STONE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STONE FOUNDATION (EIN 45-2571353)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-02-27
- IRS object ID
- 201700589349100305
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-27T14:14:21-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562127218 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCCLURE CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 757 | AddressLine1Txt |
| City | NORTH WILKESBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28659 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452571353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STONE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STON | BusinessNameControlTxt |
| Phone | 3369038965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 PARTRIDGE LANE | AddressLine1Txt |
| City | WILKESBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28697 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY D STONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3369038965 | PhoneNum |
| Signature | 2017-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY DAVID MCCLURE | PreparerPersonNm |
| PTIN | P01220271 | PTIN |
| Phone | 3368387077 | PhoneNum |
| Preparation | 2017-02-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 3DD5D0FADC5FD3038290D493CF907AC3BA83F794 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CCCA9011C19B24D830D07A6325CD33DBF1792E80 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,907,712 | 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 | $25,409 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $31 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $31 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,950 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,950 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,950 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $84,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,066 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $20,708 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,708 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,490 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,490 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,801 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,801 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,499 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,664 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,664 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $121,163 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,499 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,664 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,567 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,413 | CashBOYAmt |
| Cash EOY | $7,660 | CashEOYAmt |
| Cash EOYFMV | $7,660 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $82,727 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,084 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $918,876 | CorporateStockBOYAmt |
| Corporate Stock EOY | $918,876 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $989,708 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $374,580 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $374,159 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $353,909 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $553,819 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $552,439 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $515,351 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,931,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,894,218 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,907,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,931,415 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,894,218 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,931,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,931,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,894,218 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,931,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,894,727 | SubtotalAmt |
| Other Decreases | $509 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,894,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,950 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $45,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,919,013 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023658 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,074 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,968,774 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,845 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,885,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027504 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $36,440 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,926,667 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018913 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,955,658 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.001534 | DistributionYr5Rt |
| Total Distribution | 0.112281 | TotalDistributionRt |
| Average Distribution | 0.022456 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,884,125 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,310 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $336 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,664 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $336 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $336 | SubtotalAmt |
| Tax Based On Investment Income | $336 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $336 | 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 |
| 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 | LARRY D STONE | IndividualWithBooksNm |
| Phone | 3369038965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 PARTRIDGE LANE | AddressLine1Txt |
| City | WILKESBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28697 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| LARRY D STONE | ||||||||
| 149 PARTRIDGE LANE | WILKESBORO | NC | 28697 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DIANE A STONE | ||||||||
| 149 PARTRIDGE LANE | WILKESBORO | NC | 28697 | SECRETARY | 0.25 | $0 | $0 | $0 |
| LARRY D STONE JR | ||||||||
| 1889 BRADSHAW BLVD | COOKEVILLE | TN | 385066001 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CHRIS D STONE | ||||||||
| 5055 CATALINA COURT | MANITOWOC | WI | 54220 | DIRECTOR | 0.25 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO QUALIFIED PUBLIC CHARITABLE ORGANIZATIONS. CONTRIBUTIONS WERE MADE TO 40 SUCH ORGANIZATIONS IN 2015 (PART XV). | Description1Txt |
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 | $1,846,375 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,912,817 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,912,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,884,125 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $336 | TotalTaxAmt |
| Distributable Before Adj | $93,870 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,870 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,870 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,664 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,664 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $336 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,328 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,451 | UndistributedIncomePYAmt |
| Qualifying Distributions | $95,664 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,451 | AppliedToYear1Amt |
| Applied To Current Year | $213 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $93,657 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| WCC ENDOWMENT | ||||||
| PO BOX 120 | WILKESBORO | NC | 28697 | UNRESTRICTED | $9,025 | |
| UNIVERSITY OF WISCONSIN-MANITOWOC | ||||||
| 705 VIEBAHN ST | MANITIWOC | WI | 54220 | UNRESTRICTED | $1,000 | |
| YMCA OF NORTHWEST NC | ||||||
| HWY 268W | WILKESBORO | NC | 28697 | UNRESTRICTED | $10,300 | |
| WILKES COUNTY HALL OF FAME | ||||||
| 613 CHERRY STREET | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $2,200 | |
| WILKES COUNTY SCHOOLS | ||||||
| 613 CHERRY STREET | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $5,606 | |
| WILKES EDUCATIONAL FOUNDATION | ||||||
| 613 CHERRY STREET | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $500 | |
| AUTISM SOCIETY OF THE LAKESHORE | ||||||
| 434 NORTH 8TH STREET | MANITOWOC | WI | 54220 | UNRESTRICTED | $1,000 | |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | UNRESTRICTED | $7,513 | |
| THE HOPE HOUSE | ||||||
| 1110 S 10TH STREET | MANITWOC | WI | 54220 | UNRESTRICTED | $1,000 | |
| AMERICAN HEART ASSOCIATION | ||||||
| PO BOX 2361 | WILKESBORO | NC | 28697 | UNRESTRICTED | $200 | |
| FRIENDS OF THE LIBRARY | ||||||
| CAMPUS BOX 7111 | RALEIGH | NC | 27695 | UNRESTRICTED | $4,000 | |
| APPALACHIAN STATE UNIVERSITY FNDN | ||||||
| ASU BOX 32007 | BOONE | NC | 28608 | UNRESTRICTED | $1,250 | |
| JEREMY ELLIOT SCHOLARSHIP FNDN | ||||||
| PO BOX 635 | JEFFERSON | NC | 28640 | UNRESTRICTED | $1,200 | |
| UPPER CUMBERLAND CHILD ADVOCACY | ||||||
| 480 OLD KENTUCKY ROAD | COOKEVILLE | TN | 38501 | UNRESTRICTED | $5,000 | |
| WAW SCHOLARSHIP ENDOWMENT | ||||||
| PO BOX 1565 | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $1,000 | |
| HUNTERS HELPING KIDS | ||||||
| PO BOX 247 | SAXAPAHAW | NC | 27340 | UNRESTRICTED | $250 | |
| WILKES CENTRAL HIGH ATHLETICS | ||||||
| 1179 MORAVIAN FALLS ROAD | WILKESBORO | NC | 28697 | UNRESTRICTED | $1,100 | |
| WILKES MINISTRY OF HOPE | ||||||
| 514 ELKIN HIGHWAY | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $5,600 | |
| CHILDREN'S HOPE ALLIANCE | ||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | UNRESTRICTED | $1,000 | |
| UNITED WAY OF WILKES COUNTY | ||||||
| 910 C STREET | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $1,000 | |
| WILKES COUNTY 4-H | ||||||
| 416 EXECUTIVE DRIVE | WILKESBORO | NC | 28697 | UNRESTRICTED | $1,000 | |
| CARENET COUNSELING | ||||||
| 204 JEFFERSON STREET | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $200 | SUITE 106 |
| CHILDRESS INSTITUTE | ||||||
| 575 N PATTERSON AVE | WINSTONSALEM | NC | 27101 | UNRESTRICTED | $1,000 | SUITE 148 |
| BLUE RIDGE OPPORTUNITY COMMISSION | ||||||
| 710 VETERANS DRIVE | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $5,000 | |
| YADKIN RIVER GREENWAY | ||||||
| PO BOX 191 | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $1,000 | |
| WILKES PREGNANCY CARE CENTER | ||||||
| 1224 SCHOOL STREET | WILKESBORO | NC | 28697 | UNRESTRICTED | $1,000 | |
| WILKES HERITAGE MUSEUM | ||||||
| PO BOX 935 | WILKESBORO | NC | 28697 | UNRESTRICTED | $5,000 | |
| WILKES ART GALLERY | ||||||
| 913 C STREET | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $1,000 | |
| RUBY PARDUE BLACKBURN ADULT CARE | ||||||
| PO BOX 984 | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $3,000 | |
| MORAVIAN FALLS ELEMENTARY | ||||||
| 2001 MORAVIAN FALLS ROAD | MORAVIAN FALLS | NC | 28654 | UNRESTRICTED | $2,000 | |
| WILKES DEVELOPMENTAL DAY SCHOOL | ||||||
| PO BOX 545 | WILKESBORO | NC | 28697 | UNRESTRICTED | $2,000 | |
| MULBERRY ELEMENTARY SCHOOL | ||||||
| 190 MULBERRY SCHOOL RD | NORTH WILKESBORO | NC | 28649 | UNRESTRICTED | $2,000 | |
| PETER'S WISH | ||||||
| 2940 LYNNHAVEN DR | VIRGINIA BEACH | VA | 23451 | UNRESTRICTED | $5,000 | |
| ROARING RIVER ELEMENTARY | ||||||
| 283 WHITE PLAINS RD | ROARING RIVER | NC | 28669 | UNRESTRICTED | $720 | |
| MILLERS CREEK ELEMENTARY | ||||||
| 4320 N NC HWY 16 | MILLERS CREEK | NC | 28651 | UNRESTRICTED | $1,000 | |
| VFW HONOR GUARD NC | ||||||
| PO BOX 25337 | RALEIGH | NC | 27611 | UNRESTRICTED | $1,000 | |
| CELINA METHODIST CHURCH | ||||||
| 12465 FM 428 | CELINA | TX | 75009 | UNRESTRICTED | $1,000 | |
| SMITHVILLE HEAD START | ||||||
| 308 SW 4TH ST | SMITHVILLE | TX | 78957 | UNRESTRICTED | $1,000 | |
| WILKES HABITAT FOR HUMANITY | ||||||
| PO BOX 1383 | NORTH WILKESBORO | NC | 28659 | UNRESTRICTED | $1,000 | |
| HOLIDAY HOUSE | ||||||
| PO BOX 579 | MANITOWOC | WI | 54221 | UNRESTRICTED | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,664 | 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 | $31 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,085 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,950 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $59,066 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,066 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LARRY D STONE | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 149 PARTRIDGE LANE | AddressLine1Txt |
| City | WILKESBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28697 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,409 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FD | $121,145 | $121,682 |
| PIMCO EMERGING LOCAL BOND | $29,604 | $19,269 |
| EATON VANCE FLOATING RATE | $19,595 | $19,061 |
| METROPOLITAN WEST TOTAL RET BD | $121,145 | $117,789 |
| JPMORGAN HIGH YIELD | $20,233 | $18,760 |
| FIDELITY EMERGING MKTS | $41,902 | $39,512 |
| DREYFUS INTL BOND | $20,535 | $17,836 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED STRATEGIC VALUE DIVIDEND | $127,511 | $151,794 |
| JP MORGAN MID CAP VALUE | $58,441 | $67,768 |
| HARBOR CAP APPRECIATION | $65,130 | $85,751 |
| ISHARES RUSSELL 2000 | $32,391 | $45,258 |
| MONDRIAN INTERNATIONAL EQUITY | $103,670 | $107,286 |
| DELAWARE POOLED INTL EQUITY | ||
| ARTISAN INTL FUND 661 | $114,655 | $101,788 |
| ISHARES CORE S&P 500 | $132,513 | $151,868 |
| ISHARES RUSSELL MID-CAP | $64,444 | $70,608 |
| STRATTON SMALL CAP VALUE | $39,435 | $44,502 |
| VANGUARD FTSE EMRG MKT | $180,686 | $163,085 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AQR MANAGED FUTURES | AT COST | $85,660 | $77,385 |
| EATON VANCE GLOBAL MACRO | AT COST | $49,286 | $46,183 |
| ISHARES GOLD TRUST | AT COST | $54,545 | $38,049 |
| DRIEHAUS ACTIVE INCOME FUND | AT COST | $40,311 | $38,209 |
| SPDR DJ WILSHIRE R/E | AT COST | $60,658 | $50,692 |
| VANGUARD REIT VIPER | AT COST | $89,019 | $104,731 |
| ASG GLOBAL ALT | AT COST | $39,435 | $36,432 |
| ROBECO BOSTON PTRS L/S RESEARCH | AT COST | $71,388 | $76,806 |
| GOLDMAN SACHS COMM STRAT | AT COST | $62,137 | $46,864 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVED AFTER 12/31 | Desc |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2015 EXCISE TAX | Desc |
| Amt | $509 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $1,801 | $1,801 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES - WELL FARGO | CategoryTxt |
| Amt | $20,708 | Amt |
| Net Investment Income | $20,708 | NetInvestmentIncomeAmt |