D F HALTON FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- D F HALTON FOUNDATION INC (EIN 56-1591985)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201601329349101135
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T09:00:28-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562171449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHARF PERA & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 PARK ROAD STE 112 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561591985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DF HALTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DFHA | BusinessNameControlTxt |
| Phone | 9707286864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 QUEENS RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARKSDALE F HALTON | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 9707286864 | PhoneNum |
| Signature | 2016-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SCHARF | PreparerPersonNm |
| PTIN | P00013855 | PTIN |
| Phone | 7043721167 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,067,887 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,000,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1 | 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 |
| Other Expenses Rev And Expnss | -$201 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | -$201 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,161,021 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,161,021 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,160,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,161,021 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$160,819 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,202,386 | CashBOYAmt |
| Cash EOY | $1,067,887 | CashEOYAmt |
| Cash EOYFMV | $1,067,887 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $26,320 | SavAndTempCashInvstBOYAmt |
| Total Assets BOY | $1,228,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,067,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,067,887 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,228,706 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,067,887 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,228,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,067,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,228,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,067,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,228,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$160,819 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,067,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,067,887 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $899,227 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $520,352 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.728113 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $913,021 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $469,333 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.945359 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,068,984 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $515,070 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.075415 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $969,463 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $481,103 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.015084 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,044,773 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $540,875 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.931635 | DistributionYr5Rt |
| Total Distribution | 9.695606 | TotalDistributionRt |
| Average Distribution | 1.939121 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $443,768 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $860,520 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $860,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,161,021 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | BARKSDALE F HALTON | IndividualWithBooksNm |
| Phone | 7043722541 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3120 LATROBE DR 270 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28211 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BARKSDALE F HALTON | ||||||||
| 3120 LATROBE DR 270 | CHARLOTTE | NC | 28211 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| DARRELL HOLLAND | ||||||||
| 3120 LATROBE DR 270 | CHARLOTTE | NC | 28211 | SECRETARY/TREASURER | 0.50 | $0 | $0 | $0 |
| FRED A WAGNER III | ||||||||
| 3120 LATROBE DR 270 | CHARLOTTE | NC | 28211 | VICE PRESIDENT | 0.50 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $450,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $450,526 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $450,526 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $443,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,188 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $22,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,188 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,161,021 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,161,021 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,161,021 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,017,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $945,408 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,043,230 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $889,555 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $873,209 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,769,131 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,161,021 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,138,833 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,907,964 | 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 | $1,017,729 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,890,235 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $945,408 | ExcessFromYear4Amt |
| Excess From Year3 | $1,043,230 | ExcessFromYear3Amt |
| Excess From Year2 | $889,555 | ExcessFromYear2Amt |
| Excess From Year1 | $873,209 | ExcessFromYear1Amt |
| Excess From Current Year | $1,138,833 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARKSDALE F HALTON | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DFHALTON FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 QUEENS RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043722541 | RecipientPhoneNum |
| Form And Info And Materials | NO PRESCRIBED FORM. INCLUDE DESCRIPTION OF ORGANIZATION AND ITS ACTIVITIES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR CANCER RESEARCH | ||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | To assist with cancer research | $100 | |
| AMERICAN RED CROSS | ||||||
| 2425 PARK ROAD | CHARLOTTE | NC | 28203 | To assist with The Red Cross's global relief efforts | $10,000 | |
| ARTS & SCIENCE COUNCIL | ||||||
| 227 W TRADE STREET SUITE 250 | CHARLOTTE | NC | 28202 | To promote the arts in the greater Charlotte area | $500 | |
| BECHTLER MUSEUM OF MODERN ART | ||||||
| 420 SOUTH TRYON ST | CHARLOTTE | NC | 28202 | To assist with the promotion and preservation of modern art | $2,500 | |
| BRUCE IRONS CAMP FUND | ||||||
| 601 E 5TH ST 300 | CHARLOTTE | NC | 28202 | To promote the BICF's mission of providing summer education and recreating for low-income children | $2,000 | |
| CATAWABA LANDS CONSERVATORY | ||||||
| 105 WEST MOREHEAD STREET SUITE B | CHARLOTTE | NC | 28202 | To help protect the natural resources of southwestern North Carolina | $1,500 | |
| CHARLOTTE 49ERS ATHLETIC FOUNDATION | ||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | To assist in the construction of a new field house for the Charlotte 49ers football program | $10,125 | |
| CHARLOTTE BALLET | ||||||
| 622 E 28TH ST 113 | CHARLOTTE | NC | 28205 | To assist with expenses associated with producing dance performances | $75,000 | |
| CHARLOTTE BRIDGE HOME | ||||||
| 2200 EAST 7TH STREET | CHARLOTTE | NC | 28204 | To help Charlotte veterans successfully transition home after military service | $200 | |
| CHARLOTTE HOUSING AUTHORITY SCHOLARSHIP FUND | ||||||
| 400 EAST BOULEVARD | CHARLOTTE | NC | 28203 | To provide scholarships for children living in Charlotte's public housing communities | $2,000 | |
| CHARLOTTE MECKLENBURG LIBRARY FOUNDATION | ||||||
| 310 N TRYON STREET | CHARLOTTE | NC | 28202 | To support libraries of Charlotte and Mecklenburg County | $1,500 | |
| CHARLOTTE MEDICAL EDUCATION EXPANSION COMMISSION | ||||||
| 1150 S KINGS DR | CHARLOTTE | NC | 28207 | To study the possibility of bringing a four-year medical school to Charlotte | $300,000 | |
| COMMUNITY CULINARY SCHOOL OF CHARLOTTE | ||||||
| 2401 DISTRIBUTION STREET | CHARLOTTE | NC | 28203 | In honor of Albert Pera; to provide opportunities for people to learn culinary skills that will prepare them to enter or re-enter the workforce | $1,000 | |
| CPCC FOUNDATION INC | ||||||
| 1322 EAST FOURTH STREET | CHARLOTTE | NC | 28235 | To help provide scholarship oppurtunities for students at Central Piedmont Community College in Charlotte and the surrounding area. | $20,000 | |
| DRESS FOR SUCCESS | ||||||
| 32 EAST 31ST STREET 7TH | NEW YORK | NY | 10016 | To provide interview clothing and career development for low-income women | $2,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28201 | To provide funds for the FFTC to distribute as they see fit; to better the community in the greater Charlotte area | $40,000 | |
| FRIEND OF THE SMITHSONIAN | ||||||
| 1100 JEFFERSON DRIVE SUITE 3150 | WASHINGTON | DC | 20560 | To assist with the Smithsonian Institute's goal of increasing and diffusing knowledge | $150 | |
| FRIENDS OF MT ZION | ||||||
| PO BOX 203 | WINNSBORO | SC | 29180 | To preserve and protect the Mt. Zion Institute | $1,000 | |
| FRIENDSHIP TRAYS | ||||||
| 2401 DISTRIBUTION STREET A | CHARLOTTE | NC | 28203 | To provide food for needy families in the Charlotte area | $100 | |
| GALAPAGOS CONSERVANCY | ||||||
| 11105 FAIRFAX BLVD 408 | FAIRFAX | VA | 22030 | To promote the conservation of the natural resources of the Galapagos Islands | $100 | |
| HISTORIC ROSEDALE | ||||||
| 3427 N TRYON STREET | CHARLOTTE | NC | 28206 | To assist in the preservation and restoration of the historic Rosedale Plantation | $10,325 | |
| HOSPICE AND PALLIATIVE CARE OF CHARLOTTE | ||||||
| 8919 PARK ROAD | CHARLOTTE | NC | 28210 | To assist HPCC's mission to relieve suffering and improve the quality and dignity of life | $50 | |
| HUMANE SOCIETY OF CHARLOTTE | ||||||
| 2700 TOOMEY AVENUE | CHARLOTTE | NC | 28203 | To provide shelter and protection for animals and pets in the Charlotte area. | $200 | |
| INTERNATIONAL MIDWIFE ASSISTANCE | ||||||
| PO BOX 2672 | EUGENE | OR | 97402 | To assist IMA with raising the standards of maternal and infant health across the globe | $250,000 | |
| MITEY RIDERS | ||||||
| 455 PROVIDENCE ROAD SOUTH | WEDDINGTON | NC | 28173 | To provide opportunities for equine therapy for children with special needs | $25,000 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | ||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | To promote the conservation of America's national parks | $100 | |
| NCSDA | ||||||
| 2701 EAST WT HARRIS BLVD | CHARLOTTE | NC | 28213 | To assist the church with operating expenses | $200 | |
| NEWBERRY COLLEGE | ||||||
| 2100 COLLEGE STREET | NEWBERRY | SC | 29108 | To help fund the college's endowment | $50 | |
| NORTH CAROLINA OUTWARD BOUND SCHOOL | ||||||
| 2582 RICEVILLE RD | ASHEVILLE | NC | 28805 | To increase opportunities for outdoor education | $500 | |
| OPERA CAROLINA | ||||||
| 1600 ELIZABETH AVE | CHARLOTTE | NC | 28204 | To defray the cost of staging opera productions | $200 | |
| PLANNED PARENTHOOD | ||||||
| 4822 ABLEMARLE ROAD STE 103 | CHARLOTTE | NC | 28205 | To assist in the provision of family planning and reproductive health care | $400 | |
| SALVATION ARMY | ||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | To assist the SA with job training for low income people | $1,500 | |
| SECOND HARVEST FOOD BANK OF METROLINA | ||||||
| 500-B SPRATT STREET | CHARLOTTE | NC | 28206 | To help provide food for those in need in the greater Charlotte area. | $300 | |
| SHARE THE WARMTH | ||||||
| PO BOX 35469 | CHARLOTTE | NC | 28254 | To provide assistance for heating bills of less fortunate people in the Charlotte area | $200 | |
| TELLURIDE EMERGENCY MEDICAL TECHNICIANS | ||||||
| PO BOX 236 | TELLURIDE | CO | 81435 | To assist the delivery of emergency medical services in the Telluride area | $300 | |
| TELLURIDE VOLUNTEER FIRE DEPT | ||||||
| PO BOX 1645 131 W COLUMBIA AVE | TELLURIDE | CO | 81435 | To assist with operating expenses of the Telluride FD | $300 | |
| THE CHARLOTTE MUSEUM OF HISTORY | ||||||
| 3500 SHAMROCK DRIVE | CHARLOTTE | NC | 28215 | To preserve the history of Charlotte, North Carolina | $100 | |
| THE COLONNADE SOCIETY (DUKE MANSION) | ||||||
| 400 HERMITAGE ROAD | CHARLOTTE | NC | 28207 | To assist in the preservation and promotion of the historic Duke Mansion in the Queens neighborhood of Charlotte | $11,500 | |
| THE FUND FOR AGNES SCOTT | ||||||
| 141 E COLLEGE AVE | DECATUR | GA | 30030 | To assist Agnes Scott college with operating expenses and scholarships for students. | $1,000 | |
| THE WOMEN'S IMPACT FUND | ||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | To assist charities in the Charlotte area with a focus on women in need | $1,500 | |
| TREES CHARLOTTE | ||||||
| 220 N TRYON ST | CHARLOTTE | NC | 28202 | To promote the planting and care for trees in the Charlotte metro area | $5,000 | |
| UNCC ATHLETIC FOUNDATION | ||||||
| 340 CATO HALL 9201 UNIVERSITY CITY | CHARLOTTE | NC | 28223 | To continue funding construction of a field house for the Charlotte 49ers football program | $328,621 | BLVD |
| UNCC FOUNDATION | ||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | To help provide scholarships for students attending the University of North Carolina at Charlotte | $17,750 | |
| UNITED SERVICE ORGANIZATIONS | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | To provide assistance to those serving in the US armed forces and their families | $100 | |
| US OLYMPIC COMMITTEE | ||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | To help provide training opportunities for the olympic athletes of the United States. | $500 | |
| UTSW WILLIAM CLEMENTS HOSPITAL | ||||||
| 6201 HARRY HINES BLVD | DALLAS | TX | 75390 | To assist in providing superior medical care to the residents of Dallas | $50 | |
| WFAE | ||||||
| 8801 J M KEYNES DR 91 | CHARLOTTE | NC | 28262 | To promote public radio in the Charlotte area | $10,000 | |
| WING HAVEN | ||||||
| 248 RIDGEWOOD AVENUE | CHARLOTTE | NC | 28209 | To assist the gardens at Wing Haven with operating expenses | $21,000 | |
| WTVI PBS CHARLOTTE | ||||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | For the promotion of public television in the greater Charlotte area | $4,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,161,021 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumberTxt |
| Relationship Statement | Interest earned on non-profit savings account | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BARKSDALE F HALTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1530 QUEENS ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK RECONCILIATION DIFFERENCE | Desc |
| Revenue And Expenses Per Books | -$201 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |