REIDSVILLE AREA FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- REIDSVILLE AREA FOUNDATION INC (EIN 56-2255809)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-13
- IRS object ID
- 202540449349100814
- Schema version
- 2023v6.0
- 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
- Amortization Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-13T15:34:26-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580673524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MSTILLER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1960 SATELLITE BLVD SUITE 3600 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30097 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562255809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REIDSVILLE AREA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REID | BusinessNameControlTxt |
| Phone | 3366341669 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 S SCALES STREET | AddressLine1Txt |
| City | REIDSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27320 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN CHARABA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3366341669 | PhoneNum |
| Signature | 2025-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY W HAYES | PreparerPersonNm |
| PTIN | P00054246 | PTIN |
| Phone | 7709958800 | PhoneNum |
| Preparation | 2025-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,811,898 | 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 | $3,636 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $995,197 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $998,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,891,009 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,204,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,927,261 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,889,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,925,898 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $116,123 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,612 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $104,511 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $111,195 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,120 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,076 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $41,280 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,128 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,152 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,253 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,627 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,627 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $234,009 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $222,719 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $11,291 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $34,027 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $34,027 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,482 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $30,806 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $17,132 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,713 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,419 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,294 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,294 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,935 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,935 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,547 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,067 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95,430 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $726,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $264,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $413,762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,314,909 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,314,909 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,040,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $264,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,728,671 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $848,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,660,912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,537 | CashBOYAmt |
| Cash EOY | $47,761 | CashEOYAmt |
| Cash EOYFMV | $47,761 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,429 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,500 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $16,931,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,181,609 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,181,609 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,424,320 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,236,429 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,236,429 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,885,432 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,392,074 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,392,074 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,332,794 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $401,374 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $962,225 | LandBOYAmt |
| Land EOY | $931,420 | LandEOYAmt |
| Land EOYFMV | $931,420 | LandEOYFMVAmt |
| Other Assets BOY | $226 | OtherAssetsBOYAmt |
| Other Assets EOY | $176 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $176 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $35,267,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,811,898 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,811,898 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $590,590 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $543,205 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $590,590 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $543,205 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $34,676,801 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $39,268,693 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,676,801 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,268,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $35,267,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,811,898 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,676,801 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $848,850 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,743,042 | OtherIncreasesAmt |
| Subtotal | $39,268,693 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,268,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| INVESTMENT PORTFOLIO | P | $13,498,115 | $12,277,201 | $1,220,914 | $1,220,914 |
| PASS-THRU FROM K-1 INVESTMENTS | P | $36,252 | $36,252 | $36,252 | |
| INVESTMENT PORTFOLIO - CAPITAL GAINS DIVIDENDS | P | $670,095 | $670,095 | $670,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,927,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,987 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,987 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,987 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $39,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,373 | OverpaymentAmt |
| Applied To ES Tax | $2,373 | 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 | WWW.RAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DAWN CHARABA EXECUTIVE DIRECTOR | IndividualWithBooksNm |
| Phone | 3366341669 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 S SCALES STREET | AddressLine1Txt |
| City | REIDSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27320 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| DR TIFFANY MORRIS | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR, CHAIR | 1.00 | $0 | $0 | $0 |
| KIRK SMITH | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR, VICE CHAIR | 1.00 | $0 | $0 | $0 |
| NADINE JANSEN | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR, SECRETARY | 1.00 | $0 | $0 | $0 |
| DR LAFAYETTE JUDKINS | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR, TREASURER | 1.00 | $0 | $0 | $0 |
| BELINDA FOSTER | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID FRENCH | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ARMENOUS ADAMS | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERSELLE YOUNG | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| AMANDA LOYE | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAWN CHARABA | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | EXECUTIVE DIRECTOR | 32.00 | $116,123 | $11,243 | $1,430 |
| JAMES BURSTON | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBBIE CITTY | ||||||||
| 124 S SCALES STREET | REIDSVILLE | NC | 27320 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMPLOYEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 S SCALES STREET | AddressLine1Txt |
| City | REIDSVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 32.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,931 | CompensationAmt |
| Employee Benefits | $12,608 | EmployeeBenefitsAmt |
| Expense Account | $1,691 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEI | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 FREEDOM VALLEY DRIVE | AddressLine1Txt |
| City | OAKS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY & MANAGEMENT | ServiceTypeTxt |
| Compensation | $221,464 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $36,748,661 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $115,476 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,864,137 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,864,137 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $552,962 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $36,311,175 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,815,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,815,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,987 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,987 | TotalTaxAmt |
| Distributable Before Adj | $1,778,572 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,778,572 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,778,572 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,728,671 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,728,671 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,778,572 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $187,860 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $187,860 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,728,671 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,728,671 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $49,901 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $49,901 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,959 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,959 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $137,959 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ANCORA COMPASSION CARE | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,500 |
| BARRY L JOYCE CANCER SUPPORT FUND | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| BOYS AND GIRLS CLUB OF EDEN | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| CITY OF REIDSVILLE - POLICE DEPARTMENT | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 |
| CORMII COMMUNITY DEVELOPMENT CORP | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 |
| DAN RIVER BASIN ASSOCIATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| DAN RIVER BASIN ASSOCIATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $29,000 |
| EDEN FAMILY YMCA | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 |
| FREE CLINIC OF ROCKINGHAM COUNTY | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| GO GLOBAL NC | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $14,100 |
| GO GLOBAL NC | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 |
| GO GLOBAL NC | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,900 |
| GOOD STEWARDS OF ROCKINGHAM | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $250 |
| GOOD STEWARDS OF ROCKINGHAM | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 |
| HELP INCCENTER AGAINST VIOLENCE | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,000 |
| HELP INCCENTER AGAINST VIOLENCE | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $4,100 |
| JUNIOR ACHIEVEMENT OF THE TRIAD | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $3,000 |
| LIFE LOVE & PINK INC | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| LIFE LOVE & PINK INC | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $6,000 |
| MEN IN CHRIST INC | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,250 |
| MUSEUM & ARCHIVES OF ROCKINGHAM COUNTY | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 |
| NC ONE HUNDRED STRONG | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $600 |
| NC ONE HUNDRED STRONG | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $17,000 |
| NC ONE HUNDRED STRONG | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $17,000 |
| PIEDMONT FOLK LEGACIES INC | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 |
| PIEDMONT TRIAD REGIONAL COUNCIL | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $21,000 |
| PREVENT BLINDNESS NORTH CAROLINA | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,500 |
| REIDSVILLE OUTREACH CENTER | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 |
| REIDSVILLE OUTREACH CENTER | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $6,000 |
| REIDSVILLE SOUP KITCHEN | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,500 |
| REMMSCO INC | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| ROCK CTY SCHOOLS - DOUGLAS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $900 |
| ROCK CTY SCHOOLS - REIDSVILLE HIGH SCHOOL | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $750 |
| ROCK CTY SCHOOLS - REIDSVILLE HIGH SCHOOL | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $50,000 |
| ROCK CTY SCHOOLS - SOUTH END | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| ROCKINGHAM CO PARTNERSHIP FOR CHILDREN | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,150 |
| ROCKINGHAM CO PARTNERSHIP FOR CHILDREN | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,305 |
| ROCKINGHAM CO PARTNERSHIP FOR CHILDREN | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $40,305 |
| ROCKINGHAM COUNTY ARTS COUNCIL | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $8,000 |
| ROCKINGHAM COUNTY CHAMPIONS OF EDUCATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $9,000 |
| ROCKINGHAM COUNTY EDUCATION FOUNDATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $61,755 |
| ROCKINGHAM COUNTY EDUCATION FOUNDATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $35,000 |
| ROCKINGHAM COUNTY EDUCATION FOUNDATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $30,878 |
| ROCKINGHAM COUNTY GOVERNMENT | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $187,500 |
| ROCKINGHAM COUNTY GOVERNMENT | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $187,500 |
| ROCKINGHAM COUNTY GOVERNMENT | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $187,500 |
| ROCKINGHAM COUNTY PUBLIC LIBRARY | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 |
| ROCKINGHAM COUNTY ROBOTICS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $1,250 |
| ROCKINGHAM COUNTY SCHOOLS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 |
| ROCKINGHAM COUNTY SCHOOLS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $23,166 |
| ROCKINGHAM COUNTY SCHOOLS - CULTURAL ARTS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $750 |
| ROCKINGHAM COUNTY STUDENT HEALTH CENTERS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $85,000 |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| SHARON COMMUNITY OUTREACH CORPORATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $100 |
| SHARON COMMUNITY OUTREACH CORPORATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $10,000 |
| SHARON COMMUNITY OUTREACH CORPORATION | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $5,000 |
| THE LAST DONS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $250 |
| THE LATINX LIFE | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| THE NEW REIDSVILLE HOUSING AUTHORITY | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $2,000 |
| THE NEW REIDSVILLE HOUSING AUTHORITY | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $61,500 |
| THE SALVATION ARMY & ITS COMPONENTS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $27,000 |
| UNC-CH CAROLINA COLLEGE ADVISING CORPS | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $52,000 |
| UNITED WAY OF ROCKINGHAM COUNTY | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $750 |
| UNITED WAY OF ROCKINGHAM COUNTY | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $11,000 |
| YOUTH EXPERIENCE FUND | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| YOUTH EXPERIENCE FUND | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $7,500 |
| YMCA OF REIDSVILLE | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $400 |
| YMCA OF REIDSVILLE | ||||||||
| C/O REIDSVILLE AREA FOUNDATION 124 | S SCALES STREET | REIDSVILLE | NC | 27320 | NONE | PC | SUPPORT THE CHARITABLE MISSION OF THE RECIPIENT ORGANIZATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,314,909 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $995,197 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,891,009 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,886,206 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,886,206 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $13,253 | Amt |
| Net Investment Income | $6,627 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,627 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail (2 entries)
| Amortized ExpensesAmortizedExpensesDesc | Acquired Completed Or ExpendedAcquiredCompletedOrExpendedDt | AmortizedAmortizedAmt | Deduction For Prior YearsDeductionForPriorYearsAmt | Amortization PeriodAmortizationPeriodRt | Net Investment IncomeNetInvestmentIncomeAmt | Total AmortizationTotalAmortizationAmt | Current Year AmortizationCurrentYearAmortizationAmt |
|---|---|---|---|---|---|---|---|
| LOAN COSTS | 2018-03-26 | $325 | $325 | 60.000000000000 | $0 | $325 | |
| LOAN COSTS | 2023-03-29 | $250 | $25 | 60.000000000000 | $0 | $75 | $50 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| RAF BLDG | 2013-07-01 | $679,000 | $178,454 | SL | 39.000000000000 | $17,410 | $0 |
| LAND | 2013-07-01 | $28,000 | L | $0 | $0 | ||
| RAF 2ND FLOOR RENOVATION | 2017-02-01 | $522,427 | $88,748 | SL | 39.000000000000 | $13,396 | $0 |
| FURNITURE & EQUIPMENT | 2013-07-01 | $61,114 | $61,114 | SL | 10.000000000000 | $0 | $0 |
| COMPUTERS | 2011-02-07 | $27,200 | $27,200 | SL | 10.000000000000 | $0 | $0 |
| SOFTWARE | 2014-08-07 | $15,051 | $15,051 | SL | 3.000000000000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $11,236,429 | EOYBookValueAmt |
| EOYFMV | $11,236,429 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $19,181,609 | EOYBookValueAmt |
| EOYFMV | $19,181,609 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,392,074 | BookValueAmt |
| EOYFMV | $8,392,074 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN CLOSING FEES, NET | Desc |
| BOY Book Value | $226 | BOYBookValueAmt |
| EOY Book Value | $176 | EOYBookValueAmt |
| EOYFMV | $176 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE | $5,671 | $0 | $5,671 |
| IT COSTS AND SUPPORT | $20,939 | $0 | $20,939 |
| INSURANCE | $8,415 | $0 | $8,415 |
| ASSOCIATION DUES & MEMBERSHIPS | $6,435 | $0 | $6,435 |
| MISCELLANEOUS | $1,124 | $0 | $1,124 |
| NON-CAPITAL EQUIPMENT | $9,958 | $996 | $8,962 |
| TRAINING & DEVELOPMENT | $14,938 | $0 | $14,938 |
| DIRECT CHARITABLE ACTIVITY | $28,946 | $0 | $28,946 |
| OTHER INVESTMENT EXPENSES | $5,500 | $5,500 | $0 |
| BANK FEES | $571 | $571 | $0 |
| AMORTIZATION | $50 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION IN INVESTMENT PORTFOLIO | $3,743,041 |
| ROUNDING | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $221,464 | $221,464 | $0 |
| OTHER PROFESSIONAL FEES | $12,545 | $1,255 | $11,291 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,482 | $0 | $0 |
| FEDERAL NII EXCISE TAX | $15,000 | $0 | $0 |