D F HALTON FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- D F HALTON FOUNDATION INC (EIN 56-1591985)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2025-10-02
- IRS object ID
- 202532769349100808
- Schema version
- 2022v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T09:19:02-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201783594 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER B WYRICK CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 OLD TOWN SQUARE 238 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80524 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561591985 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | D F HALTON FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DFHA | BusinessNameControlTxt |
| Phone | 3035881663 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER BRAUN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3035881663 | PhoneNum |
| Signature | 2025-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER WYRICK | PreparerPersonNm |
| PTIN | P00485493 | PTIN |
| Phone | 9702243400 | PhoneNum |
| Preparation | 2025-10-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,177,841 | 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 | $1,564,694 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $152 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $152 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $119,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,600 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $109,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $410,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $109,012 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,793,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,764 | TotalNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,350,307 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,350,307 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,350,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,350,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $443,151 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000,687 | CashBOYAmt |
| Cash EOY | $1,215,226 | CashEOYAmt |
| Cash EOYFMV | $1,215,226 | CashEOYFMVAmt |
| Corporate Stock EOY | $4,962,615 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,962,615 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,000,687 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,177,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,177,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,000,687 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,177,841 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,000,687 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,177,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,000,687 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,177,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,000,687 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $443,151 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,734,003 | OtherIncreasesAmt |
| Subtotal | $6,177,841 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,177,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING LONG-TERM | P | 2011-01-01 | 2022-12-31 | $247,906 | $172,593 | $75,313 | $75,313 |
| PERSHING SHORT-TERM | P | 2021-12-31 | 2022-10-14 | $119,047 | $129,340 | -$10,293 | -$10,293 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $109,012 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,293 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,180 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,180 | SubtotalAmt |
| Tax Based On Investment Income | $3,180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$2 | OriginalReturnOverpaymentAmt |
| Tax Due | $3,178 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JENNIFER BRAUN | IndividualWithBooksNm |
| Phone | 3035881663 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BARKSDALE F HALTON | ||||||
| 1530 QUEENS ROAD | CHARLOTTE | NC | 28207 | PRESIDENT | 000.50 | $0 |
| FRED A WAGNER III | ||||||
| 1530 QUEENS ROAD | CHARLOTTE | NC | 28207 | VICE-PRESIDENT | 000.50 | $0 |
| JENNIFER ELIZABETH BRAUN | ||||||
| 1038 WOODGATE COURT | LONGMONT | CO | 80501 | DIRECTOR | 000.50 | $0 |
| JENNIFER NICHOLS | ||||||
| 91 HUBBARD | BELMONT | NC | 28012 | DIRECTOR | 000.50 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,589,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,589,264 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,589,264 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,535,425 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,771 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,180 | TotalTaxAmt |
| Distributable Before Adj | $173,591 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $173,591 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $173,591 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,350,307 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,350,307 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $173,591 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $979,986 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $987,414 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,028,315 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $997,482 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $983,356 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,976,553 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,350,307 | QualifyingDistributionsAmt |
| Applied To Current Year | $173,591 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,176,716 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,153,269 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $979,986 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,173,283 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $987,414 | ExcessFromYear4Amt |
| Excess From Year3 | $1,028,315 | ExcessFromYear3Amt |
| Excess From Year2 | $997,482 | ExcessFromYear2Amt |
| Excess From Year1 | $983,356 | ExcessFromYear1Amt |
| Excess From Current Year | $1,176,716 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARKSDALE F HALTON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DALE F HALTON FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1038 WOODGATE COURT | AddressLine1Txt |
| City | LONGMONT | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3035881663 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN INSTITUTE FOR CANCER RESEARCH | |||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | TO ASSIST WITH CANCER RESEARCH | $100 |
| BLOWING ROCK METHODIST CHURCH | |||||
| 1314 MAIN STREET | BLOWING ROCK | NC | 28605 | IN MEMORY OF MARY BASS | $50 |
| BLUMENTHAL PERFORMING ARTS | |||||
| 130 N TRYON ST | CHARLOTTE | NC | 28202 | TO ENHANCE CULTURAL OPPORTUNITIES IN THE CHARLOTTE AREA | $5,000 |
| CAROLINA THREAD TRAIL | |||||
| 105 WEST MOREHEAD ST STE B | CHARLOTTE | NC | 28202 | TO HELP PROTECT THE NATURAL RESOURCES OF SOUTHWESTERN NORTH CAROLINA | $125 |
| CATAWABA LANDS CONSERVATORY | |||||
| 105 WEST MOREHEAD ST STE B | CHARLOTTE | NC | 28202 | TO HELP PROTECT THE NATURAL RESOURCES OF SOUTHWESTERN NORTH CAROLINA | $125 |
| CHARLOTTE 49ERS ATHLETIC FOUNDATION | |||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | TO ASSIST IN THE RENOVATION OF A UPDATED BASEBALL FIELD FOR CHARLOTTE 49ERS BASEBALL PROGRAM | $281,582 |
| CHARLOTTE BALLET | |||||
| 622 E 28TH ST UNIT 113 | CHARLOTTE | NC | 28205 | TO ASSIST WITH EXPENSES ASSOCIATED WITH PRODUCING DANCE PERFORMANCES | $75,000 |
| CHARLOTTE MECKLENBURG LIBRARY FOUNDATION | |||||
| 310 N TRYON STREET | CHARLOTTE | NC | 28202 | TO SUPPORT LIBRARIES OF CHARLOTTE AND MECKLENBURG COUNTY | $1,000 |
| CHARLOTTE MEDICAL EDUCATION EXPANSION COMMISSION | |||||
| 1150 S KINGS DR | CHARLOTTE | NC | 28207 | TO STUDY POSSIBILITY OF BRINGING A FOUR-YEAR MEDICAL SCHOOL TO CHARLOTTE | $300,000 |
| COMMUNITIES IN SCHOOL | |||||
| 2345 CRYSTAL DRIVE | ARLINGTON | VA | 22202 | TO EMPOWER STUDENTS IN NEED IN THE CHARLOTTE AREA BY FACILITATING COMMUNITY SUPPORT | $100 |
| 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 | $125 |
| FRIENDS OF THE SMITHSONIAN | |||||
| 1100 JEFFERSON DR SUITE 3150 | WASHINGTON | DC | 20560 | TO ASSIST WITH THE SMITHSONIAN INSTITUTES GOAL OF INCREASING AND DIFFUSING KNOWLEDGE | $300 |
| FRIENDSHIP TRAYS | |||||
| 2401 DISTRIBUTION STREET | CHARLOTTE | NC | 28203 | TO HELP FEED ELDERLY AND INFIRM MEMBERS OF THE CHARLOTTE COMMUNITY | $100 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | TO PROVIDE LIVESTOCK TO CREATE ECONOMIC OPPORTUNITIES FOR FAMILIES IN DEVELOPING COUNTRIES | $2,500 |
| HISTORIC ROSEDALE | |||||
| 3427 N TRYON STREET | CHARLOTTE | NC | 28206 | TO ASSIST IN THE PRESERVATION AND RESTORATION OF THE HISTORIC ROSEDALE PLANTATION | $27,000 |
| INTERNATIONAL MIDWIFE ASSISTANCE | |||||
| PO BOX 2672 | EUGENE | OR | 97402 | TO ASSIST IMA WITH RAISING THE STANDARDS OF MATERNAL AND INFANT HEALTH ACROSS THE GLOBE | $500,000 |
| IRR TR FBO - LESLIE GALEN YOUNG | |||||
| 3600 COMMERCE COURT | APPLETON | WI | 54911 | TO PROVIDE SUPPORT TO LESLIE GALEN YOUNG CHILDREN | $3,000 |
| NC OUTWARD BOUND SCHOOL | |||||
| 2582 RICEVILLE ROAD | ASHEVILLE | NC | 28805 | TO PROMOTE OUTDOOR EDUCATION FOR YOUTH | $100 |
| QUEENS UNIVERSITY OF CHARLOTTE | |||||
| 1900 SELWYN AVE | CHARLOTTE | NC | 28274 | TO ASSIST IN PROVIDING SCHOLARSHIPS | $31,500 |
| RIGHT MOVES FOR YOUTH | |||||
| 2211 W MOREHEAD STREET | CHARLOTTE | NC | 28012 | SCHOOL-BASED, YOUTH DEVELOPMENT AND STUDENT SUPPORT PROGRAM FOCUSED ON HELPING TEENS DEVELOP | $1,000 |
| ROTARY CLUB OF CHARLOTTE | |||||
| 1850 E 3RD STREET STE 220 | CHARLOTTE | NC | 28204 | TO HELP PROVIDE ASSISTANTS FOR TRIPS FOR KIDS, HEART MATH TUTORING, AND DIGI-BRIDGE STEM | $3,000 |
| 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 | $200 |
| ST JUDE HOSPITAL | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | TO SUPPORT TREATMENT OF CHILDREN WITH CANCER AND OTHER LIFE-THREATENING DISEASES | $100 |
| ST PETERS EPISCOPAL CHURCH | |||||
| 115 W 7TH STREET | CHARLOTTE | NC | 28202 | TO SUPPORT THE DAY-TO-DAY MINISTRY AND OPERATIONS OF THE CHURCH TO THRIVE | $10,000 |
| 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 USO | |||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | TO PROVIDE ASSISTANT TO THOSE SERVING IN THE US ARMED FORCES AND THEIR FAMILIES | $200 |
| TRAIL OF HISTORY | |||||
| 100 N KINGS DRIVE | CHARLOTTE | NC | 28204 | TO BRING CHARLOTTE RICH HISTORY TO CHILDREN AND ADULTS FOR POSTERITY | $1,000 |
| TRINITY METHODIST CHURCH | |||||
| 6230 BEATTIES FORD ROAD | CHARLOTTE | NC | 28216 | IN MEMORY OF ONE OF THE MEMBERS OF THE CONGREGATION | $100 |
| VETERANS BRIDGE HOME | |||||
| 2200 EAST 7TH STREET | CHARLOTTE | NC | 28204 | TO HELP CHARLOTTE VETERANS SUCCESSFULLY TRANSITION HOME AFTER MILITARY SERVICE | $5,000 |
| WING HAVEN | |||||
| 248 RIDGEWOOD AVENUE | CHARLOTTE | NC | 28209 | TO ASSIST THE GARDENS AT WING HAVEN WITH OPERATING EXPENSES | $51,000 |
| WTVI PBS CHARLOTTE | |||||
| PO BOX 35009 | CHARLOTTE | NC | 28235 | FOR THE PROMOTION OF PUBLIC TELEVISION IN THE GREATER CHARLOTTE AREA | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,350,307 | 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 | $152 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $119,600 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $109,012 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $228,764 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,764 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST EARNED ON NON-PROFIT SAVINGS ACCOUNT |
| 4 | DIVIDENDS FROM NON-PROFIT INVESTMENT ACCOUNT |
| 8 | NET CAPITAL GAINS FROM NON-PROFIT INVESTMENT ACCOUNT |
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 | 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 | $1,564,694 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BRAGG FINANCIAL BROKERAGE | StockNm |
| EOY Book Value | $4,962,615 | EOYBookValueAmt |
| EOYFMV | $4,962,615 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD CONTRIBUTIONS | Desc |
| Amt | $4,734,003 | Amt |