WHEAT FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WHEAT FOUNDATION INC (EIN 20-1416734)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202031789349101118
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T17:39:59-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455600165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHEPUL CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 LARKRIDGE CT | AddressLine1Txt |
| City | WAXHAW | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201416734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WHEAT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1Txt |
| City | WAXHAW | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281736855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON M BECKERT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7043623328 | PhoneNum |
| Signature | 2020-06-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN T CHEPUL | PreparerPersonNm |
| PTIN | P01258586 | PTIN |
| Phone | 7042567118 | PhoneNum |
| Preparation | 2020-06-26 | PreparationDt |
| 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 | $172,703 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,531 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,085 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,085 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,706 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,706 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,917 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,791 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,002 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $525 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $61 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $65 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $651 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $651 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $651 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,201 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,351 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,256 | CashBOYAmt |
| Cash EOY | $7,142 | CashEOYAmt |
| Cash EOYFMV | $7,142 | CashEOYFMVAmt |
| Corporate Stock BOY | $63,789 | CorporateStockBOYAmt |
| Corporate Stock EOY | $103,381 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $165,561 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,000 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $84,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $110,523 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $84,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $110,523 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $84,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $110,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $84,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $110,523 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $84,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,871 | ExcessRevenueOverExpensesAmt |
| Subtotal | $115,916 | SubtotalAmt |
| Other Decreases | $5,393 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $110,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 77 SHS PAYPAL HOLDINGS INC | P | 2019-01-22 | 2019-07-22 | $8,991 | $7,074 | $1,917 | $1,917 |
| 35 SHS ISHARES US HEALTHCARE PROVID | D | 2009-11-23 | 2019-05-08 | $5,666 | $1,639 | $4,027 | $4,027 |
| 142 SHS ISHARES US HEALTHCARE PROVI | D | 2009-11-23 | 2019-06-24 | $24,126 | $6,651 | $17,475 | $17,475 |
| CAPITAL GAIN DIST - TIMOTHY PLAN | D | $1,934 | $1,934 | $1,934 | |||
| CAP GAIN DIST - AVE MARIA GROWTH FD | D | $353 | $353 | $353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,706 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,917 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $524 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $524 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $524 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | JASON M BECKERT | IndividualWithBooksNm |
| Phone | 7049968258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1Txt |
| City | WAXHAW | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28173 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JASON M BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 28173 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MOLLY V BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 28173 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JASON M BECKERT | ||||||||
| 1108 MAPESBURY LANE | WAXHAW | NC | 28173 | DIRECTOR | 0.00 | $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 |
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) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,891 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $132,906 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $132,906 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,994 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $130,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $524 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $524 | TotalTaxAmt |
| Distributable Before Adj | $6,022 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,022 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,022 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,022 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $453 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $453 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,800 | QualifyingDistributionsAmt |
| Applied To Current Year | $4,800 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $453 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $453 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $769 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RISE AGAINST HUNGER | ||||||
| 3733 NATIONAL DRIVE STE 200 | RALEIGH | NC | 27612 | PC | DONATION | $3,300 |
| HANDS FOR HAITI | ||||||
| 6612 CREEDMOOR RD | RALEIGH | NC | 27613 | PC | DONATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,085 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,085 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,085 | 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 | 04 | LineNumberTxt |
| Relationship Statement | MAKING CONTRIBUTIONS TO 501C3 ORGANIZATIONS | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JASON BECKERT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 MAPESBURY LANE | AddressLine1Txt |
| City | WAXHAW | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $29,854 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 142 SHARES - ISHARES RUSSELL 2000 GROWTH FUND | NoncashPropertyDesc |
| Fair Market Value | $29,854 | FairMarketValueAmt |
| Received | 2019-12-10 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $525 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Net Organizational Cost | PropertyDesc |
| Acquired | 2004-04-30 | AcquiredDt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,000 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENL DYNAMICS CORP | $6,231 | $7,936 |
| LAM RESEARCH CORP | $5,665 | $23,392 |
| HUNTINGTON BANCSHS INC | $7,132 | $7,540 |
| PALO ALTO NETWORKS INC | $6,014 | $11,563 |
| DEERE CO | $7,200 | $7,623 |
| GUARDANT HEALTH INC | $6,244 | $5,861 |
| GENERAC HLDGS INC | $6,025 | $8,550 |
| INTUITIVE SURGICAL INC | $7,110 | $7,685 |
| ROSS STORES INC | $7,127 | $7,917 |
| TWILIO INC | $8,133 | $7,862 |
| TIMOTHY PLAN LARGE MID CAP VAL | $14,186 | $18,389 |
| AVE MARIA GROWTH FUND | $12,267 | $20,824 |
| ISHARES US HEALTHCARE PROVIDER | $0 | $0 |
| ISHARES RS 2000 GROWTH | $10,047 | $30,419 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NET ORGANIZATIONAL COST | CategoryOrItemTxt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,000 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $5,393 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL BROKER FEE | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |