MIKE & CAROLYN JONES FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MIKE & CAROLYN JONES FOUNDATION (EIN 20-1997491)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-07
- IRS object ID
- 202011289349100206
- 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
- Investments Corp Stock Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-07T08:28:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH 3RD STREET FIFTH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28401 | 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 | 201997491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL K JONES & CAROLYN N JONES | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9106534001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL K JONES | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9106534001 | PhoneNum |
| Signature | 2020-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB WAGNER | PreparerPersonNm |
| PTIN | P00037480 | PTIN |
| Phone | 9107629671 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-04 | IPDt |
| IP Tm | 09:21:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $703,317 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,982 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $403,932 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,982 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $251 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $141,607 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,556 | 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 | $1,830 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $915 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $915 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,590 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,739 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,739 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,329 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,654 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $117,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,641 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,408 | CashBOYAmt |
| Cash EOY | $3,131 | CashEOYAmt |
| Cash EOYFMV | $3,131 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,971 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,943 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $325,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $326,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $525,243 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $386,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $504,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $703,317 | 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 | $386,953 | RetainedEarningBOYAmt |
| Retained Earning EOY | $504,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $386,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $504,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $386,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $504,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $386,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $117,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $504,231 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $504,231 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $403,932 | GrossSalesPriceAmt |
| Cost Or Other Basis | $370,950 | CostOrOtherBasisAmt |
| Gain Or Loss | $32,982 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $32,982 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,982 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $466,590 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045451 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $18,001 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $439,528 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040955 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $367,866 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047572 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,214 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $358,430 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $15,671 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $332,673 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047106 | DistributionYr5Rt |
| Total Distribution | 0.226320 | TotalDistributionRt |
| Average Distribution | 0.045264 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $545,628 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,697 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $406 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,103 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,654 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $813 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $813 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $53 | 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 | MICHAEL K JONES | IndividualWithBooksNm |
| Phone | 9106534001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL K JONES | ||||||||
| 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | CHAIRMAN, TREASURER | 3.00 | $0 | $0 | $0 |
| CAROLYN N JONES | ||||||||
| 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | VICE-CHAIRMAN, SECRETARY | 2.00 | $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 |
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 | $490,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,319 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $553,937 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $553,937 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $545,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $813 | TotalTaxAmt |
| Distributable Before Adj | $26,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $26,468 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $26,468 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,654 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $22,654 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $22,654 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,689 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,654 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,689 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $965 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $25,503 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL K JONES | ContributingManagerNm |
| Contributing Manager | CAROLYN N JONES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL K JONES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9106534001 | RecipientPhoneNum |
| Form And Info And Materials | NO SET SPECIFICATIONS AT THIS TIME. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFYING DISTRIBUTIONS WILL BE MADE TO CHARITIES PRIMARILY LOCATED IN SOUTHEASTERN NORTH CAROLINA AND NORTHEASTERN SOUTH CAROLINA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHANY CHRISTIAN SERVICES | |||||||
| 1113 44TH AVENUE N SUITE 304 | MYRTLE BEACH | SC | 29577 | NONE | PC | PROTECTING AND ENHANCING THE LIVES OF CHILDREN AND FAMILIES THROUGH QUALITY SOCIAL SERVICES | $200 |
| BROOKGREEN GARDENS | |||||||
| PO BOX 3368 | PAWLEYS ISLAND | SC | 29585 | NONE | PC | PRESERVATION OF SOUTH CAROLINA'S NATIVE FLORA AND FAUNA & DISPLAY/PRESERVATION OF GARDEN SCULPTURES | $500 |
| CAMPUS OUTREACH | |||||||
| 2335 PRESIDENTIAL DRIVE | DURHAM | NC | 27703 | NONE | PC | PROVIDE MISSIONARIES TO UNREACHED GROUPS OF PEOPLE | $89 |
| COLUMBUS COUNTY COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVE SUITE 460 | RALEIGH | NC | 27612 | NONE | PC | TO FUND THE GRANT FUNDING OF LOCAL CHARITIES AND CAUSES. | $500 |
| COLUMBUS JOBS FOUNDATION | |||||||
| PO BOX 456 | WHITEVILLE | NC | 28472 | NONE | PC | TO FUND EVERYDAY ACTIVITIES PROMOTING JOB GROWTH AND CREATION IN COLUMBUS COUNTY. | $150 |
| COOKIES FOR KIDS CANCER | |||||||
| PO BOX 415 | CALIFON | NJ | 07830 | NONE | PC | TO FUND THE OPERATIONS AND GRANTS PROVIDED BY THE ORGANIZATION TO RESEARCH PEDIATRIC CANCER CENTERS. | $200 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 2051 FORESTBROOK ROAD | MYRTLE BEACH | SC | 29588 | NONE | PC | PROVIDING CHRISTIAN MINISTRY SERVICES TO ATHLETES AND COACHES | $200 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1300 N KINGS HWY | MYRTLE BEACH | SC | 29577 | NONE | PC | PROVIDE CHRISTIAN MINISTRY & SUPPORT SERVICES AT THE LOCAL AND GLOBAL LEVELS | $12,000 |
| FIRST PRESBYTERIAN CHURCH GROWING TREE | |||||||
| PO BOX 1306 | MYRTLE BEACH | SC | 29578 | NONE | PC | CHRISTIAN MINISTRY AND OTHER DEVELOPMENTAL SUPPORT SERVICES TO ALL CHILDREN | $1,000 |
| GLOBAL TRAINING NETWORK | |||||||
| 7558 W THUNDERBIRD | PEORIA | AZ | 85381 | NONE | PC | TO FUND EVERYDAY ACTIVITIES TRAINING PASTORS AROUND THE WORLD. | $500 |
| MATTHEW 25 MINISTRIES | |||||||
| 11060 KENWOOD ROAD | CINCINNATI | OH | 45242 | NONE | PC | DISASTER RELIEF & PROVISIONS TO THOSE IN NEED AT THE LOCAL AND GLOBAL LEVELS | $300 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | PC | PROVIDING HIGHER EDUCATION TO STUDENTS AND PREPARING THEM FOR THE PROFESSIONAL WORLD | $3,000 |
| MYRTLE BEACH REGIONAL ECONOMICAL DEVELOPMENT CORPORATION | |||||||
| 2050 HWY 501 EAST BLDG 100 | CONWAY | SC | 29526 | NONE | PC | TO FUND EVERYDAY ACITIVITIES PROMOTING JOB GROWTH AND DEVELOPMENT FOR HORRY COUNTY. | $500 |
| NEW DIRECTIONS | |||||||
| PO BOX 2347 | BURLINGTON | NC | 27216 | NONE | PC | RESOURCES TO THOSE WHO SERVED IN THE MILITARY TO LEAD FULFILLING LIVES | $500 |
| SAMARITAN'S PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | TO FUND OPERATIONS OF PROVIDING SERVICES TO VICTIMS OF WAR, POVERTY, AND NATURAL DISASTERS. | $200 |
| SEA HAVEN FOR GIRLS | |||||||
| PO BOX 600 | NORTH MYRTLE BEACH | SC | 29597 | NONE | PC | SUPPORT SERVICES TO HOMELESS, RUNAWAY, AND AT-RISK YOUTH | $200 |
| TABOR CITY COMMITTEE OF 100 | |||||||
| 103 E 5TH STREET | TABOR CITY | NC | 28463 | NONE | PC | TO FUND EVERYDAY ACIVITIES PROMOTING COMMUNITY DEVELOPMENT WITHIN THE SOCIAL SERVICES SECTOR. | $150 |
| THE ART MUSEUM OF MYRTLE BEACH | |||||||
| 3100 SOUTH OCEAN BOULEVARD | MYRTLE BEACH | SC | 29577 | NONE | PC | PROVIDE EDUCATIONAL PROGRAMS AND ART EXHIBITIONS TO THE COMMUNITY | $500 |
| CCE YMCA OF MYRTLE BEACH | |||||||
| 5000 CLAIRE CHAPIN EPPS DR | MYRTLE BEACH | SC | 29577 | NONE | PC | TO FUND PROMOTES TO BUILT A HEALTHY SPIRIT, MIND AND BODY FOR ALL. | $50 |
| LOWER CAPE FEAR LIFECARE | |||||||
| 1414 PHYSICIANS DR | WILMINGTON | NC | 28401 | NONE | PC | TO FUND ACCESS TO THE HIGHEST QUALITY LIFECARE, EDUCATION AND SUPPORTIVE SERVICES TO PATIENTS, FAMILIES AND THE COMMUNITY. | $300 |
| BOYS AND GIRLS HOMES OF NC | |||||||
| 400 FLEMINGTON DR | LAKE WACCAMAW | NC | 28450 | NONE | PC | TO SUPPORT THE NEEDS OF VULNERABLE CHILDREN BY ADDRESSING THEIR PHYSICAL, EMOTIONAL, SOCIAL, EDUCATIONAL, AND SPIRITUAL NEEDS. | $500 |
| FREEDOM READERS INC | |||||||
| 1012 16TH AVE N | SURFSIDE BEACH | SC | 29575 | NONE | PC | TO SUPPORT LITERACY OF CHILDREN. | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,739 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,048 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $32,982 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| AMERITRADE OFFER | 14 | $200 |
| 2018 990-PF TAX REFUND | 01 | $51 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $41,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,607 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CAROLYN N JONES | ||||||
| 1 | 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | $50,000 | Yes (X) |
| MICHAEL K JONES | ||||||
| 2 | 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,830 | Amt |
| Net Investment Income | $915 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $915 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 250 SH APPLE, INC | $47,956 | $73,412 |
| 200 SH PROCTOR GAMBLE CO | $16,226 | $24,980 |
| 200 SH WELLS FARGO & CO | $10,718 | $10,760 |
| 2000 SH FORD MOTOR CO | $20,926 | $18,600 |
| 675 SH EXP WORLD HOLDINGS | $6,731 | $7,648 |
| 825 SH UNITED STATES STEEL CORP | $13,560 | $9,413 |
| 400 SH AT&T INC | $14,042 | $15,632 |
| 400 SH CONSOLIDATED EDISON CO NY | $21,234 | $36,188 |
| 400 SH MICROSOFT CORP | $15,696 | $63,080 |
| 700 SH TWITTER, INC | $21,273 | $22,435 |
| 800 SH FACEBOOK, INC. | $63,989 | $164,200 |
| 500 SH BED BATH AND BEYOND | $6,540 | $8,650 |
| 100 SH BOEING | $33,068 | $32,576 |
| 200 SH LIVE OAK BANCSHARES | $3,697 | $3,802 |
| 100 SH LOWE'S COMPANIES INC | $9,973 | $11,976 |
| 600 SH SNAP INC | $7,965 | $9,798 |
| 300 SH SPIRIT AIRLINES | $12,563 | $12,093 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AMERITRADE OFFER | $200 | $200 | $200 |
| 2018 990-PF TAX REFUND | $51 | $51 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATED TAX PAYMENTS | CategoryTxt |
| Amt | $760 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |