MIKE & CAROLYN JONES FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MIKE & CAROLYN JONES FOUNDATION (EIN 20-1997491)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201731319349100103
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T07:02:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH 3RD STREET FIFTH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28401 | 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 | 201997491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL K JONES & CAROLYN N JONES | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9106534001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL K JONES | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9106534001 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB WAGNER | PreparerPersonNm |
| PTIN | P00037480 | PTIN |
| Phone | 9107629671 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.171.132.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 14:22:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2BB80BB1B408F893B32AAC2796CDAEA884498FEA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC445F2A4F846D4B0EDE69CE9B7531EE052BB183 | 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 | $398,006 | 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 | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,603 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,603 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $85,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,168 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $527 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $527 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $20,318 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,318 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $229 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $229 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,029 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,726 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,029 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,289 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,231 | CashBOYAmt |
| Cash EOY | $5,733 | CashEOYAmt |
| Cash EOYFMV | $5,733 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,359 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,621 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,621 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $262,191 | CorporateStockBOYAmt |
| Corporate Stock EOY | $248,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $346,652 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,037 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $300,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $300,325 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $398,006 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $300,818 | RetainedEarningBOYAmt |
| Retained Earning EOY | $300,325 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $300,818 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $300,325 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $300,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $300,325 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $300,818 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $301,410 | SubtotalAmt |
| Other Decreases | $1,085 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $300,325 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NETFLIX - 105 SHS | P | 2015-07-07 | 2016-04-04 | $11,635 | $9,830 | $1,805 | $1,805 |
| WELLS FARGO - 500 SHS | P | 2016-09-13 | 2016-11-11 | $25,722 | $23,450 | $2,272 | $2,272 |
| FORD MOTOR - 800 SHS | P | 2010-03-11 | 2016-08-09 | $9,828 | $9,914 | -$86 | -$86 |
| YAHOO INC - 200 SHS | P | 2014-09-23 | 2016-09-07 | $8,857 | $8,392 | $465 | $465 |
| BANK OF AMERICA CORP - 1000 SHS | P | 2009-01-13 | 2016-11-21 | $20,290 | $10,660 | $9,630 | $9,630 |
| FORD MOTOR - 500 SHS | P | 2010-03-11 | 2016-08-09 | $6,142 | $6,455 | -$313 | -$313 |
| RESERVE YIELD PLUS FUND INC - 3120.889 SHS | P | 2008-06-11 | 2016-06-15 | $3,121 | $4,726 | -$1,605 | -$1,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,168 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,214 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $358,430 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045236 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,671 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $332,673 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047106 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,078 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $313,847 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044856 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,902 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $285,782 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,957 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $284,258 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052618 | DistributionYr5Rt |
| Total Distribution | 0.238461 | TotalDistributionRt |
| Average Distribution | 0.047692 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $367,866 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $17,544 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $193 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $17,737 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $386 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $386 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $214 | OverpaymentAmt |
| Applied To ES Tax | $214 | 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 |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| 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 | MICHAEL K JONES | IndividualWithBooksNm |
| Phone | 9106534001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL K JONES | ||||||||
| 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | CHAIRMAN, TREASURER | 5.00 | $0 | $0 | $0 |
| CAROLYN N JONES | ||||||||
| 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | VICE-CHAIRMAN, SECRETARY | 5.00 | $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 | $329,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $373,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $373,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,602 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $367,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $386 | TotalTaxAmt |
| Distributable Before Adj | $18,007 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,007 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,007 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,007 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,628 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,628 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $872 | 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 | $17,135 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL K JONES | ContributingManagerNm |
| Contributing Manager | CAROLYN N JONES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL K JONES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9106534001 | RecipientPhoneNum |
| Form And Info And Materials | NO SET SPECIFICATIONS AT THIS TIME. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFYING DISTRIBUTIONS WILL BE MADE TO CHARITIES PRIMARILY LOCATED IN SOUTHEASTERN NORTH CAROLINA AND NORTHEASTERN SOUTH CAROLINA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHANY CHRISTIAN SERVICES | |||||||
| 1113 44TH AVENUE N SUITE 304 | MYRTLE BEACH | SC | 29577 | NONE | PC | PROTECTING AND ENHANCING THE LIVES OF CHILDREN AND FAMILIES THROUGH QUALITY SOCIAL SERVICES | $245 |
| BROOKGREEN GARDENS | |||||||
| PO BOX 3368 | PAWLEYS ISLAND | SC | 29585 | NONE | PC | PRESERVATION OF SOUTH CAROLINA'S NATIVE FLORA AND FAUNA & DISPLAY/PRESERVATION OF GARDEN SCULPTURES | $500 |
| CAMPUS OUTREACH | |||||||
| 2335 PRESIDENTIAL DRIVE | DURHAM | NC | 27703 | NONE | PC | PROVIDE MISSIONARIES TO UNREACHED GROUPS OF PEOPLE | $245 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 2051 FORESTBROOK ROAD | MYRTLE BEACH | SC | 29588 | NONE | PC | PROVIDING CHRISTIAN MINISTRY SERVICES TO ATHLETES AND COACHES | $220 |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 1300 N KINGS HWY | MYRTLE BEACH | SC | 29577 | NONE | PC | PROVIDE CHRISTIAN MINISTRY & SUPPORT SERVICES AT THE LOCAL AND GLOBAL LEVELS | $7,000 |
| FIRST PRESBYTERIAN CHURCH GROWING TREE | |||||||
| PO BOX 1306 | MYRTLE BEACH | SC | 29578 | NONE | PC | CHRISTIAN MINISTRY AND OTHER DEVELOPMENTAL SUPPORT SERVICES TO ALL CHILDREN | $245 |
| GROUND ZERO MINISTRY | |||||||
| 904 CHESTER ST | MYRTLE BEACH | SC | 29577 | NONE | PC | CHRISTIAN MINISTRY AND OTHER DEVELOPMENTAL SERVICES TO ALL TEENAGERS | $245 |
| LOWCOUNTRY FOOD BANK | |||||||
| C/O ROB PRINGLE 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | NONE | PC | PROVIDE FOOD TO THOSE IN NEED WITHIN THE COMMUNITY | $4,000 |
| MATTHEW 25 MINISTRIES | |||||||
| 11060 KENWOOD ROAD | CINCINNATI | OH | 45242 | NONE | PC | DISASTER RELIEF & PROVISIONS TO THOSE IN NEED AT THE LOCAL AND GLOBAL LEVELS | $245 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | PC | PROVIDING HIGHER EDUCATION TO STUDENTS AND PREPARING THEM FOR THE PROFESSIONAL WORLD | $2,000 |
| NEW DIRECTIONS | |||||||
| PO BOX 2347 | BURLINGTON | NC | 27216 | NONE | PC | RESOURCES TO THOSE WHO SERVED IN THE MILITARY TO LEAD FULFILLING LIVES | $500 |
| PALMETTO SHORES CHURCH | |||||||
| 6250 OLD HIGHWAY 544 | MYRTLE BEACH | SC | 29588 | NONE | PC | PROVIDE CHRISTIAN MINISTRY & SUPPORT SERVICES AT THE LOCAL AND GLOBAL LEVELS | $245 |
| RIVER OF LIFE BAPTIST CHURCH | |||||||
| 1019 HIGHWAY 17 SOUTH SUITE 119 | NORTH MYRTLE BEACH | SC | 29582 | NONE | PC | PROVIDE CHRISTIAN MINISTRY & SUPPORT SERVICES AT THE LOCAL AND GLOBAL LEVELS | $245 |
| SC TENNIS PATRONS FOUNDATION | |||||||
| 50 NORTH MAIN STREET | BELTON | SC | 29627 | NONE | PC | SUPPORT PROGRAMS FOR JUNIOR PLAYERS, AT-RISK YOUTH, HIGH SCHOOL SENIORS, AND SC TENNIS HALL OF FAME | $220 |
| SEA HAVEN FOR GIRLS | |||||||
| PO BOX 600 | NORTH MYRTLE BEACH | SC | 29597 | NONE | PC | SUPPORT SERVICES TO HOMELESS, RUNAWAY, AND AT-RISK YOUTH | $245 |
| THE ART MUSEUM OF MYRTLE BEACH | |||||||
| 3100 SOUTH OCEAN BOULEVARD | MYRTLE BEACH | SC | 29577 | NONE | PC | PROVIDE EDUCATIONAL PROGRAMS AND ART EXHIBITIONS TO THE COMMUNITY | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,700 | 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 | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,603 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $12,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,318 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,318 | 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 | PROFESSIONAL | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SH GENERAL MOTORS COMPANY | $32,418 | $34,840 |
| 105 SH NETFLIX | $0 | $0 |
| 1300 SH FORD MOTOR | $0 | $0 |
| 200 SH YAHOO INC | $0 | $0 |
| 300 SH DUKE ENERGY | $20,530 | $23,286 |
| 300 SH GENERAL ELECTRIC | $7,039 | $9,480 |
| 400 SH AT&T INC | $14,042 | $17,012 |
| 400 SH CONSOLIDATED EDISON CO NY | $21,234 | $29,472 |
| 400 SH MICROSOFT CORP | $15,696 | $24,856 |
| 500 SH TWITTER | $13,523 | $8,150 |
| 4000 BANK OF AMERICA CORP | $48,335 | $88,400 |
| 600 SH FACEBOOK, INC. | $28,916 | $69,030 |
| 800 SH BOX, INC. | $15,208 | $11,088 |
| 50 SH CHIPOTLE | $20,825 | $18,866 |
| 100 SH MCDONALDS CORP | $11,205 | $12,172 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RESERVE YIELD PLUS FUND INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER ADJUSTMENT | Desc |
| Amt | $1,085 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $229 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERITRADE ACCT #4110 | Desc |
| Revenue And Expenses Per Books | $527 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $527 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL INCOME TAX PAYMENT WITH RETURN | $597 | $0 | $0 | $0 |
| FEDERAL INCOME TAX ESTIMATES | $600 | $0 | $0 | $0 |