MIKE & CAROLYN JONES FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MIKE & CAROLYN JONES FOUNDATION (EIN 20-1997491)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201511269349100506
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-06T07:56:34-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH 3RD STREET FIFTH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201997491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL K JONES & CAROLYN N JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 9106534001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL K JONES | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9106534001 | PhoneNum |
| Signature | 2015-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB WAGNER | PreparerPersonNm |
| PTIN | P00037480 | PTIN |
| Phone | 9107629671 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $361,397 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $30 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,378 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,566 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,595 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,003 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $700 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $221 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $221 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $921 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $700 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,971 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,971 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $921 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,671 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,457 | CashBOYAmt |
| Cash EOY | $866 | CashEOYAmt |
| Cash EOYFMV | $866 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $141,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,421 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,421 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $142,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $265,107 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $341,123 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,036 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,036 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,987 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $292,019 | TotalAssetsBOYAmt |
| Total Assets EOY | $287,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $361,397 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $292,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $287,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $292,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $287,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $292,019 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $287,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $292,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $287,430 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $287,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN AIRLINES GROUP INC - 300.000 SHS | P | 2014-03-06 | 2014-12-01 | $14,369 | $11,659 | $2,710 | $2,710 |
| DUKE ENERGY HOLDINGS CORP - 400.000 SHS | P | 2013-05-29 | 2014-02-19 | $28,798 | $27,493 | $1,305 | $1,305 |
| DUKE ENERGY HOLDINGS CORP - 200.000 SHS | P | 2011-08-23 | 2014-02-19 | $14,399 | $10,819 | $3,580 | $3,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,078 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $313,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044856 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,902 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $285,782 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,957 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $284,258 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052618 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $302,463 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051742 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $313,257 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045649 | DistributionYr5Rt |
| Total Distribution | 0.243510 | TotalDistributionRt |
| Average Distribution | 0.048702 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $332,673 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,202 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $111 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,313 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,671 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $222 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $222 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $222 | 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 | MICHAEL K JONES | IndividualWithBooksNm |
| Phone | 9106534001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL K JONES | ||||||||
| 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | CHAIRMAN, TREASURER | 5.00 | $0 | $0 | $0 |
| CAROLYN N JONES | ||||||||
| 308 OCEANVIEW DRIVE | MYRTLE BEACH | SC | 29572 | VICE-CHAIRMAN, SECRETARY | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $274,860 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,879 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $337,739 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $337,739 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,066 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $332,673 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $222 | TotalTaxAmt |
| Distributable Before Adj | $16,412 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,412 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,412 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,671 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,671 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,671 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,412 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,771 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,671 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,771 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $15,512 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL K JONES | ContributingManagerNm |
| Contributing Manager | CAROLYN N JONES | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL K JONES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1Txt |
| City | TABOR CITY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28463 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9106534001 | RecipientPhoneNum |
| Form And Info And Materials | NO SET SPECIFICATIONS AT THIS TIME. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFYING DISTRIBUTIONS WILL BE MADE TO CHARITIES PRIMARILY LOCATED IN SOUTHEASTERN NORTH CAROLINA AND NORTHEASTERN SOUTH CAROLINA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETHANY CHRISTIAN SERVICES | |||||||
| 1113 44TH AVENUE N SUITE 304 | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $200 |
| BROOKGREEN GARDENS | |||||||
| PO BOX 3368 | PAWLEYS ISLAND | SC | 29585 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $300 |
| CAROLINA MASTER CHORALE | |||||||
| 1811 OAK STREET SUITE 6 | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $400 |
| COMMUNITY KITCHEN | |||||||
| 1411 10TH AVENUE NORTH | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $150 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 2051 FORESTBROOK ROAD | MYRTLE BEACH | SC | 29588 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $100 |
| FIRST PRESBYTERIAN CHURCH GROWING TREE | |||||||
| PO BOX 1306 | MYRTLE BEACH | SC | 29578 | NONE | 501(C)(3) - CHURCH | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $200 |
| FRIENDSHIP MEDICAL CLINIC | |||||||
| 1396 SC-544 | CONWAY | SC | 29526 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $200 |
| LOWCOUNTRY FOOD BANK | |||||||
| C/O ROB PRINGLE 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $2,471 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $600 |
| NATIONAL STUDENTS OF AMF | |||||||
| 3344 HILLSBOROUGH STREET SUITE 260 | RALEIGH | NC | 27607 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $200 |
| NC CHILDREN'S PROMISE | |||||||
| 88 VILCOM CIRCLE | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $100 |
| NEW DIRECTIONS | |||||||
| PO BOX 2347 | BURLINGTON | NC | 27216 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $300 |
| PALMETTO SHORES CHURCH | |||||||
| 6250 OLD HIGHWAY 544 | MYRTLE BEACH | SC | 29588 | NONE | 501(C)(3) - CHURCH | UNRESTRICTED USE FOR PROGRAMS, & CAPITAL IMPROVEMENT | $300 |
| RIVER OF LIFE BAPTIST CHURCH | |||||||
| 1019 HIGHWAY 17 SOUTH SUITE 119 | NORTH MYRTLE BEACH | SC | 29582 | NONE | 501(C)(3) - CHURCH | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $200 |
| SALVATION ARMY | |||||||
| PO BOX 500 | CONWAY | SC | 29528 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $100 |
| SC TENNIS PATRONS FOUNDATION | |||||||
| 50 NORTH MAIN STREET | BELTON | SC | 29627 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $100 |
| SEA HAVEN FOR GIRLS | |||||||
| PO BOX 600 | NORTH MYRTLE BEACH | SC | 29597 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $150 |
| THE ART MUSEUM OF MYRTLE BEACH | |||||||
| 3100 SOUTH OCEAN BOULEVARD | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $500 |
| TRINITY CHURCH | |||||||
| 3000 NORTH KINGS HWY | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACILITIES | $8,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,971 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,378 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,003 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,003 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $700 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 SH DUKE ENERGY HOLDING CORP | $0 | $0 |
| 400 SH MICROSOFT CORP | $15,696 | $18,580 |
| 600 SH FACEBOOK, INC. | $28,916 | $46,812 |
| 1300 SH FORD MOTOR | $16,369 | $20,150 |
| 300 SH GENERAL ELECTRIC | $7,040 | $7,581 |
| 4000 BANK OF AMERICA CORP | $43,695 | $71,560 |
| 400 SH DUKE ENERGY HOLDING CORP | $0 | $0 |
| 400 SH EBAY, INC. | $21,515 | $22,448 |
| 1000 SH GENERAL MOTORS COMPANY | $32,418 | $34,910 |
| 400 SH AT&T INC | $14,042 | $13,436 |
| 400 SH CONSOLIDATED EDISON CO NY | $21,234 | $26,404 |
| 1000 SH RED HAT INC | $55,790 | $69,140 |
| 200 SH YAHOO INC | $8,392 | $10,102 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RESERVE YIELD PLUS FUND INC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,036 | BookValueAmt |
| EOYFMV | $3,987 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX PAYMENT WITH RETURN | CategoryTxt |
| Amt | $221 | Amt |
| Net Investment Income | $221 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |