprt | $30 | $30 | |
| Utilities | $273 | $273 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Market value increase | Desc |
| Amt | $505,494 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| 2019 Excise Taxes Paid | $2,800 | $2,800 | |
| 2019 Foreign Income Taxes | $1,175 | $1,175 | $1,175 |