GOODMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GOODMAN FOUNDATION INC (EIN 56-6034757)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202543079349100309
- Schema version
- 2024v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T09:27:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562219353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR L HATTAWAY JR CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2855 W INNES STREET | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28144 | 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 | 566034757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 7046335982 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY V GOODMAN | PersonNm |
| Person Title | PRES & TREAS | PersonTitleTxt |
| Phone | 7046335982 | PhoneNum |
| Signature | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR L HATTAWAY JR | PreparerPersonNm |
| PTIN | P00296397 | PTIN |
| Phone | 7046033418 | PhoneNum |
| Preparation | 2025-10-31 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $11,428,466 | 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 | $437,248 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $279,727 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,752 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$40,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $178,811 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,411 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,411 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $677,821 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,163 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $50,332 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,332 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,776 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $153 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $153 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $56,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,261 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $625,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $625,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $682,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,261 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $625,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,902 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,574 | CashBOYAmt |
| Cash EOY | $12,373 | CashEOYAmt |
| Cash EOYFMV | $12,373 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $359,183 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $781,057 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $781,057 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $125,362 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $60,019 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $60,019 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,092,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,910,601 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,910,601 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,805,277 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,992,761 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,992,761 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,148,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,671,655 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,671,655 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,574,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,428,466 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,428,466 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,574,478 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,428,466 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,574,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,428,466 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,574,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,428,466 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,574,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,615 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,258,779 | OtherIncreasesAmt |
| Subtotal | $14,828,642 | SubtotalAmt |
| Other Decreases | $3,400,176 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,428,466 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$40,565 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,126 | SubtotalAmt |
| Tax Based On Investment Income | $3,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,699 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,699 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,573 | OverpaymentAmt |
| Applied To ES Tax | $2,573 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | 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 | ARTHUR L HATTAWAY JR | IndividualWithBooksNm |
| Phone | 7046335982 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281451040 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY V GOODMAN | ||||||||
| PO BOX 1040 | SALISBURY | NC | 281451040 | PRES & TREAS | 000.00 | $0 | $0 | $0 |
| DOROTHY G SETTLE | ||||||||
| P O BOX 1040 | SALISBURY | NC | 28145 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ARTHUR L HATTAWAY JR | ||||||||
| PO BOX 1040 | SALISBURY | NC | 281451040 | ASST. SECRET | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,949,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $280,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,229,766 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,229,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $168,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,061,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $553,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $553,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,126 | TotalTaxAmt |
| Distributable Before Adj | $549,940 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $549,940 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $549,940 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $625,800 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $625,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $549,940 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $623,450 | UndistributedIncomePYAmt |
| Qualifying Distributions | $625,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $623,450 | AppliedToYear1Amt |
| Applied To Current Year | $2,350 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $547,590 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGRICULTURAL DEVELOPMENT FUND | ||||||||
| 3400 BURNETT TANDY DR | FORT WORTH | TX | 76107 | PC | CHARITABLE USE | $1,000 | ||
| ALL SOULS COUNSELING CENTER | ||||||||
| 35 ARLINGTON ST | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $40,000 | ||
| ALZHEIMER'S ASSOCIATION | ||||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | PC | CHARITABLE USE | $20,000 | ||
| ANNUAL GIVING FOR NC STATE | ||||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | PC | CHARITABLE USE | $10,000 | ||
| APPALACHIAN REGIONAL HEALTHCARE | ||||||||
| PO BOX 2600 | BOONE | NC | 28607 | PC | CHARITABLE USE | $15,000 | FOUNDATION | |
| APPALACHIAN STATE UNIVERSITY | ||||||||
| 263 LOTUS ST | BOONE | NC | 28608 | PC | CHARITABLE USE | $5,000 | ||
| ACS FOUNDATION | ||||||||
| 43 COLLEGE PL 312 | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $15,000 | ||
| BLACK MOUNTAIN HOME FOR CHILDREN | ||||||||
| 80 LAKE EDEN ROAD | BLACK MOUNTAIN | NC | 28711 | PC | CHARITABLE USE | $26,000 | YOUTH & FAMILIES | |
| BROOKWOOD CHURCH | ||||||||
| 580 BROOKWOOD POINT PL | SIMPSONVILLE | SC | 29681 | PC | CHARITABLE USE | $5,000 | ||
| BUDDIES PLACE | ||||||||
| PO BOX 123593 | FORT WORTH | TX | 761213593 | PC | CHARITABLE USE | $2,500 | ||
| CRU | ||||||||
| PO BOX 628222 | ORLANDO | FL | 32862 | PC | CHARITABLE USE | $500 | ||
| CAROLINA RESOURCE CENTER FOR EATING | ||||||||
| PO BOX 18103 | ASHEVILLE | NC | 28814 | PC | CHARITABLE USE | $78,000 | DISORDERS | |
| CENTRAL UNITED METHODIST CHURCH | ||||||||
| 27 CHURCH STREET | ASHEVILLE | NC | 288033049 | PC | CHARITABLE USE | $55,000 | ||
| CLEMSON UNIVERSITY | ||||||||
| PO BOX 1889 | CLEMSON | SC | 29631 | PC | CHARITABLE USE | $10,000 | ||
| COOK CHILDREN'S HEALTH FOUNDATION | ||||||||
| 801 SEVENTH AVE | FORT WORTH | TX | 76104 | PC | CHARITABLE USE | $11,000 | ||
| DISABLED AMERICAN VETERANS TRUST | ||||||||
| 860 DOLWICK DRIVE | ERLANGER | KY | 41018 | PC | CHARITABLE USE | $1,000 | ||
| EDUCATIONAL FIRST STEPS | ||||||||
| 4900 SE LOOP 820 | FORT WORTH | TX | 76140 | PC | CHARITABLE USE | $10,000 | SUITE 204 | |
| EQUAL PLATES | ||||||||
| PO BOX 2032 | ASHEVILLE | NC | 28802 | PC | CHARITABLE USE | $5,000 | ||
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 40 CHURCH ST | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $100 | ||
| FORT WORTH MUSEUM OF SCIENCE | ||||||||
| 1600 GENDY ST | FORT WORTH | TX | 76107 | PC | CHARITABLE USE | $10,000 | ||
| FRIENDS OF THE WNC NATURE CENTER | ||||||||
| PO BOX 19151 | ASHEVILLE | NC | 28815 | PC | CHARITABLE USE | $5,000 | ||
| GIVENS COMMUNITIES | ||||||||
| 100 WESLEY DRIVE 708 | ASHEVILLE | NC | 28803 | PC | CHARITABLE USE | $500 | ||
| GRACE LUTHERAN CHURCH | ||||||||
| PO BOX 1870 | FORT WORTH | TX | 76101 | PC | CHARITABLE USE | $1,000 | ||
| GRANDFATHER MOUNTAIN STEWARDSHIP | ||||||||
| PO BOX 129 | LINVILLE | NC | 28646 | PC | CHARITABLE USE | $20,000 | FOUNDATION | |
| GREEN WORKS | ||||||||
| 2 SULPHUR SPRINGS RD | ASHEVILLE | NC | 28806 | PC | CHARITABLE USE | $3,000 | ||
| HABITAT FOR HUMANITY | ||||||||
| 33 MEADOW RD | ASHEVILLE | NC | 288032652 | PC | CHARITABLE USE | $15,200 | ||
| HAYWOOD STREET CONGREGATION | ||||||||
| PO BOX 2982 | ASHEVILLE | NC | 28802 | PC | CHARITABLE USE | $6,000 | ||
| HIGH POINT UNIVERSITY | ||||||||
| 1 UNIVERSITY PARKWAY | HIGH POINT | NC | 27268 | PC | CHARITABLE USE | $10,000 | PRESIDENT LEADERSHIP CABINET | |
| HELPMATE ASHEVILLE | ||||||||
| PO BOX 2263 | ASHEVILLE | NC | 28802 | PC | CHARITABLE USE | $10,000 | ||
| HIGHLAND PARK EDUCATION FOUNDATION | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | PC | CHARITABLE USE | $10,000 | ||
| HOSPITALITY HOUSE NORTHWEST NC | ||||||||
| PO BOX 309 | BOONE | NC | 28607 | PC | CHARITABLE USE | $3,000 | ||
| JAMES L WEST CENTER FOR DEMENTIA | ||||||||
| 1111 SUMMIT AVENUE | FORT WORTH | TX | 76102 | PC | CHARITABLE USE | $5,000 | CARE | |
| KIMBELL ART MUSEUM | ||||||||
| 3333 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PC | CHARITABLE USE | $11,000 | ||
| KIWANIS CLUB OF ASHEVILLE | ||||||||
| 1845 BREVARD RD | ARDEN | NC | 28704 | PC | CHARITABLE USE | $5,000 | ||
| MANNA FOOD BANK | ||||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | PC | CHARITABLE USE | $15,000 | ||
| MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | PC | CHARITABLE USE | $15,000 | ||
| MEALS ON WHEELS | ||||||||
| 146 VICTORIA ROAD | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $16,000 | ||
| NATIONAL PARKS CONSERVATION | ||||||||
| PO BOX 97202 | WASHINGTON | DC | 200777435 | PC | CHARITABLE USE | $3,000 | ASSOCIATION | |
| NORTH CAROLINA ARBORETUM SOCIETY | ||||||||
| 100 FREDERICK LAW OLMSTED | ASHEVILLE | NC | 28806 | PC | CHARITABLE USE | $5,000 | ||
| NORTH CAROLINA VETERINARY MEDICAL | ||||||||
| CAMPUS BOX 7207 | RALEIGH | NC | 27695 | PC | CHARITABLE USE | $15,000 | FOUNDATION | |
| OUTRIGHT YOUTH | ||||||||
| PO BOX 2222 | HICKORY | NC | 28603 | PC | CHARITABLE USE | $1,000 | ||
| PEAK ACADEMY | ||||||||
| 27 BALM GROVE AVE | ASHEVILLE | NC | 28806 | PC | CHARITABLE USE | $5,000 | ||
| PISGAH LEGAL SERVICES | ||||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | PC | CHARITABLE USE | $5,000 | ||
| PIVOTPOINT WNC | ||||||||
| 30 CUMBERLAND AVE | DALLAS | TX | 75380 | PC | CHARITABLE USE | $1,000 | STE 103 | |
| REGROUP WNC | ||||||||
| 2300 TATTERSAIL DR | CHARLOTTE | NC | 28210 | PC | CHARITABLE USE | $6,000 | ||
| RIVERLINK | ||||||||
| 170 LYMAN ST | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $5,000 | ||
| INSTITUTE FOR SHIPBOARD EDUCATION | ||||||||
| PO BOX 842945 | DALLAS | TX | 75284 | PC | CHARITABLE USE | $5,000 | ||
| SHELTER DOG TRANSPORT ALLIANCE | ||||||||
| 39 WOODVALE AVE | ASHEVILLE | NC | 28804 | PC | CHARITABLE USE | $1,000 | ||
| SMILEONADG INC | ||||||||
| PO BOX 584 | VALLE CRUCIS | NC | 28691 | PC | CHARITABLE USE | $1,000 | ||
| STAR TELEGRAM CHARITIES | ||||||||
| 808 THROCKMORTON ST | FORT WORTH | TX | 76102 | PC | CHARITABLE USE | $5,000 | ||
| SUSAN G KOMEN FOUNDATION | ||||||||
| 13770 NOEL RD | DALLAS | TX | 75380 | PC | CHARITABLE USE | $1,000 | STE 801889 | |
| SWEETWATER CEMETERY FUND | ||||||||
| US 441 | PEARSON | GA | 31642 | PC | CHARITABLE USE | $2,000 | ||
| TARRANT AREA FOOD BANK | ||||||||
| 2525 CULLEN ST | FORT WORTH | TX | 76107 | PC | CHARITABLE USE | $5,000 | ||
| TEXAS CHRISTIAN UNVIERSITY | ||||||||
| TCU BOX 297044 | FORT WORTH | TX | 76129 | PC | CHARITABLE USE | $10,000 | ||
| THE FWCD FUND | ||||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | PC | CHARITABLE USE | $10,000 | ||
| THE MICHAEL J FOX FOUNDATION | ||||||||
| GRAND CENTRAL STATION | NEW YORK | NY | 10163 | PC | CHARITABLE USE | $1,000 | PO BOX 4777 | |
| TUNNEL TO TOWERS | ||||||||
| PO BOX 70719 | PHILADELPHIA | PA | 19176 | PC | CHARITABLE USE | $10,000 | ||
| UNC ASHEVILLE FOUNDATION INC | ||||||||
| 1 UNIVERSITY HEIGHTS | ASHEVILLE | NC | 288048507 | PC | CHARITABLE USE | $10,000 | ||
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||
| PO BOX 910888 | DALLAS | TX | 753910888 | PC | CHARITABLE USE | $15,000 | ||
| WATAUGA HUMANE SOCIETY | ||||||||
| 312 PAWS WAY | BOONE | NC | 28607 | PC | CHARITABLE USE | $13,000 | ||
| UNITED WAY OF ASHEVILLE | ||||||||
| 50 S FRENCH BROAD AVE | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $20,000 | & BUNCOMBE COUNTY | STE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $625,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,727 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,411 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$40,565 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $240,573 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,573 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AGGREGATE RESOURCES LLC | ||||||
| 1 | PO BOX 1040 | SALISBURY | NC | 28145 | $46,000 | Yes (X) |
| B V HEDRICK GRAVEL & SAND COMPANY | ||||||
| 2 | PO BOX 1040 | SALISBURY | NC | 28145 | $165,086 | Yes (X) |
| MATERIAL SALES COMPANY | ||||||
| 3 | PO BOX 1040 | SALIBURY | NC | 28145 | $28,744 | Yes (X) |
| CUMBERLAND GRAVEL & SAND COMPANY | ||||||
| 4 | PO BOX 1040 | SALISBURY | NC | 28145 | $98,427 | Yes (X) |
| SOUTHERN CONCRETE MATERIALS | ||||||
| 5 | PO BOX 1040 | SALISBURY | NC | 28145 | $98,991 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $71,959 | $71,959 |
| BERKSHIRE HATHAW | $71,435 | $71,435 |
| BOOKING HOLDINGS | $72,508 | $72,508 |
| COMCAST | ||
| DFA INFLATION PROTECTED | $125,052 | $125,052 |
| DFA INVESTMENT GRADE | $300,101 | $300,101 |
| DODGE & COX GLOBAL BOND | $193,608 | $193,608 |
| GILEAD SCIENCES | ||
| PNC FINL SVCS GRO | $72,488 | $72,488 |
| TRUIST FINL CORP | ||
| VANGUARD INFLATION | $301,558 | $301,558 |
| VANGUARD SHORT TERM | $784,052 | $784,052 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $97,501 | $97,501 |
| ALPHABET INC. | $123,976 | $123,976 |
| AMGEN INC. | $133,708 | $133,708 |
| APPLE INC | $828,139 | $828,139 |
| BLACK ROCK INC | $346,487 | $346,487 |
| BRISTOL-MYERS SQUIBB | ||
| CISCO SYSTEMS INC | $229,992 | $229,992 |
| COMCAST CLASS A | $89,847 | $89,847 |
| DOVER CORPORATION | $214,614 | $214,614 |
| EMERSON ELECTRIC CO | $126,533 | $126,533 |
| HOME DEPOT INC | $210,055 | $210,055 |
| HUNTINGTON BANCSHS | $101,395 | $101,395 |
| INTERPUBLIC GRP COS | $41,750 | $41,750 |
| JOHNSON & JOHNSON | $108,031 | $108,031 |
| JPMORGAN CHASE & CO | $388,570 | $388,570 |
| MICROSOFT CORP | $818,975 | $818,975 |
| NOVO NORDISK A/S | $310,618 | $310,618 |
| ORACLE CORP | $260,125 | $260,125 |
| PEPSICO INCORPORATED | $180,039 | $180,039 |
| PNC FINL SERVICES GP INC | $183,015 | $183,015 |
| POLARIS INDUSTRIES | $62,057 | $62,057 |
| RIO TINTO PLC SPON ADR F | $110,563 | $110,563 |
| STRYKER CORP | $298,481 | $298,481 |
| TAIWAN SEMICONDUCTOR ADRF | $704,447 | $704,447 |
| TARGET CORPORATION | $221,695 | $221,695 |
| UNILEVER PLC | $74,334 | $74,334 |
| UNITED PARCEL SRVC | $163,173 | $163,173 |
| VISHAY INTERTECH | ||
| WAL-MART STORES INC | $280,266 | $280,266 |
| WILLIAMS SONOMA | $202,215 | $202,215 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $60,019 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $60,019 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFA EMERGING MKTS CORE | FMV | $209,968 | $209,968 |
| DFA INTERNATIONAL CORE EQ | FMV | $204,434 | $204,434 |
| DFA US SMALL CAP VALUE | FMV | $249,159 | $249,159 |
| ISHARES RUSSELL 2000 | FMV | $156,882 | $156,882 |
| VANGUARD FTSE DEVELOPED | FMV | $256,985 | $256,985 |
| WIDSOM EMRG MKTS | FMV | $67,705 | $67,705 |
| WISDOM US MIDCAP | FMV | $417,546 | $417,546 |
| VANGUARD GNMA ADM | FMV | $64,253 | $64,253 |
| ISHARES FLOATING RATE | FMV | $44,723 | $44,723 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET TRANSFER TO MAG FAMILY FOUNDATION | Desc |
| Amt | $3,400,176 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADR FEES | $153 | $153 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHWAB DEPOSIT | Desc |
| Revenue And Expenses Per Books | $1,411 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,411 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $1,258,779 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $50,332 | Amt |
| Net Investment Income | $50,332 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $3,375 | |
| FOREIGN TAXES ON DIVIDENDS | $2,776 | $2,776 |