BEARTOOTH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEARTOOTH FOUNDATION (EIN 46-1536745)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202543179349102199
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T12:50:33-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 844233121 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARPE PATEL CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5917 OLEANDER DRIVE SUITE 204 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28403 | 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 | 461536745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEARTOOTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAR | BusinessNameControlTxt |
| Phone | 9102390111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5932 GREENVILLE LOOP RD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LINDA MURCHISON | PersonNm |
| Person Title | CHAIRPERSON/SECRETARY | PersonTitleTxt |
| Phone | 9107636072 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA FISHER | PreparerPersonNm |
| PTIN | P01690017 | PTIN |
| Phone | 7044993893 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,707,516 | 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 | $500,119 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $634 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $634 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $129,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $129,691 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,440 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $968,540 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,888 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $668,884 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,213 | 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 |
| Other Prof Fees Rev And Expnss | $4,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,812 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,313 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,880 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $467,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $467,814 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $477,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,880 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $467,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $191,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,333 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,388 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,606 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,225,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,437,134 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,687,910 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,267,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,456,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,707,516 | 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 | $3,267,069 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,456,740 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,267,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,456,740 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,267,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,456,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,267,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $191,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,458,946 | SubtotalAmt |
| Other Decreases | $2,206 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,456,740 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,888 | GrossSalesPriceAmt |
| Gain Or Loss | $5,888 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,888 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,888 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,826 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,826 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,826 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $101 | EsPenaltyAmt |
| Tax Due | $1,927 | 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 | Yes (1) | 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 | LINDA MURCHISON | IndividualWithBooksNm |
| Phone | 9107636072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5932 GREENVILLE LOOP RD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28409 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| LINDA MURCHISON | ||||||||
| 5932 GREENVILLE LOOP RD | WILMINGTON | NC | 28401 | CHAIRMAN/SECRETARY | 0.00 | $0 | $0 | $0 |
| J REID MURCHISON | ||||||||
| 5932 GREENVILLE LOOP RD | WILMINGTON | NC | 28409 | VICE CHAIRMAN/SECTRY | 0.00 | $0 | $0 | $0 |
| SARAH MURCHISON CAMPBELL | ||||||||
| 4900 ROCKMERE CT | BETHESDA | MA | 20816 | ASST. SECRETARY | 0.00 | $0 | $0 | $0 |
| CLARE MURCHISON POWERS | ||||||||
| 705 DUNGANNON BLVD | WILMINGTON | NC | 28403 | ASST. SECRETARY | 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 |
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 | $4,685,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,699,888 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,699,888 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,498 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,629,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,826 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,826 | TotalTaxAmt |
| Distributable Before Adj | $229,644 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,644 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,644 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $467,814 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $467,814 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,380 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $30,878 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $255,811 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $486,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $846,511 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $467,814 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $229,644 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $238,170 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,084,681 | 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 | $73,380 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,011,301 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $30,878 | ExcessFromYear3Amt |
| Excess From Year2 | $255,811 | ExcessFromYear2Amt |
| Excess From Year1 | $486,442 | ExcessFromYear1Amt |
| Excess From Current Year | $238,170 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LINDA MURCHISON | ContributingManagerNm |
| Contributing Manager | J REID MURCHISON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NORTH CAROLINA COMMUNITY FOUNDATION CAPITAL CAMPAIGN | |||||||
| 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | DONEE | PC | CHARITABLE | $45,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION CAPITAL CAMPAIGN | |||||||
| 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | DONEE | PC | CHARITABLE | $397,119 |
| NORTH CAROLINA COMMUNITY FOUNDATION CAPITAL CAMPAIGN | |||||||
| 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | DONEE | PC | CHARITY | $690 |
| NORTH CAROLINA COMMUNITY FOUNDATION CAPITAL CAMPAIGN | |||||||
| 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | DONEE | PC | CHARITY | $25,000 |
| NORTH CAROLINA COMMUNITY FOUNDATION CAPITAL CAMPAIGN | |||||||
| 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | DONEE | PC | CHARITY | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $467,814 | 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 | $634 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $129,691 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,440 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,765 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LINDA MURCHISON | ||||||
| 1 | 5932 GREENVILLE LOOP RD | WILMINGTON | NC | 28409 | $356,976 | Yes (X) |
| J REID MURCHISON III | ||||||
| 2 | 5932 GREENVILLE LOOP RD | WILMINGTON | NC | 28409 | $143,143 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 3,330 SHARES NVO | $356,976 | 2024-01-19 |
| 2 | 1,100 SHARES NVO | $143,143 | 2024-03-20 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| 900 SH NOVO NORDISK | 2023-05 | PURCHASED | 2024-01 | $95,221 | $72,167 | COST | $0 | $23,054 |
| 2100 SH NOVO NORDISK | 2024-01 | PURCHASED | 2024-01 | $222,182 | $225,125 | COST | $0 | -$2,943 |
| 1100 SH NOVO NORDISK | 2024-03 | PURCHASED | 2024-03 | $142,812 | $143,144 | COST | $0 | -$332 |
| 100371.25 FIDELITY FDS TREAS PORT | 2023-07 | PURCHASED | 2024-02 | $100,371 | $100,371 | COST | $0 | |
| 103764.76 SH GOLDMAN SACH FINL SQ T OBS | 2023-04 | PURCHASED | 2024-02 | $103,765 | $103,765 | COST | $0 | |
| 96616.31 SH GOLDMAN SACH FINL SQ T INST | 2023-07 | PURCHASED | 2024-02 | $96,616 | $96,616 | COST | $0 | |
| 96366.54 SH FEDERATED HERMES | 2023-07 | PURCHASED | 2024-02 | $96,367 | $96,367 | COST | $0 | |
| 300 SH VF CORP | 2021-09 | PURCHASED | 2024-10 | $6,489 | $20,340 | COST | $0 | -$13,851 |
| 2000 SH VF CORP | 2023-05 | PURCHASED | 2024-10 | $43,258 | $41,960 | COST | $0 | $1,298 |
| 1700 SH GOLDMAN SACH FINL SQ T OBS | 2023-03 | PURCHASED | 2024-05 | $1,700 | $1,700 | COST | $0 | |
| 825 SH WELLS FARGO & CO NEW | 2012-12 | PURCHASED | 2024-10 | $53,871 | $28,545 | COST | $0 | $25,326 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS - ACCT 3966 | $879,515 | $793,332 |
| STOCKS, OPTIONS & ETFS - ACCT 3966 | $2,557,619 | $3,894,578 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENALTIES AND INTEREST | $199 |
| TIMING DIFFERENCE | $2,007 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $68 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $68 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES #3966 | CategoryTxt |
| Amt | $4,812 | Amt |
| Net Investment Income | $4,812 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LINDA MURCHISON | |||
| 418 SOUTH FRONT STREET | WILMINGTON | NC | 28401 |
| J REID MURCHISON | |||
| 418 SOUTH FRONT STREET | WILMINGTON | NC | 28401 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,777 | $0 | $0 |
| EXCISE TAX | $1,536 | $0 | $0 |