RAYMOND B YINGLING FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND B YINGLING FOUNDATION (EIN 20-5227614)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-14
- IRS object ID
- 201623199349102062
- Schema version
- 2015v2.1
- 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
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T14:15:12-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205227614 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND B YINGLING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYM | BusinessNameControlTxt |
| Phone | 9106289485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | BOX 8264 NC HWY 130 E | AddressLine1Txt |
| City | FAIRMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 283407812 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN J MALION | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9106289485 | PhoneNum |
| Signature | 2016-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HC CRAFT III CPA | PreparerPersonNm |
| PTIN | P00409497 | PTIN |
| Phone | 9107629671 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $803,378 | 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 | $858,390 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,165 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $799,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $233,435 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $853,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $236,944 | 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 |
| Legal Fees Rev And Expnss | $90 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $90 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,313 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,313 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,953 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,313 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,313 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $50,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $802,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,631 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,698 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $472,102 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $472,102 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $267,578 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $267,578 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $803,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $803,378 | 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 | $1,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $803,378 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $803,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $803,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $802,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $279 | OtherIncreasesAmt |
| Subtotal | $803,378 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $803,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Sold | 2016-05-03 | SoldDt |
| Gross Sales Price | $799,835 | GrossSalesPriceAmt |
| Cost Or Other Basis | $566,400 | CostOrOtherBasisAmt |
| Gain Or Loss | $233,435 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $233,435 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $233,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $66,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 7.297073 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $66,055 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,722 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.635131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $66,076 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,948 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.530298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,375 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,853 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 6.576523 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,360 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,388 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 5.535379 | DistributionYr5Rt |
| Total Distribution | 30.574404 | TotalDistributionRt |
| Average Distribution | 6.114881 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $73,352 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $448,539 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $450,895 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $50,390 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $4,713 | TaxDueAmt |
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 | CAROLYN MALION | IndividualWithBooksNm |
| Phone | 9106289485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8264 NC HWY 130 E | AddressLine1Txt |
| City | FAIRMONT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 283407812 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CAROLYN J MALION | ||||||||
| 1209 CULBRETH DRIVE | WILMINGTON | NC | 28405 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| HAROLD E MALION JR | ||||||||
| 1209 CULBRETH DRIVE | WILMINGTON | NC | 28405 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HAROLD E MALION III | ||||||||
| 1209 CULBRETH DRIVE | WILMINGTON | NC | 28405 | DIRECTOR/ SECRETARY | 1.00 | $0 | $0 | $0 |
| MICHAEL B MALION | ||||||||
| 1209 CULBRETH DRIVE | WILMINGTON | NC | 28405 | DIRECTOR/TREASURER | 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 | $57,696 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,773 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $74,469 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $74,469 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $73,352 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,668 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,668 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,713 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $50,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $50,390 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,390 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,041 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,832 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $65,479 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,469 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,622 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $302,443 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $50,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,390 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $352,833 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $35,041 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $317,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,832 | ExcessFromYear4Amt |
| Excess From Year3 | $65,479 | ExcessFromYear3Amt |
| Excess From Year2 | $65,469 | ExcessFromYear2Amt |
| Excess From Year1 | $65,622 | ExcessFromYear1Amt |
| Excess From Current Year | $50,390 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROLYN J MALION | ContributingManagerNm |
| Contributing Manager | HAROLD E MALION JR | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAROLYN MALION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1209 CULBRETH DRIVE SUITE 100 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9106289485 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A WRITTEN PROPOSAL DESCRIBING THE ORGANIZATION'S CHARITABLE PURPOSE AND INTENDED USE OF THE GRANT. ATTACH A COPY OF THE IRS DETERMINATION LETTER CONFIRMING TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BALTIMORE BAPTIST CHURCH | |||||||
| 171 BALTIMORE CHURCH ROAD | FAIRMONT | NC | 28340 | NC | TO FUND CHURCH ACTIVITIES TO HELP NURTURE FAITH AND HELP INDIVIDUALS AND FAMILIES GAIN STRENGTH. | $8,213 | |
| BIBLE ALIVE MINISTRIES | |||||||
| PO BOX 2222 | FAYETTEVILLE | NC | 28302 | NC | TO PROVIDE BIBLES AND OTHER RELIGIOUS PUBLICATIONS TO BIBLE STUDIES | $16,425 | |
| UNC ESHELMAN SCHOOL OF PHARMACY FOUNDATION INC | |||||||
| 194 FINLEY GOLF COURSE ROAD SUITE | CHAPEL HILL | NC | 27517 | NC | TO FOSTER AND PROMOTE THE PROFESSION OF PHARMACY AND PHARMACEUTICAL EDUCATION AND RESEARCH | $15,900 | 106 |
| TRINITY UNITED METHODIST | |||||||
| 307 TRINITY STREET | FAIRMONT | NC | 28340 | NC | TO FUND CHURCH ACTIVITES | $8,212 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,509 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,165 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$4,656 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,656 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| HAROLD AND CAROLYN MALION | |||||||
| 1 | BOX 8264 NC HWY 130 E | FAIRMONT | NC | 28340 | $50,390 | Yes (X) | |
| HAROLD AND CAROLYN MALION | |||||||
| 2 | BOX 8264 NC HWY 130 E | FAIRMONT | NC | 28340 | $808,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 10000 SHS PROCTER & GAMBLE CO. | NoncashPropertyDesc |
| Fair Market Value | $808,000 | FairMarketValueAmt |
| Received | 2016-04-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY ADVISOR STRATEGIC INC | $69,968 | $69,968 |
| LOOMIS SAYLES BOND INSTL | $49,290 | $49,290 |
| PRINCIPAL GLOBAL DIVERSIFIED INC | $49,441 | $49,441 |
| THORNBURG LTD TERM INCOME CLASS I | $98,879 | $98,879 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN CENTURY EQUITY INCOME | $75,890 | $75,890 |
| BLACKROCK GLOBAL DIVIDEND PORT | $41,726 | $41,726 |
| DFA US CORE EQUITY II | $73,456 | $73,456 |
| DFA US LARGE CAP VALUE PRTF INSTL | $57,182 | $57,182 |
| OAKMARK INTERNATIONAL | $37,080 | $37,080 |
| VANGUARD EQUITY INCOME INVESTOR | $74,762 | $74,762 |
| ISHARES CORE US GROWTH ETF | $73,349 | $73,349 |
| ISHARES TRUST CORE MSCI EAFE ETF | $38,657 | $38,657 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $90 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $90 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $279 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,313 | Amt |
| Net Investment Income | $1,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |