DOWD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DOWD FOUNDATION INC (EIN 56-6061389)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202503169349100815
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T08:14:50-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 214 NORTH TRYON ST STE 4200 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282022366 | 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 | 566061389 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOWD FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DOWD | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 35430 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28235 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOIS WARREN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA SAFRIT | PreparerPersonNm |
| PTIN | P01258884 | PTIN |
| Phone | 7043447500 | PhoneNum |
| 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 | $107,546,727 | 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 | $1,224,828 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $167,195 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $167,195 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $167,195 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,251,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,251,893 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,251,893 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,254,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,208,700 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,254,443 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,898,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,673,531 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,419,088 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $544 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $544 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $47,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47,624 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $680,365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $680,365 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $728,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $728,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,433,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,433,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,161,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $728,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,433,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,736,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,944,998 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,419,088 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,594,390 | CashBOYAmt |
| Cash EOY | $2,322,306 | CashEOYAmt |
| Cash EOYFMV | $2,322,306 | CashEOYFMVAmt |
| US Government Obligations BOY | $1,267,799 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,442,044 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,381,063 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $49,422,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $50,988,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,820,859 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,071,450 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,071,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,662,075 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,440,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,788,025 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,360,424 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $77,795,709 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,612,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,546,727 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $71,612,042 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $74,563,207 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $6,183,667 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $5,049,334 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,795,709 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,612,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,795,709 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,612,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,795,709 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,736,601 | ExcessRevenueOverExpensesAmt |
| Other Increases | $562,290 | OtherIncreasesAmt |
| Subtotal | $82,094,600 | SubtotalAmt |
| Other Decreases | $2,482,059 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,612,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| BBH WEALTH STRATEGIES LLC | P | -$69,409 | -$69,409 | ||
| BBH WEALTH STRATEGIES LLC | P | $1,531,014 | $1,531,014 | ||
| BBH #0479 | P | $126,823 | $126,823 | $1,472,354 | $1,345,531 |
| BBH #0479 | P | $405,462 | $405,462 | $5,711,754 | $5,306,292 |
| BBH #0479 CAPITAL GAIN DISTRIBUTIONS | P | $422 | $422 | ||
| BNY MELLON #3015 | P | $90,721 | $90,721 | $3,754,380 | $3,663,659 |
| BNY MELLON #3015 | P | $3,166,753 | $3,166,753 | $6,255,212 | $3,088,459 |
| BNY MELLON #3262 | P | $0 | $0 | $115,000 | $113,369 |
| BNY MELLON #3262 | P | $2,657 | $2,657 | $900,000 | $871,154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,254,443 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $148,135 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $96,535 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $96,535 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $96,535 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,816 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $132,816 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,281 | OverpaymentAmt |
| Applied To ES Tax | $36,281 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | MELISSA CIPRIANO | IndividualWithBooksNm |
| Phone | 7043725030 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 35430 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28235 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| W FRANK DOWD IV | ||||||||
| PO BOX 35430 | CHARLOTTE | NC | 28235 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| E HOOPER HARDISON JR | ||||||||
| PO BOX 35430 | CHARLOTTE | NC | 28235 | VICE PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| RODDEY DOWD JR | ||||||||
| PO BOX 35430 | CHARLOTTE | NC | 28235 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LOIS WARREN | ||||||||
| PO BOX 35430 | CHARLOTTE | NC | 28235 | TREASURER/SECRETARY | 0.00 | $0 | $0 | $0 |
| RODDEY DOWD III | ||||||||
| PO BOX 35430 | CHARLOTTE | NC | 28235 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EDWARD J WOOD IV | ||||||||
| PO BOX 35430 | CHARLOTTE | NC | 28235 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,903,621 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,763 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,101,384 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $105,101,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,576,521 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,524,863 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,176,243 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,176,243 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $96,535 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $96,535 | TotalTaxAmt |
| Distributable Before Adj | $5,079,708 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,079,708 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,079,708 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,433,225 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,433,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,079,708 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $199,167 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $120,664 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,132,157 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,451,988 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,433,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,433,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $646,483 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $646,483 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $805,505 | 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 | $805,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $805,505 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||
| 4 N BLOUNT ST 200 | RALEIGH | NC | 27601 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $257 | |
| APARRO SOLUTIONS INC | ||||||||
| 301 SOUTH BLVD | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,500 | |
| ARTSPLUS | ||||||||
| 1803 LAKEVIEW DR | MONROE | NC | 28112 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| ATRIUM HEALTH FOUNDATION - THE CENTER FOR ONCOLOGY | ||||||||
| 208 EAST BLVD | CHARLOTTE | NC | 28203 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $400,000 | |
| AUTISM SOCIETY OF CENTRAL VIRGINIA | ||||||||
| 8730 STONY POINT PKWY SUITE 150 | RICHMOND | VA | 23235 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| BAND TOGETHER | ||||||||
| PO BOX 6445 | RALEIGH | NC | 27628 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| BIG BROTHERS AND BIG SISTERS OF CENTRAL CAROLINAS | ||||||||
| 8514 MCALPINE PARK DRIVE SUITE 130 | CHARLOTTE | NC | 28211 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| BOCA GRANDE HEALTH CLINIC FOUNDATION | ||||||||
| 280 PARK AVE | BOCA GRANDE | FL | 33921 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| BROOKSTONE SCHOOLS | ||||||||
| PO BOX 30696 | CHARLOTTE | NC | 28230 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $50,000 | |
| BROTHER WOLF ANIMAL RESCUE | ||||||||
| 23 HERITAGE DRIVE | ASHEVILLE | NC | 28806 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $520 | |
| CAPITAL REGION LAND CONSERVANCY | ||||||||
| 1512 WILLOW LAWN DR | RICHMOND | VA | 23230 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| CAPITAL REGION LAND CONSERVANCY | ||||||||
| 1512 WILLOW LAWN DR | RICHMOND | VA | 23230 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| CAROLINA THREAD TRAIL | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $100,000 | |
| CAROLINAS AVIATION MUSEUM | ||||||||
| 4108 MINUTEMAN WAY | CHARLOTTE | NC | 28208 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250,000 | |
| CAROLINAS FREEDOM FOUNDATION | ||||||||
| 7804-C FAIRVIEW ROAD PMB 284 | CHARLOTTE | NC | 28226 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| CATAWBA LANDS CONSERVANCY | ||||||||
| 2400 PARK RD SUITE 1 | CHARLOTTE | NC | 28203 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| CENTRAL CHURCH | ||||||||
| 5301 SARDIS ROAD | CHARLOTTE | NC | 28270 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| CENTRAL CHURCH | ||||||||
| 5301 SARDIS ROAD | CHARLOTTE | NC | 28270 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,500 | |
| CHARLOTTE 49ERS ATHLETIC FOUNDATION | ||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| CHARLOTTE 49ERS ATHLETIC FOUNDATION | ||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| CHARLOTTE 49ERS ATHLETIC FOUNDATION | ||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,500 | |
| CHARLOTTE COUNTRY DAY SCHOOL | ||||||||
| 1440 CARMEL ROAD | CHARLOTTE | NC | 28226 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500,000 | |
| CHARLOTTE FAMILY HOUSING | ||||||||
| 300 HAWTHORNE LANE | CHARLOTTE | NC | 28204 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| CHARLOTTE MECKLENBURG LIBRARY FOUNDATION | ||||||||
| 310 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| CHARLOTTE RESCUE MISSION | ||||||||
| PO BOX 33000 | CHARLOTTE | NC | 28233 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $34,000 | |
| CHARLOTTE SPEECH & HEARING | ||||||||
| 741 KENILWORTH AVE SUITE 100 | CHARLOTTE | NC | 28204 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| CHARLOTTE SYMPHONY | ||||||||
| 128 S TRYON STREET SUITE 350 | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| CHARLOTTE SYMPHONY | ||||||||
| 128 S TRYON STREET SUITE 350 | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $50,000 | |
| CHRIST CHURCH CHARLOTTE | ||||||||
| 1412 PROVIDENCE RD | CHARLOTTE | NC | 28207 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| CHRIST CHURCH CHARLOTTE | ||||||||
| 1412 PROVIDENCE RD | CHARLOTTE | NC | 28207 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $200,000 | |
| CLASSICAL AMERICAN HOMES PRESERVATION TRUST | ||||||||
| 376 ST MARYS ROAD | HILLSBOROUGH | NC | 27278 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| COUNCIL FOR A SECURE AMERICA | ||||||||
| 178 COLUMBUS AVENUE 231579 | NEW YORK | NY | 10023 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| CPCC FOUNDATION - PLUMBING & PIPE FITTING CAREERS | ||||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250,000 | |
| CPCC FOUNDATION - PLUMBING & PIPE FITTING CAREERS | ||||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250,000 | |
| CRITTENTON OF NC FAMILY SERVICES | ||||||||
| PO BOX 36392 | CHARLOTTE | NC | 28236 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $33,333 | |
| CROSSNORE COMMUNITIES FOR CHILDREN | ||||||||
| 1001 REYNOLDA ROAD | WINSTONSALEM | NC | 27104 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $100,000 | |
| DANIEL STOWE BOTANICAL GARDENS | ||||||||
| 6500 SOUTH NEW HOPE ROAD | BELMONT | NC | 28012 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| DAVIDSON COLLEGE | ||||||||
| 209 RIDGE ROAD BOX 5000 | DAVIDSON | NC | 28035 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| DAVIDSON COLLEGE | ||||||||
| 209 RIDGE ROAD BOX 5000 | DAVIDSON | NC | 28035 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| DILWORTH CENTER | ||||||||
| 2240 PARK RD | CHARLOTTE | NC | 28203 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| FIDELITY CHARITABLE DONOR ADVISED FUND | ||||||||
| 245 SUMMER STREET MZ NM43A | BOSTON | MA | 02210 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 245 SUMMER STREET MZ NM43A | BOSTON | MA | 02210 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| FOUNDATION FOR THE CAROLIANS - HUGH MCCOLL PARK | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $125,000 | |
| FOUNDATION FOR THE CAROLINAS - HILLRAP | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| FOUNDATION FOR THE CAROLINAS - JENNER V FOUNDATION | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,000 | |
| FOUNDATION FOR THE CAROLINAS - JENNER V FOUNDATION | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| FOUNDATION FOR THE CAROLINAS - JENNER V FOUNDATION | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| FOUNDATION FOR THE CAROLINAS - JENNER V FOUNDATION | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $7,500 | |
| FOUNDATION FOR THE CAROLINAS - JENNER V FOUNDATION | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS - QUEEN'S TABLE DUES | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| FOUNDATION FOR THE CAROLINAS - QUEEN'S TABLE DUES | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $7,500 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| FRIENDS EMPOWERING HAITI | ||||||||
| PO BOX 34563 | CHARLOTTE | NC | 28234 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $300 | |
| FRIENDS OF THE SAN FRANCISCO PUBLIC LIBRARY | ||||||||
| 1630 17TH STREET | SAN FRANCISCO | CA | 94107 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| GOOD FELLOWS CLUB | ||||||||
| 700 PARKWOOD AVE | CHARLOTTE | NC | 28205 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,000 | |
| GOOD FELLOWS CLUB | ||||||||
| 700 PARKWOOD AVE | CHARLOTTE | NC | 28205 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| GOOD FRIENDS OF CHARLOTTE | ||||||||
| 1307 W MOREHEAD ST SUITE 207 | CHARLOTTE | NC | 28207 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| GROUND 40 | ||||||||
| 303 DALE STREET | MONROE | NC | 28112 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| HATS - HELPING ANIMALS TO SURVIVE | ||||||||
| PO BOX 243 | DENVER | NC | 28037 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| HILLSDALE COLLEGE | ||||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| HOPEWAY FOUNDATION | ||||||||
| 1717 SHARON RD W | CHARLOTTE | NC | 28210 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $83,000 | |
| HOUSING IMPACT FUND | ||||||||
| 2100 CRESCENT AVENUE | CHARLOTTE | NC | 28207 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| HUMANE SOCIETY OF CATAWBA COUNTY | ||||||||
| 3224 20TH AVE SE | HICKORY | NC | 28602 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| HUMANE SOCIETY OF CHARLOTTE | ||||||||
| 2700 TOOMEY AVE | CHARLOTTE | NC | 282035556 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| HUMANE SOCIETY OF CHARLOTTE | ||||||||
| 2700 TOOMEY AVE | CHARLOTTE | NC | 282035556 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| IGIFT FBO THE GRIFFIN FAMILY CHARITABLE FUND | ||||||||
| 110 W STREETSBORO STREET STE 2A | HUDSON | OH | 44236 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| INREACH | ||||||||
| 4530 PARK RD SUITE 300 | CHARLOTTE | NC | 282093790 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| INREACH | ||||||||
| 4530 PARK RD SUITE 300 | CHARLOTTE | NC | 282093790 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| INSTITUTE FOR ARTS AND HUMANITIES | ||||||||
| 176 EAST FRANKLIN STREET | CHAPEL HILL | NC | 27599 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| INSTITUTE FOR THE PUBLIC TRUST | ||||||||
| 5 W HARGETT ST RM 212 | RALEIGH | NC | 27601 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| INSTITUTE FOR THE PUBLIC TRUST | ||||||||
| 5 W HARGETT ST RM 212 | RALEIGH | NC | 27601 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| JANE'S FUND | ||||||||
| 7804 FAIRVIEW ROAD | CHARLOTTE | NC | 28226 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,250 | |
| JOE MARTIN ALS FOUNDATION | ||||||||
| 100 N TRYON STREET | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| JUNIOR ACHIEVEMENT OF CENTRAL CAROLINAS | ||||||||
| 1701 N GRAHAM ST 100 | CHARLOTTE | NC | 28206 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| KINDERMOURN | ||||||||
| 1320 HARDING PLACE | CHARLOTTE | NC | 28204 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| LEVINE MUSEUM OF THE NEW SOUTH | ||||||||
| 401 S TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $400 | |
| LINVILLE FOUNDATION | ||||||||
| PO BOX 99 | LINVILLE | NC | 28646 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| LOOK UP LODGE | ||||||||
| 100 LOOK UP LODGE RD | TRAVELERS REST | SC | 29690 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| MARINE CORPS ASSOCIATION FOUNDATION | ||||||||
| 715 BROADWAY STREET | QUANTICO | VA | 22134 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| MARINE CORPS HERITAGE FOUNDATION | ||||||||
| PO BOX 96628 | WASHINGTON | DC | 200906628 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| MECKLENBURG MINISTRIES | ||||||||
| 3900 PARK RD | CHARLOTTE | NC | 28209 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $300 | |
| MEMORY AND MOVEMENT | ||||||||
| 411 BILLINGSLEY RD STE 103 | CHARLOTTE | NC | 28211 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| MINERAL SPRINGS BAPTIST CHURCH | ||||||||
| 4694 NC-205 | OAKBORO | NC | 28129 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $750 | |
| MINT MUSEUM | ||||||||
| 500 S TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $50,000 | |
| MINT MUSEUM | ||||||||
| 500 S TRYON ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| MYERS PARK PRESBYTERIAN CHURCH | ||||||||
| 2501 OXFORD PLACE | CHARLOTTE | NC | 28207 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $8,500 | |
| NATIONAL COUNCIL FOR ADOPTION | ||||||||
| 431 N LEE ST | ALEXANDRIA | VA | 22314 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,500 | |
| NATIONAL HUMANITIES CENTER | ||||||||
| 7 TW ALEXANDER DR | RESEARCH TRIANGLE | NC | 27709 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| NATIONAL PHILANTHROPIC TRUST | ||||||||
| 165 TOWNSHIP LINE RD | JENKINTOWN | PA | 19046 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| NORTH CAROLINA AQUARIUMS | ||||||||
| 3125 POPLARWOOD COURT SUITE 160 | RALEIGH | NC | 27604 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $33,000 | |
| NORTH CAROLINA AQUARIUMS | ||||||||
| 3125 POPLARWOOD COURT SUITE 160 | RALEIGH | NC | 27604 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $34,000 | |
| NORTH CAROLINA HUMANITIES COUNCIL | ||||||||
| 320 E 9TH ST 414 | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $300 | |
| NORTH CAROLINA MUSEUM OF ART | ||||||||
| 2110 BLUE RIDGE RD | RALEIGH | NC | 27607 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,165 | |
| ONE LIBRARY AT A TIME | ||||||||
| 7804 FAIRVIEW ROAD | CHARLOTTE | NC | 28226 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| OPERA CAROLINA | ||||||||
| THE ELIZABETH RODDEY DOWD OPERA | CHARLOTTE | NC | 28204 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | CENTER |
| PANTONE FAMILY FUND GIVING ACCOUNT 1303856 | ||||||||
| PO BOX 77001 | CINCINNATI | OH | 45277 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| PIEDMONT CLUB FOUNDATION | ||||||||
| 361 E MAIN ST | SPARTANBURG | SC | 29302 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| PROVIDENCE BAPTIST CHURCH | ||||||||
| 4921 RANDOLPH ROAD | CHARLOTTE | NC | 28211 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| QUEENS UNIVERSITY | ||||||||
| 1900 SELWYN AVE | CHARLOTTE | NC | 28274 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $35,000 | |
| RAINBOW RIVER CONSERVATION | ||||||||
| PO BOX 729 | DUNNELLON | FL | 34430 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| RED MOUNTAIN CHURCH | ||||||||
| 2829 7TH AVENUE SOUTH | BIRMINGHAM | AL | 35233 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $15,000 | |
| ROOF ABOVE | ||||||||
| PO BOX 31335 | CHARLOTTE | NC | 28231 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,000 | |
| SAMARITAN'S PURSE | ||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| SAN FRANCISCO SYMPHONY | ||||||||
| 201 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| SCHWAB CHARITABLE - TJ COSTELLO DAF | ||||||||
| PO BOX 2430 | OMAHA | NE | 68103 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| SOUTH MECKLENBURG PRESBYTERIAN CHURCH | ||||||||
| 8601 BRYANT FARMS ROAD | CHARLOTTE | NC | 28277 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $3,400 | |
| SOUTH MECKLENBURG PRESBYTERIAN CHURCH | ||||||||
| 8601 BRYANT FARMS ROAD | CHARLOTTE | NC | 28277 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $3,500 | |
| SPECIAL OLYMPICS OF NC | ||||||||
| 2200 GATEWAY CENTRE BLVD SUITE 201 | MORRISVILLE | NC | 27560 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| ST CATHERINE'S SCHOOL | ||||||||
| 6001 GROVE AVENUE | RICHMOND | VA | 23226 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| ST STEPHENS UNITED METHODIST CHURCH | ||||||||
| 6800 SARDIS ROAD | CHARLOTTE | NC | 28270 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| STANLY COUNTY CONCERT ASSOCIATION | ||||||||
| PO BOX 1142 | ALBEMARLE | NC | 28002 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| STANLY COUNTY FAMILY YMCA | ||||||||
| 427 N 1ST ST | ALBEMARLE | NC | 28001 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| SWIM ACROSS AMERICA | ||||||||
| 8508 PARK ROAD STE 389 | CHARLOTTE | NC | 28210 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| THE BUTTERFLY HOUSE CHILDREN'S ADVOCACY CENTER | ||||||||
| 923 N 2ND ST 101 | ALBEMARLE | NC | 28001 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| THE DUKE MANSION AND THE LEE INSTITUTE | ||||||||
| 400 HERMITAGE ROAD | CHARLOTTE | NC | 28207 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| THE JOHN CROSLAND SCHOOL | ||||||||
| 5146 PARKWAY PLAZA BLVD | CHARLOTTE | NC | 28217 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $125,000 | |
| THE METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,500 | |
| THE SHEPHERD'S CENTER OF CHARLOTTE | ||||||||
| 300 HAWTHORNE LANE | CHARLOTTE | NC | 28204 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| THE UMBRELLA CENTER | ||||||||
| PO BOX 12342 | CHARLOTTE | NC | 28220 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $25,000 | |
| THREE RIVERS LAND TRUST | ||||||||
| 204 EAST INNES STREET | SALISBURY | NC | 28144 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| TRINITY EPISCOPAL SCHOOL | ||||||||
| 750 E 9TH ST | CHARLOTTE | NC | 28202 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250 | |
| UNC ALUMNI FREE SPEECH ALLIANCE | ||||||||
| 8 DUNAWAY DRIVE | RICHMOND | VA | 23238 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $50,000 | |
| UNC CHARLOTTE FOUNDATION | ||||||||
| 8724 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28213 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500,000 | |
| UNC-TVPBS NORTH CAROLINA | ||||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGLE PARK | NY | 27709 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| UNION DIVERSIFIED INDUSTRIES | ||||||||
| 2815 WALKUP AVE | MONROE | NC | 28110 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| UNION SYMPHONY | ||||||||
| 201 N MAIN ST STE 109 | MONROE | NC | 28112 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| UPLIFT - TEXAS CHARTER SCHOOL | ||||||||
| 3000 PEGASUS PARK DRIVE SUITE 1100 | DALLAS | TX | 75247 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $50,000 | |
| VICTORY JUNCTION | ||||||||
| 4500 ADAMS WAY | RANDLEMAN | NC | 27317 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| VICTORY JUNCTION | ||||||||
| 4500 ADAMS WAY | RANDLEMAN | NC | 27317 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| VPM MEDIA CORPORATION | ||||||||
| 23 SESAME STREET | RICHMOND | VA | 23235 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| WING HAVEN | ||||||||
| 248 RIDGEWOOD AVE | CHARLOTTE | NC | 28209 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $1,000 | |
| WING HAVEN GARDENS & BIRD SANCTUARY | ||||||||
| 248 RIDGEWOOD AVE | CHARLOTTE | NC | 28209 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,000 | |
| WING HAVEN | ||||||||
| 248 RIDGEWOOD AVE | CHARLOTTE | NC | 28209 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $250,000 | |
| WING HAVEN | ||||||||
| 248 RIDGEWOOD AVE | CHARLOTTE | NC | 28209 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $9,000 | |
| WINGATE UNIVERSITY | ||||||||
| 211 E WILSON ST | WINGATE | NC | 28174 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $30,000 | |
| WOMENS EXECUTIVES FOR COMMUNITY SERVICE | ||||||||
| PO BOX 221033 | CHARLOTTE | NC | 28222 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 1 WALKER DRIVE | WOODBERRY FOREST | VA | 22989 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $500 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 1 WALKER DRIVE | WOODBERRY FOREST | VA | 22989 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 1 WALKER DRIVE | WOODBERRY FOREST | VA | 22989 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| WOODBERRY FOREST SCHOOL | ||||||||
| 1 WALKER DRIVE | WOODBERRY FOREST | VA | 22989 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| YMCA OF GREATER RICHMOND | ||||||||
| 201 W 7TH STREET 110 | RICHMOND | VA | 23224 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| YMCA OF GREATER RICHMOND | ||||||||
| 201 W 7TH STREET 110 | RICHMOND | VA | 23224 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $10,000 | |
| ZION UNITED METHODIST CHURCH | ||||||||
| 1521 OLD FISH ROAD | MONROE | NC | 28110 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $5,000 | |
| ZION UNITED METHODIST CHURCH | ||||||||
| 1521 OLD FISH ROAD | MONROE | NC | 28110 | NA | PC | ASSIST ORGANIZATIONS WITH ITS NEEDS AND GOALS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,433,225 | 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 | $167,195 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,251,893 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,254,443 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,673,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,673,531 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLOTTE PIPE AND FOUNDRY COMPANY | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 35430 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,030,044 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED STOCK | $2,015,995 | 2024-02-16 |
| 1 | PUBLICLY TRADED STOCK | $504,739 | 2024-04-25 |
| 1 | PUBLICLY TRADED STOCK | $501,467 | 2024-07-09 |
| 1 | PUBLICLY TRADED STOCK | $504,818 | 2024-10-11 |
| 1 | PUBLICLY TRADED STOCK | $503,025 | 2024-12-16 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $23,071,450 | EOYBookValueAmt |
| EOYFMV | $21,662,075 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $50,988,716 | EOYBookValueAmt |
| EOYFMV | $79,820,859 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,442,044 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,381,063 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,788,025 | BookValueAmt |
| EOYFMV | $2,360,424 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH TO ACCRUAL | $632,861 |
| K-1 INCOME | $1,534,534 |
| FEDERAL TAXES | $249,277 |
| TAX UNREALIZED GAIN/LOSS | $65,387 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BBH #0479 | $247,247 | $247,247 | $0 | $0 |
| BBH WEALTH STRATEGIES LLC K-1 | $261,052 | $261,052 | $0 | $0 |
| BNY MELLON #3015 | $147,887 | $147,887 | $0 | $0 |
| HOUSING IMPACT FUND II | $24,179 | $24,179 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER DECREASES TO NET ASSETS | $77,957 |
| CHANGE IN ACCRUED LIABILITIES | $484,333 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $47,624 | Amt |
| Net Investment Income | $47,624 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |