D F HALTON FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- D F HALTON FOUNDATION INC (EIN 56-1591985)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-10-02
- IRS object ID
- 202542769349100809
- Schema version
- 2023v6.0
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T09:20:53-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201783594 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER B WYRICK CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 OLD TOWN SQUARE 238 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561591985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D F HALTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DFHA | BusinessNameControlTxt |
| Phone | 3035881663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BRAUN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3035881663 | PhoneNum |
| Signature | 2025-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER WYRICK | PreparerPersonNm |
| PTIN | P00485493 | PTIN |
| Phone | 9702243400 | PhoneNum |
| Preparation | 2025-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,264,595 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $301 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $301 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,300 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,300 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,140 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $467,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $149,140 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $285,741 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,741 | TotalNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,025 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $756,025 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $750,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$470,284 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,215,226 | CashBOYAmt |
| Cash EOY | $459,502 | CashEOYAmt |
| Cash EOYFMV | $459,502 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,962,615 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,805,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,805,093 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,177,841 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,264,595 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,264,595 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,177,841 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,264,595 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,177,841 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,264,595 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,177,841 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,264,595 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,177,841 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$470,284 | ExcessRevenueOverExpensesAmt |
| Other Increases | $557,038 | OtherIncreasesAmt |
| Subtotal | $6,264,595 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,264,595 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING LONG-TERM | P | 2011-01-01 | 2023-12-31 | $405,237 | $278,627 | $126,610 | $126,610 |
| PERSHING SHORT-TERM | P | 2022-12-31 | 2023-10-14 | $23,683 | $28,870 | -$5,187 | -$5,187 |
| PERSHING LONG-TERM | P | 2011-01-01 | 2023-12-31 | $13,178 | $10,398 | $2,780 | $2,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $149,140 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,187 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,972 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,972 | SubtotalAmt |
| Tax Based On Investment Income | $3,972 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $186 | EsPenaltyAmt |
| Tax Due | $4,154 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
| Individual With Books | JENNIFER BRAUN | IndividualWithBooksNm |
| Phone | 3035881663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BARKSDALE F HALTON | ||||||
| 1530 QUEENS ROAD | CHARLOTTE | NC | 28207 | PRESIDENT | 000.50 | $0 |
| FRED A WAGNER III | ||||||
| 1530 QUEENS ROAD | CHARLOTTE | NC | 28207 | VICE-PRESIDENT | 000.50 | $0 |
| JENNIFER ELIZABETH BRAUN | ||||||
| 1038 WOODGATE COURT | LONGMONT | CO | 80501 | DIRECTOR | 000.50 | $0 |
| JENNIFER NICHOLS | ||||||
| 1038 WOODGATE COURT | LONGMONT | CO | 80501 | DIRECTOR | 000.50 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,221,218 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,221,218 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,221,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,318 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,127,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,972 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,972 | TotalTaxAmt |
| Distributable Before Adj | $302,423 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $302,423 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $302,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $750,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $750,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $302,423 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $987,414 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,028,315 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $997,482 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $983,356 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,176,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,173,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $750,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $302,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $447,577 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,620,860 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $987,414 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,633,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,028,315 | ExcessFromYear4Amt |
| Excess From Year3 | $997,482 | ExcessFromYear3Amt |
| Excess From Year2 | $983,356 | ExcessFromYear2Amt |
| Excess From Year1 | $1,176,716 | ExcessFromYear1Amt |
| Excess From Current Year | $447,577 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARKSDALE F HALTON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DALE F HALTON FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035881663 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM. INCLUDE DESCRIPTION OF ORGANIZATION AND ITS ACTIVITIES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| CHARLOTTE 49ERS ATHLETIC FOUNDATION | |||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | TO ASSIST IN THE RENOVATION OF A UPDATED BASEBALL FIELD FOR CHARLOTTE 49ERS BASEBALL PROGRAM | $10,000 |
| CHARLOTTE MEDICAL EDUCATION EXPANSION COMMISSION | |||||
| 1150 S KINGS DR | CHARLOTTE | NC | 28207 | TO STUDY POSSIBILITY OF BRINGING A FOUR-YEAR MEDICAL SCHOOL TO CHARLOTTE | $300,000 |
| HISTORIC ROSEDALE | |||||
| 3427 N TRYON STREET | CHARLOTTE | NC | 28206 | TO ASSIST IN THE PRESERVATION AND RESTORATION OF THE HISTORIC ROSEDALE PLANTATION | $40,000 |
| INTERNATIONAL MIDWIFE ASSISTANCE | |||||
| PO BOX 2672 | EUGENE | OR | 97402 | TO ASSIST IMA WITH RAISING THE STANDARDS OF MATERNAL AND INFANT HEALTH ACROSS THE GLOBE | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $750,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $301 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $136,300 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $149,140 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $285,741 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,741 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED ON NON-PROFIT SAVINGS ACCOUNT |
| 4 | DIVIDENDS FROM NON-PROFIT INVESTMENT ACCOUNT |
| 8 | NET CAPITAL GAINS FROM NON-PROFIT INVESTMENT ACCOUNT |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARKSDALE F HALTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 QUEENS ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $0 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BRAGG FINANCIAL BROKERAGE | StockNm |
| EOY Book Value | $5,805,093 | EOYBookValueAmt |
| EOYFMV | $5,805,093 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OFFICE EXPENSE | $3,415 |
| MARKETING | $2,420 |
| UTILITIES | $190 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD CONTRIBUTIONS | Desc |
| Amt | $557,038 | Amt |