DAVID E MAGUIRE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DAVID E MAGUIRE FOUNDATION INC (EIN 54-2133113)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-17
- IRS object ID
- 202011089349101001
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T14:09:50-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 542133113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The David E Maguire Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCH MAGUIRE | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-03-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.194.129.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520201085000017 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-04-17 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2E580382B6EC9A3FAB9C3255FF56957C9676C3F6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D2746C13DFDED97F2954BEA0DC7B7E2EDF81EBF0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,770,553 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $156 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $156 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $526,009 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,680 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,351 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,351 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $134,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,095 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,095 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,883 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $883 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,059 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,059 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,037 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,059 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $139,537 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,559 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $125,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,319 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,406 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $98,759 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $74,441 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $74,541 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,374,650 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,301,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,585,606 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,490,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,486,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,770,553 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,490,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,486,158 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,490,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,486,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,490,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,486,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,490,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,570 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,486,158 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,486,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $526,009 | GrossSalesPriceAmt |
| Cost Or Other Basis | $461,329 | CostOrOtherBasisAmt |
| Gain Or Loss | $64,680 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $64,680 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,680 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,856 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,680,876 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045081 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,280 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,745,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047815 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $143,977 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,626,944 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054808 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $142,387 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,789,586 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051042 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,506 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,015,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048912 | DistributionYr5Rt |
| Total Distribution | 0.247658 | TotalDistributionRt |
| Average Distribution | 0.049532 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,675,937 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $132,545 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,260 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $133,805 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $129,559 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,520 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,520 | SubtotalAmt |
| Tax Based On Investment Income | $2,520 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,124 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,124 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $1,396 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
|---|---|---|---|---|---|---|---|---|
| Lorna Bishop | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Co-Pres | 1.0 | $0 | $0 | $0 |
| March Maguire | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
| Waller T Mathias | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Co- Pres | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,680,646 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,041 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,716,687 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,716,687 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,750 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,675,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,797 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,797 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,520 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,520 | TotalTaxAmt |
| Distributable Before Adj | $131,277 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,277 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,277 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,559 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $129,559 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $129,559 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,277 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $125,762 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $129,559 | QualifyingDistributionsAmt |
| Applied To Year1 | $125,762 | AppliedToYear1Amt |
| Applied To Current Year | $3,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $127,480 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADA JENKINS FAMILIES AND CAREERS DEVELOPMENT CENTE | |||||||
| PO BOX 1842 | DAVIDSON | NC | 28036 | N/A | PC | General & Unrestricted | $2,000 |
| BON SECOURS-ST FRANCIS HEALTH SYSTEM FOUNDATION IN | |||||||
| 1 SAINT FRANCIS DR | GREENVILLE | SC | 29680 | N/A | PC | General & Unrestricted | $25,000 |
| CHILDRENS HOPE ALLIANCE | |||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | N/A | PC | General & Unrestricted | $1,000 |
| CLEMSON COMMUNITY CHURCH | |||||||
| 1004 ANDERSON HWY | PENDLETON | SC | 29670 | N/A | PC | General & Unrestricted | $10,000 |
| CORNELIUS ARTS COMMUNITY CENTER INC | |||||||
| PO BOX 1443 | CORNELIUS | NC | 28031 | N/A | PC | General & Unrestricted | $5,000 |
| DAVIDSON COMMUNITY PLAYERS | |||||||
| PO BOX 76 | DAVIDSON | NC | 28036 | N/A | PC | General & Unrestricted | $7,500 |
| DAVIDSON UNITED METHODIST CHURCH | |||||||
| PO BOX 718 | DAVIDSON | NC | 28036 | N/A | PC | General & Unrestricted | $2,000 |
| EXCHANGE CLUB CENTER FOR THE PREVENTION OF CHILD A | |||||||
| PO BOX 167 | STATESVILLE | NC | 28687 | N/A | PC | General & Unrestricted | $1,000 |
| FOCUS ON THE FAMILY | |||||||
| 8605 EXPLORER DR | COLORADO SPRINGS | CO | 80920 | N/A | PC | General & Unrestricted | $6,500 |
| GLOBAL AIDS INTERFAITH ALLIANCE | |||||||
| 2171 FRANCISCO BLVD E STE I | SAN RAFAEL | CA | 94901 | N/A | PC | General & Unrestricted | $1,000 |
| GREENVILLE SYMPHONY ASSOCIATION | |||||||
| 200 S MAIN ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $2,500 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 20310 N MAIN ST | CORNELIUS | NC | 28031 | N/A | PC | General & Unrestricted | $5,000 |
| HOSPICE & PALLIATIVE CARE CHARLOTTE REGION | |||||||
| 7845 LITTLE AVE | CHARLOTTE | NC | 28226 | N/A | PC | General & Unrestricted | $5,000 |
| LAKES AND BRIDGES CHARTER SCHOOL | |||||||
| PO BOX 1368 | EASLEY | SC | 29641 | N/A | PC | General & Unrestricted | $25,000 |
| MAKE-A-WISH FOUNDATION OF CENTRAL AND WESTERN NORT | |||||||
| 1131 HARDING PL | CHARLOTTE | NC | 28204 | N/A | PC | General & Unrestricted | $5,000 |
| PEACE CENTER FOUNDATION | |||||||
| 101 W BROAD ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $2,500 |
| SAFE HARBOR INC | |||||||
| 429 N MAIN ST | GREENVILLE | SC | 29601 | N/A | PC | General & Unrestricted | $5,000 |
| THE NAVIGATORS | |||||||
| PO BOX 6000 | COLORADO SPRINGS | CO | 80904 | N/A | PC | Clemson University Navigators Staff FUND | $6,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,780 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $64,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,351 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $134,967 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,967 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $100,061 | $234,393 |
| ENBRIDGE INC | $89,062 | $109,334 |
| GOLDMAN SACHS GROUP | $33,658 | $45,986 |
| INTEL CORP | $99,570 | $133,261 |
| ISHARES SHORT MATURITY BOND ET | $318,525 | $318,521 |
| IVA WORLDWIDE FUND CLASS I | $567,388 | $586,444 |
| PIMCO ENHANCED SHORT MATURITY | $300,748 | $300,507 |
| VANGUARD DIVIDEND APPRECIATION | $68,531 | $137,924 |
| VANGUARD ST BOND ETF | $278,766 | $279,754 |
| WELLS FARGO ADVTG ABSLT RETURN | $71,773 | $77,010 |
| WESTERN ASSET EMERGING MARKETS | $121,595 | $127,301 |
| WISDOMTREE DEFA | $132,342 | $128,352 |
| WISDOMTREE EMERGING MARKETS EQ | $119,292 | $106,819 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $74,441 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $74,541 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,034 | $12,034 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $1,351 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,351 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,095 | Amt |
| Net Investment Income | $8,095 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2019 | $1,000 | |
| Foreign Tax Paid | $883 | $883 |