JAMES T & LOUISE R BROYHILL FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JAMES T & LOUISE R BROYHILL FOUNDATION INC (EIN 56-1853094)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-24
- IRS object ID
- 201832979349100118
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-24T16:24:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562004785 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYERS ISOM & ASSOCIATES CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1752 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561853094 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES T & LOUISE R | BusinessNameLine1Txt |
| Business Name Line2 | BROYHILL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 3367244275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2841 REYNOLDS DRIVE | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT T BEACH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3367244275 | PhoneNum |
| Signature | 2018-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIMOTHY P ISOM CPA | PreparerPersonNm |
| PTIN | P01216889 | PTIN |
| Phone | 3368831375 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.11.44.204 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-24 | IPDt |
| IP Tm | 17:22:57 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D298B77A68CEEF69E0EA8E5AC476F1ED453703C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B81C555CD98725598B8D9860E5239BAA50311FD9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,638,392 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8,466 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,466 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $72,410 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,410 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,204 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,204 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,185 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $24,580 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,888 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,580 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $157 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $157 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $106,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,817 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $482 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $19 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $19 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,332 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $161,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $161,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,528 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $161,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $98,984 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,563 | CashBOYAmt |
| Cash EOY | $25,260 | CashEOYAmt |
| Cash EOYFMV | $25,260 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $215,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $215,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $215,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $215,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Invst Land Cost Or Other Basis | $19,143 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $22,450 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $19,143 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $25,750 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,985,159 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,921,058 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,372,382 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,244,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,180,461 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,638,392 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,244,172 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,180,461 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,244,172 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,180,461 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,244,172 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,180,461 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,244,172 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,180,461 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,180,461 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| P.B. REALTY, LLC - PASSTHRU K-1 | P | $266 | $266 | $266 | |
| P.B. REALTY, LLC - PASSTHRU K-1 | P | $191 | $191 | $191 | |
| VANGUARD - CAPITAL GAIN DISTRIBUTION | P | $13,333 | $13,333 | $13,333 | |
| BMC FUND - CAPITAL GAIN DISTRIBUTIONS | P | $13,848 | $13,848 | $13,848 | |
| WILLOW STREET PROPERTY | P | $250 | -$3,058 | -$3,058 | $3,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,580 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $164,153 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,250,328 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050504 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $164,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,323,185 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049399 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $146,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,294,482 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $141,503 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,043,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046497 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,652 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,842,283 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048430 | DistributionYr5Rt |
| Total Distribution | 0.239298 | TotalDistributionRt |
| Average Distribution | 0.047860 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,507,203 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $167,855 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $990 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $168,845 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $161,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,980 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,980 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,980 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,793 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,793 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,813 | OverpaymentAmt |
| Applied To ES Tax | $1,813 | 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 |
| 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 | MARILYN BEACH | IndividualWithBooksNm |
| Phone | 3367244275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 OCEAN COURSE DRIVE | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARILYN BROYHILL BEACH | ||||||||
| 5 OCEAN COURSE DRIVE | KIAWAH ISLAND | SC | 29455 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EDGAR BROYHILL | ||||||||
| 525 N HAWTHORNE ROAD | WINSTONSALEM | NC | 27104 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARILYN BROYHILL BEACH | ||||||||
| 5 OCEAN COURSE DRIVE | KIAWAH ISLAND | SC | 29455 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MARILYN BROYHILL BEACH | ||||||||
| 5 OCEAN COURSE DRIVE | KIAWAH ISLAND | SC | 29455 | TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES T BROYHILL | ||||||||
| 1930 VIRGINIA ROAD | WINSTONSALEM | NC | 27104 | CHAIRMAN OF THE BOARD | 1.00 | $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 | $3,280,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $237,450 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,560,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,560,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,409 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,507,203 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,980 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,980 | TotalTaxAmt |
| Distributable Before Adj | $173,380 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $173,380 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $173,380 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $161,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $161,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $161,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,380 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $160,751 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $161,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $160,751 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $173,131 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARILYN B BEACH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 OCEAN COURSE DRIVE | AddressLine1Txt |
| City | KIAWAH ISLAND | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29455 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3367244275 | RecipientPhoneNum |
| Recipient Email Address | MLBBEACH@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO PRESCRIBED FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE PRESENTLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE PRESENTLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASU FOUNDATION | |||||||
| ASU BOX 32026 | BOONE | NC | 286082026 | NONE | PC | LIBRARY | $5,000 |
| CENTENARY UNITED METHODIST CHURCH | |||||||
| 646 W 5TH ST | WINSTONSALEM | NC | 27101 | NONE | PC | SHINING LIGHT | $12,000 |
| CHILDREN'S LAW CENTER | |||||||
| 8 WEST 3RD STREET | WINSTONSALEM | NC | 27101 | NONE | PC | UNRESTRICTED | $7,000 |
| CRISIS CONTROL MINISTRY | |||||||
| 200 EAST 10TH STREET | WINSTONSALEM | NC | 27101 | NONE | PC | PHARMACY | $3,000 |
| NC MUSEUM OF HISTORY | |||||||
| 5 E EDENTON STREET | RALEIGH | NC | 276994650 | NONE | PC | UNRESTRICTED | $15,000 |
| NC STROKE ASSOCIATION | |||||||
| 409 S HAWTHORNE ROAD | WINSTONSALEM | NC | 27157 | NONE | PC | UNRESTRICTED | $8,000 |
| OLD SALEM | |||||||
| 600 S MAIN ST | WINSTONSALEM | NC | 27101 | NONE | PC | UNRESTRICTED | $2,000 |
| PATRIOT FOUNDATION | |||||||
| PO BOX 5069 | PINEHURST | NC | 283745069 | NONE | PC | UNRESTRICTED | $25,000 |
| REYNOLDA HOUSE MUSEUM OF AMERICAN ART | |||||||
| 2250 REYNOLDA ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | UNRESTRICTED | $5,000 |
| SECOND HARVEST FOOD BANK | |||||||
| 3655 REED ST | WINSTONSALEM | NC | 27107 | NONE | PC | UNRESTRICTED | $5,000 |
| SENIOR SERVICES | |||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27105 | NONE | PC | UNRESTRICTED | $20,000 |
| SPEECH GARDEN INSTITUTE | |||||||
| 1235-E 140 EAST BLVD | CHARLOTTE | NC | 28203 | NONE | PC | UNRESTRICTED | $5,000 |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | |||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | NONE | PC | PRB FUND | $20,000 |
| UNITED WAY OF FORSYTH COUNTY | |||||||
| 301 N MAIN STREET 1700 | WINSTONSALEM | NC | 27101 | NONE | PC | UNRESTRICTED | $5,000 |
| ABC OF NC | |||||||
| 905 FRIEDBERG CHURCH RD | WINSTONSALEM | NC | 27127 | NONE | PC | UNRESTRICTED | $10,000 |
| READWS | |||||||
| 520 SUMMIT ST | WINSTONSALEM | NC | 27101 | NONE | PC | UNRESTRICTED | $1,000 |
| SUMMIT SCHOOL | |||||||
| 2100 REYNOLDA ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | UNRESTRICTED | $5,000 |
| UNC SCHOOL OF THE ARTS | |||||||
| 1533 S MAIN STREET | WINSTONSALEM | NC | 27127 | NONE | PC | ENDOWED SCHOLARSHIP | $3,000 |
| SALVATION ARMY OF THE CAROLINAS | |||||||
| 501 ARCHDALE DRIVE | CHARLOTTE | NC | 28217 | NONE | PC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $161,000 | 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 | $8,466 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,410 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,185 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,580 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,798 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,798 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MYERS, ISOM & ASSOCIATES, CPAS | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND - WILLOW | $3,308 | $0 | $3,308 | $0 |
| LAND - RUTHERFORD | $19,142 | $0 | $19,142 | $25,750 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BMC FUND | AT COST | $549,665 | $637,802 |
| VANGUARD GROUP FUNDS | AT COST | $1,270,360 | $2,654,486 |
| PB REALTY, LLC | AT COST | $101,033 | $80,094 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES-BMC FUND | $5,005 | $5,005 | $0 |
| P.B. REALTY, LLC - ORDINARY LOSS | $2,274 | $2,274 | $0 |
| P.B. REALTY, LLC - PORTFOLIO DEDUCTIONS | $53 | $53 | $0 |
| OFFICE SUPPLIES (CHECKS) | $44 | $0 | $0 |
| BANK CHARGES | $3 | $0 | $0 |
| MISCELLANEOUS | $57 | $0 | $0 |
| INVESTMENT INTEREST EXPENSE | $41 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | P.B.REALTY, LLC - PASSTHRU K-1 | Desc |
| Revenue And Expenses Per Books | $157 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $157 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $157 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $300 | $300 | $0 |
| REAL ESTATE TAXES | $182 | $182 | $0 |