THE WILSON FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE WILSON FAMILY FOUNDATION (EIN 56-2042058)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-08-29
- IRS object ID
- 202512419349100211
- Schema version
- 2024v5.1
- 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 Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-29T12:38:46-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 994625061 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRI ADVISORS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7025 ALBERT PICK RD STE 300 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27409 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562042058 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 3368813600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2278 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEANNE EBEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3368813600 | PhoneNum |
| Signature | 2025-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA L WALSH | PreparerPersonNm |
| PTIN | P00012605 | PTIN |
| Phone | 3362729777 | PhoneNum |
| Preparation | 2025-06-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,270,918 | 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 |
| Dividends Rev And Expnss | $1,310,754 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,310,754 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,638,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,633,904 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,638,020 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,948,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,948,774 | 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 | $1,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $165,068 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $165,068 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,845 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,665 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $189,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,358 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,742,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,742,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,931,538 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,358 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,742,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,017,236 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,764,416 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,017,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,040,156 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,040,156 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,875,559 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,869,911 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $53,230,762 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $16,892,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,910,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,270,918 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $16,892,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,910,067 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,892,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,910,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,892,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,910,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,892,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,017,236 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,910,067 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,910,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DISNEY WALT CO COM | P | 1993-05-07 | 2024-04-25 | $110,665 | $12,568 | $98,097 | $98,097 |
| DUPONT DE NEMOURS INC | P | 2008-08-20 | 2024-04-25 | $167,244 | $98,025 | $69,219 | $69,219 |
| FORTUNE BRANDS HOME & SEC INC | P | 1992-07-15 | 2024-04-25 | $583,404 | $101,184 | $482,220 | $482,220 |
| HALEON PLC SPON ADS | P | 1985-10-29 | 2024-04-25 | $92,692 | $81,692 | $11,000 | $11,000 |
| ITT INC | P | 1983-10-20 | 2024-04-25 | $340,745 | $35,629 | $305,116 | $305,116 |
| INTEL CORP COM | P | 1995-11-28 | 2024-04-25 | $550,327 | $439,125 | $111,202 | $111,202 |
| KYNDRYL HOLDINGS INC COMMON STOCK | P | 1976-07-13 | 2024-04-25 | $27,333 | $23,388 | $3,945 | $3,945 |
| MASTERBRAND INC COMMON STOCK | P | 1992-07-15 | 2024-04-25 | $134,009 | $17,025 | $116,984 | $116,984 |
| MICROSOFT CORP COM | P | 2004-04-08 | 2024-04-25 | $972,584 | $62,453 | $910,131 | $910,131 |
| S&P GLOBAL INC | P | 2004-09-22 | 2024-04-25 | $2,480,365 | $234,288 | $2,246,077 | $2,246,077 |
| VANGUARD SMALL CAP GROWTH ETF | P | 2009-11-13 | 2024-04-25 | $1,992,918 | $460,091 | $1,532,827 | $1,532,827 |
| VANGUARD MID-CAP ETF | P | 2006-11-02 | 2024-04-25 | $500,757 | $146,594 | $354,163 | $354,163 |
| VANGUARD TOTAL STOCK MARKET INDEX | P | 2009-04-30 | 2024-04-25 | $994,970 | $176,637 | $818,333 | $818,333 |
| XYLEM INC | P | 1983-10-20 | 2024-04-25 | $685,891 | $107,185 | $578,706 | $578,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,638,020 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,825 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $121,825 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $121,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,234 | 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 | $24,234 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,941 | EsPenaltyAmt |
| Tax Due | $102,532 | TaxDueAmt |
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 | PINNACLE BANK | IndividualWithBooksNm |
| Phone | 3368813600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N MAIN STREET | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| HENRY WILSON III | ||||||||
| 4830 SPORTSMAN DRIVE | ANCHORAGE | AK | 99502 | SECRETARY | 5.00 | $0 | $0 | $0 |
| DAVID WILSON | ||||||||
| 1016 CLUB COMMONS CIRCLE | ATLANTA | GA | 30319 | VICE-PRESIDENT | 5.00 | $0 | $0 | $0 |
| AMY WILSON SCOTT | ||||||||
| PO BOX 15150 | JACKSON | WY | 83002 | PRESIDENT | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PRESELECTED CHARITABLE ORGANIZATIONS AND DOES NOT ACCEPT UNSOLICITED REQUESTS FOR FUNDS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $52,867,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,284,187 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,151,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,151,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $827,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,324,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,716,216 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,716,216 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121,825 | TotalTaxAmt |
| Distributable Before Adj | $2,594,391 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,594,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,594,391 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,742,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,742,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,594,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $136,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $136,599 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,742,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,594,391 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $147,609 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $284,208 | 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 | $284,208 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $136,599 | ExcessFromYear1Amt |
| Excess From Current Year | $147,609 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALASKA COMMUNITY FOUNDATION | ||||||||
| 3201 C STREET SUITE 110 | ANCHORAGE | AK | 99503 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 | |
| ALASKA'S CHILDRENS TRUST | ||||||||
| 6591 A ST 110 | ANCHORAGE | AK | 99518 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| ALLIANCE FOR CHOICE IN EDUCATION | ||||||||
| 1201 E COLFAX AVE 302 | DENVER | CO | 802182269 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| ALYESKA SKI CLUB | ||||||||
| PO BOX 1070 | GIRDWOOD | AK | 99587 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| ALZEHEIMER'S DISEASE RESOURCE AGENCY-AK | ||||||||
| 1750 ABBOTT RD | ANCHORAGE | AK | 99507 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| AMERICAN LEGION DEPARTMENT OF NC CHARITIES INC | ||||||||
| PO BOX 26657 | RALEIGH | NC | 26657 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $250,000 | |
| ATLANTA CHILDREN'S SHELTER INC | ||||||||
| PO BOX 54322 | ATLANTA | GA | 30308 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| ATLANTA COMMUNITY FOOD BANK INC | ||||||||
| 732 JOSPEH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| ATLANTA LEGAL AID SOCIETY INC | ||||||||
| 54 ELLIS STREET NE | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| ATLANTA MUSIC PROJECT INC | ||||||||
| 883 DILL AVE SW | ATLANTA | GA | 30310 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 | |
| ATLANTA UNION MISSION | ||||||||
| 2353 BOLTON RD | ATLANTA | GA | 30318 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| BABY2BABY | ||||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| BEAN'S CAFE INC | ||||||||
| PO BOX 100940 | ANCHORAGE | AK | 99510 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $40,000 | |
| BLACK MOUNTAIN HOME FOR CHILDREN | ||||||||
| 80 EDEN LAKE RD | BLACK MOUNTAIN | NC | 28711 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| BOYS AND GIRLS CLUB ALASKA | ||||||||
| 2300 W 36TH AVE | ANCHORAGE | AK | 99517 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $15,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| CALDWELL COUNCIL ON ADOLESCENT HEALTH | ||||||||
| PO BOX 575 | LENOIR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| CALDWELL COUNTY YOLKFELLOW | ||||||||
| PO BOX 2422 | LENOIR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| CALDWELL HALFWAY HOUSE INC | ||||||||
| 951 KENHAM PLACE | LENIOR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| CALDWELL HERITAGE MUSEUM | ||||||||
| 112 VAIDEN ST | LENOIR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| CALDWELL MEMORIAL HOSPITAL FOUNDATION | ||||||||
| PO BOX 1890 | LENOIR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| CARE INC | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 221168070 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| CDC FOUNDATION | ||||||||
| 600 PEACHTREE STREET NE STE 1000 | ATLANTA | GA | 30308 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| CHALLENGE ALASKA | ||||||||
| 3350 COMMERCIAL DRIVE STE 208 | ANCHORAGE | AK | 99501 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| CHATTAHOOCHEE RIVERKEEPER INC | ||||||||
| 916 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 | |
| CHILDREN'S HEALTHCARE OF ATLANTA | ||||||||
| 3395 NORTHEAST EXPRESSWAY STE 100 | ATLANTA | GA | 30341 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 | |
| CHILDREN'S HOPE ALLIANCE | ||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 | |
| CHILDREN'S LEARNING CENTER | ||||||||
| PO BOX 4100 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| CITY OF REFUGE INC | ||||||||
| C/O DEVELOPMENT OFFICE 1300 JOSEPH | ATLANTA | GA | 30314 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | E BOONE BLVD NW |
| CLARKSTON COMMUNITY HEALTH CENTER INC | ||||||||
| 3700 MARKET STREET STE E1 | CLARKSTON | GA | 30021 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| COMMUNITIES IN SCHOOL OF CALDWELL COUNTY INC | ||||||||
| 313 RIDGE ST NW | LENIOR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $15,000 | |
| COVENANT HOUSE | ||||||||
| PO BOX 100620 | ANCHORAGE | AK | 995100620 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $12,500 | |
| CUMBERLAND RIVER COMPACT INC | ||||||||
| 35 PEABODY STREET 305 | NASHVILLE | TN | 37210 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| CURESEARCH FOR CHILDRENS CANCER | ||||||||
| 4600 EAST-WEST HIGHWAY | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $15,000 | |
| DANA-FARBER CANCER INSTITUTE | ||||||||
| 10 BROOKLINE PLACE WEST 6TH FLOOR | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100,000 | |
| DARTMOUTH | ||||||||
| 14 ENGINEERING DRIVE | HANOVER | NH | 03755 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| DEERFIELD ACADEMY | ||||||||
| PO BOX 306 | DEERFIELD | MA | 01342 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| DENISON UNIVERSITY | ||||||||
| PO BOX 716 | GRANVILLE | OH | 43023 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| DENVER CHANCELLOR'S FUND | ||||||||
| C/O DENVER UNIVERSITY OF COLORADO | DENVER | CO | 80217 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | FDN PO BOX 17126 |
| DIAMOND ALUMNI FOUNDATION | ||||||||
| 205 E DIMOND BLVD 593 | ANCHORAGE | AK | 99515 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $40,000 | |
| DOWNTOWN DRIGGS COMMUNITY ASSOCIATION | ||||||||
| PO BOX 1286 | DRIGGS | ID | 83422 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| DUKE UNIVERSITY | ||||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $16,000 | |
| EMORY UNIVERSITY-SCHOOL OF LAW | ||||||||
| 1301 CLIFTON ROAD | ATLANTA | GA | 30322 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| ENGINEERS WITHOUT BORDERS USA INC | ||||||||
| 1031 33RD ST STE 210 | DENVER | CO | 80205 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| FOOD BANK OF ALASKA | ||||||||
| 2121 SPAR AVENUE | ANCHORAGE | AK | 99501 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| FOOTHILLS CONSERVANCY OF NORTH CAROLINA | ||||||||
| PO BOX 3023 | MORGANTON | NC | 28680 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| FORT DEFIANCE INC | ||||||||
| PO BOX 686 | LENOIR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| FRIENDS OF PAC | ||||||||
| PO BOX 2195 | PINEDALE | WY | 82941 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $15,000 | |
| GEORGIA LEGAL SERVICES PROGRAM INC | ||||||||
| 104 MARIETTA ST SW STE 250 | ATLANTA | GA | 303032743 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| GIRDWOOD NORDIC SKI CLUB | ||||||||
| PO BOX 337 | GIRDWOOD | AK | 99587 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| GLOBAL HEALTH ACTION INC | ||||||||
| 1190 WEST DRUID HILLS DRIVE NE STE | ATLANTA | GA | 30329 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | 145 |
| GOOD SAMARITAN HEALTH CENTER | ||||||||
| 1015 DONALD LEE HOLLOWELL PARKWAY | ATLANTA | GA | 30318 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| GORDIE CENTER | ||||||||
| PO BOX 800139 | CHARLOTTESVILLE | VA | 22908 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| GREAT LAND TRUST | ||||||||
| PO BOX 101272 | ANCHORAGE | AK | 99510 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| HABITAT FOR HUMANITY ANCHORAGE | ||||||||
| 1057 W FIREWEED LANE STE 103 | ANCHORAGE | AK | 99503 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| HABITAT FOR HUMANITY IN ATLANTA INC | ||||||||
| 824 MEMORIAL DR SE | ATLANTA | GA | 30316 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| HABITAT FOR HUMANITY OF CALDWELL COUNTY | ||||||||
| PO BOX 1341 | LENIOR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| HABITAT FOR HUMANITY OF THE GREATER TETON AREA | ||||||||
| PO BOX 4197 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| HARPETH CONSERVANCY | ||||||||
| 215 JAMESTOWN PARK STE 101 | BRENTWOOD | TN | 37027 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| HARVARD | ||||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 | |
| HELPING HANDS CLINIC | ||||||||
| 810 HARPER AVE NW | LENIOR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| JACKSON HOLE CHILDREN'S MUSEUM | ||||||||
| PO BOX 995 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| JAMES C HARPER SCHOOL OF PERFORMING ARTS | ||||||||
| PO BOX 390 | LENOIR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| KENT PLACE SCHOOL | ||||||||
| 42 NORWOOD AVENUE | SUMMIT | NJ | 07902 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| LA LECHE LEAGUE INTERNATIONAL | ||||||||
| 110 HORIZON DRIVE STE 210 | RALEIGH | NC | 27615 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| LAAMISTAD INC | ||||||||
| 3434 ROSWELL RD NE | ATLANTA | GA | 30305 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 | |
| LEES MCRAE COLLEGE | ||||||||
| PO BOX 128 | BANNER ELK | NC | 28604 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| LENOIR SOUP KITCHEN | ||||||||
| PO BOX 1054 | LENOIR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 | |
| MERCY CARE FOUNDATION INC | ||||||||
| 5134 PEACHTREE ROAD | CHAMBLEE | GA | 30341 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVE 5TH FLOOR | NORWALK | CT | 06851 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUITON | $15,000 | |
| NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN | ||||||||
| 699 PRINCE ST | ALEXANDRIA | VA | 22314 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| NATIONAL MUSEUM OF WILDLIFE ART | ||||||||
| PO BOX 6825 | JACKSON | WY | 83002 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $15,000 | |
| NATURE CONSERVANCY | ||||||||
| 715 L STREET STE 100 | ANCHORAGE | AK | 99502 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| NC DISASTER RELIEF FUND | ||||||||
| 1130 KILDARE ROAD STE 100 | CARY | NC | 27511 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150,000 | |
| NORDIC SKI ASSOCIATION OF ANCHORAGE | ||||||||
| 203 W 15TH AVE 204 | ANCHORAGE | AL | 99501 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| NORTH CAROLINA WILDLIFE HABITAT FOUNDATION INC | ||||||||
| PO BOX 29187 | GREENSBORO | NC | 27429 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| OCEANA INC | ||||||||
| 1025 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 996 | FREDERICK | MD | 217059942 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $15,000 | |
| PAW'S OF JACKSON HOLE | ||||||||
| PO BOX 13033 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 | |
| PINEDALE FINE ARTS COUNCIL | ||||||||
| PO BOX 1586 | PINEDALE | WY | 82941 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| PINGRY CORPORATION | ||||||||
| 131 MARTINSVILLE RD | BASKING RIDGE | NJ | 079202709 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| PRESBYTERIAN CHURCH OF JACKSON HOLE | ||||||||
| PO BOX 7530 | JACKSON | WY | 83002 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $27,000 | |
| PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| PROVIDENCE ALASKA FOUNDATION | ||||||||
| PO BOX 196604 | ANCHORAGE | AK | 99519 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $55,000 | |
| SHELTER HOME OF CALDWELL COUNTY | ||||||||
| PO BOX 426 | LENOIR | NC | 28645 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| SNAKE RIVER FUND | ||||||||
| PO BOX 7033 | JACKSON | WY | 83002 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| ST JOHN'S HOSPITAL FOUNDATION | ||||||||
| PO BOX 428 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 | |
| ST ANDREWS PRESBYTERIAN COLLEGE | ||||||||
| 1700 DOGWOOD MILE | LAURINBURG | NC | 28352 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| SUBLETTE COUNTY HEALTH FOUNDATION | ||||||||
| PO BOX 627 | PINEDALE | WY | 82941 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $155,000 | |
| TENNESSEE RIVERKEEPER INC | ||||||||
| PO BOX 2594 | DECATUR | AL | 35602 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| TETON LITERACY CENTER | ||||||||
| PO BOX 465 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $60,000 | |
| TETON YOUTH & FAMILY SERVICES | ||||||||
| PO BOX 2631 | JACKSON | WY | 83001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| THE CARTER CENTER | ||||||||
| 453 FREEDOM PKWY | ATLANTA | GA | 30307 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100,000 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE STE 1300 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| THE MADERIA SCHOOL INC | ||||||||
| 8328 GEORGETOWN PIKE | MCCLEAN | VA | 22102 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| TROUT UNLIMITED | ||||||||
| 1777 N KENT STREET STE 100 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| UNC HEALTH FOUNDATION | ||||||||
| 123 W FRANKLIN STREET STE 510 | CHAPEL HILL | NC | 27516 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $200,000 | |
| UNION PRESBYTRIAN SEMINARY | ||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| UNITED METHODIST COMMITTEE ON RELIEF | ||||||||
| 458 PONCE DE LEON AVE NE | ATLANTA | GA | 30308 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| UNIVERSITY OF ALASKA FOUNDATION | ||||||||
| 1815 BRAGAW ST | ANCHORAGE | AK | 99508 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $35,000 | |
| UNIVERSITY OF DENVER STURM COLLEGE OF LAW | ||||||||
| PO BOX 910585 | DENVER | CO | 802910585 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| US FUND FOR UNICEF | ||||||||
| 1447 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $150,000 | |
| VANDERBILT UNIVERSITY - OWEN SCHOOL OF MANAGEMENT | ||||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| PMB 407727 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| WAKE FOREST BAPTIST HEALTH OFFICE OF PHILANTHROPY | ||||||||
| PO BOX 571021 | WINSTON SALEM | NC | 27157 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $15,000 | |
| WELLESLEY COLLEGE | ||||||||
| 106 CENTRAL ST | WELLESLEY | MA | 02481 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $51,000 | |
| WESTMINSTER SCHOOLS INC | ||||||||
| 1424 WEST PACES FERRY ROAD NW | ATLANTA | GA | 30327 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 402 WOODBERRY STATION | WOODBERRY FOREST | VA | 22989 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| WORLD FOOD PROGRAM USA | ||||||||
| 1725 I STREET NW STE 510 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $25,000 | |
| WYOMING COMMUNITY FOUNDATION | ||||||||
| 1472 NORTH FIFTH STREET STE 201 | LARAMIE | WY | 82072 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,742,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,310,754 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,638,020 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,948,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,948,774 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,625 | Amt |
| Net Investment Income | $1,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK INVESTMENTS | StockNm |
| EOY Book Value | $21,869,911 | EOYBookValueAmt |
| EOYFMV | $53,230,762 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $165,068 | Amt |
| Net Investment Income | $165,068 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $22,845 | Amt |
| Net Investment Income | $17,665 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |