LUND MCFEELEY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LUND MCFEELEY FAMILY FOUNDATION (EIN 20-3649206)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349104332
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T12:23:57-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561521600 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dyer Raines & Associates LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Coltsgate Rd Ste 202 | AddressLine1Txt |
| City | Charlotte | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | 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 | 203649206 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUND MCFEELEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUND | BusinessNameControlTxt |
| Phone | 7049055812 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470907 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28247 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICK JAMES MCFEELEY | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERESE M RAINES | PreparerPersonNm |
| PTIN | P00449426 | PTIN |
| Phone | 7046438900 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $351,008 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $48 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $48 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $48 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,544 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,544 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,058 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $166,224 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,058 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,650 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,650 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,592 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $27,518 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $849 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $849 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,659 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,237 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,237 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $44,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,086 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,677 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,982 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,982 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,745 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,086 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,564 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,592 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,518 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,739 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $789 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $322,055 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $254,070 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $336,030 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25,890 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,239 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,239 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $355,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $269,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $351,008 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $355,252 | RetainedEarningBOYAmt |
| Retained Earning EOY | $269,048 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $355,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $269,048 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $355,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $269,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $355,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $192 | OtherIncreasesAmt |
| Subtotal | $285,349 | SubtotalAmt |
| Other Decreases | $16,301 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $269,048 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VARIOUS MERRILL LYNCH - #02121 S/T G/L | P | 2019-01-01 | 2019-12-31 | $499 | $450 | $49 | $49 |
| VARIOUS MERRILL LYNCH - #02121 L/T G/L | P | 2010-01-01 | 2019-12-31 | $13,909 | $13,943 | -$34 | -$34 |
| VARIOUS MERRILL LYNCH - #02122 S/T G/L | P | 2019-01-01 | 2019-12-31 | $2,486 | $2,867 | -$381 | -$381 |
| VARIOUS MERRILL LYNCH - #02122 L/T G/L | P | 2010-01-01 | 2019-12-31 | $47,160 | $38,505 | $8,655 | $8,655 |
| 455.000 SHS APPLE INC | P | 2014-01-01 | 2019-09-19 | $100,177 | $55,390 | $44,787 | $44,787 |
| 10.000 SHS ISHARES U.S. TECHNOLOGY | P | 2015-01-29 | 2019-07-19 | $1,986 | $1,011 | $975 | $975 |
| VARIOUS STARZ SERIES A EXCHANGE | P | 2019-10-18 | 2019-10-18 | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,058 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$325 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,914 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $463,392 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.29114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,820 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $526,953 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.30519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $544,542 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.23022 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $52,019 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $676,602 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07688 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $71,481 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $112,634 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.63463 | DistributionYr5Rt |
| Total Distribution | 1.538064 | TotalDistributionRt |
| Average Distribution | 0.307613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $354,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,080 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $566 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $126,659 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $566 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $566 | SubtotalAmt |
| Tax Based On Investment Income | $566 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $800 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $234 | OverpaymentAmt |
| Applied To ES Tax | $234 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAUNA LUND MCFEELEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7049055812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 470907 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282470907 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICK JAMES MCFEELEY | ||||||
| 4412 FOX BROOK LANE | CHARLOTTE | NC | 28211 | President | 0.00 | $0 |
| SHAUNA LUND MCFEELEY | ||||||
| 4412 FOX BROOK LANE | CHARLOTTE | NC | 28211 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDRAISING EXPENSES FOR JUVENILE DIABETES RESEARCH FOUNDATION SPECIAL EVENTS | Description1Txt |
| Expenses1 | $24,955 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $354,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $360,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $360,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,400 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $354,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,730 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,730 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $566 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $566 | TotalTaxAmt |
| Distributable Before Adj | $17,164 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,164 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,164 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,659 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $126,659 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $566 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $126,093 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,164 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $66,294 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,270 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $98,227 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $135,341 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $112,574 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $430,706 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,659 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,164 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,495 | RemainingDistriFromCorpusAmt |
| Total Corpus | $540,201 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $66,294 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $473,907 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,270 | ExcessFromYear4Amt |
| Excess From Year3 | $98,227 | ExcessFromYear3Amt |
| Excess From Year2 | $135,341 | ExcessFromYear2Amt |
| Excess From Year1 | $112,574 | ExcessFromYear1Amt |
| Excess From Current Year | $109,495 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $105 |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $2,669 |
| JDRF - GREAT WESTERN CAROLINAS CHAPTER | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $39,250 |
| GOLDEN DOOR SCHOLARS | |||||||
| 1101 RED VENTURES DRIVE | FORT MILL | SC | 29707 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $35,000 |
| ASPEN VALLEY SKISNOWBOARD CLUB | |||||||
| 300 AVSC DRIVE | ASPEN | CO | 81623 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $7,750 |
| SECOND HARVEST FOOD BANK OF METROLINA | |||||||
| 500 SPRATT ST STE B | CHARLOTTE | NC | 28206 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $250 |
| DANA-FARBER CANCER INSTITUTE PAN-MASS | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $358 |
| THE GOOD FELLOWS CLUB INC | |||||||
| 700 PARKWOOD AVE | CHARLOTTE | NC | 28205 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $100 |
| LOAVES & FISHES INC | |||||||
| 648 GRIFFITH ROAD STE B | CHARLOTTE | NC | 28217 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $250 |
| STUDENT VETERANS OF AMERICA | |||||||
| 1012 14TH STREET NW 12TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | EXEMPT PURPOSE OF RECIPIENT CHARITABLE ORGANIZATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,982 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $48 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $6,544 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,058 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,592 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,650 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 455.00 SHS APPLE INC. | AT COST | $10,033 | $10,278 |
| 250.00 SHS GOPRO, INC. | AT COST | $15,852 | $1,085 |
| 240.00 SHS ISHARES U.S. TECHNOLOGY | AT COST | $24,272 | $55,824 |
| VARIOUS - M/L #02121 ATTACHMENT | AT COST | $110,382 | $137,314 |
| VARIOUS - M/L #02122 ATTACHMENT | AT COST | $93,531 | $131,529 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PATRICK J. MCFEELEY | Desc |
| BOY Book Value | $9,791 | BOYBookValueAmt |
| EOY Book Value | $9,239 | EOYBookValueAmt |
| EOYFMV | $9,239 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 12/31/18 CHASE CREDIT CARD DEBIT BALANCE REFUNDED | $16,099 |
| NONDEDUCTIBLE 50% MEALS | $202 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EMA ANNUAL FEE | $150 | $150 |
| INVESTMENT ADVISORY FEES | $3,082 | $3,082 |
| MISCELLANEOUS INVESTMENT EXPENSE | $5 | $5 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONTAXABLE DIVIDEND DISTRIBUTIONS | $72 |
| WASH SALE LOSS DISALLOWED | $120 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BEST IMPRESSIONS CATERERS - JDRF | $9,855 | $0 | $0 | $9,855 |
| OTHER MISCELLANEOUS FUNDRAISING COSTS | $2,563 | $0 | $0 | $2,563 |
| STEVE AZAR TOURING LLC - JDRF MUSIC | $14,200 | $0 | $0 | $14,200 |
| TRACY MAPLES - JDRF SOUND EQUIPMENT | $900 | $0 | $0 | $900 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2018 TAX ON INVESTMENT INCOME | $830 | $830 |
| FOREIGN DIVIDEND TAX | $19 | $19 |