HERMES FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HERMES FAMILY FOUNDATION (EIN 51-0172567)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-22
- IRS object ID
- 201521429349100707
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-22T14:34:18-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERKINSON LAW PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 COUNTRY CLUB ROAD 270 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | 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 | 510172567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERMES FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PERKINSON LAW PLLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOHN R PERKINSON JR | InCareOfNm |
| Business Name Control | HERM | BusinessNameControlTxt |
| Phone | 3367946020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PERKINSON LAW PLLC | AddressLine1Txt |
| Address Line2 | 4622 COUNTRY CLUB ROAD STE 270 Sui | AddressLine2Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DORIS CRUMPLER | PersonNm |
| Person Title | DIRECTOR/PRESIDENT | PersonTitleTxt |
| Phone | 3367946020 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN R PERKINSON JR | PreparerPersonNm |
| PTIN | P00967463 | PTIN |
| Phone | 3367946020 | PhoneNum |
| Preparation | 2015-05-15 | PreparationDt |
| 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 | $1,060,452 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $14,334 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,334 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $172,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $607,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $172,797 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,131 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $8,191 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,191 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,998 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,997 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,672 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,672 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,688 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,205 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $165,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,688 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $150,205 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,738 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,615 | CashBOYAmt |
| Cash EOY | $4,094 | CashEOYAmt |
| Cash EOYFMV | $4,094 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $85,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,563 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $658,515 | CorporateStockBOYAmt |
| Corporate Stock EOY | $696,551 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $982,795 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $752,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $774,208 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,060,452 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $752,470 | CapitalStockBOYAmt |
| Capital Stock EOY | $774,208 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $752,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $774,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $752,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $774,208 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $752,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,738 | ExcessRevenueOverExpensesAmt |
| Subtotal | $774,208 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $774,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| USB FINANCIAL SERVICES SEE ATTACHED | P | $186,313 | $177,629 | $9,664 | $8,684 |
| USB FINANCIAL SERVICES SEE ATTACHED | P | $421,586 | $258,453 | $163,133 | $163,133 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $172,797 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,093 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,056,019 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.104253 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,779 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,006,699 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.108055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $104,802 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,007,556 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104016 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,339 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $970,707 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.116759 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $99,625 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,004,390 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.09919 | DistributionYr5Rt |
| Total Distribution | 0.532273 | TotalDistributionRt |
| Average Distribution | 0.106455 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,121,627 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,403 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,764 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $150,205 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,764 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,764 | SubtotalAmt |
| Tax Based On Investment Income | $1,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,064 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,064 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,300 | OverpaymentAmt |
| Applied To ES Tax | $2,300 | AppliedToESTaxAmt |
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 | VA | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN R PERKINSON JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3367946020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 COUNTRY CLUB ROAD STE 270 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE HERMES | ||||||||
| C/O PERKINSON LAW PLLC | WINSTONSALEM | NC | 27104 | SECRETARY | 0 | $0 | $0 | $0 |
| GWENDOLYN SMITH | ||||||||
| C/O PERKINSON LAW PLLC | WINSTONSALEM | NC | 27104 | DIRECTOR | 0 | $0 | $0 | $0 |
| IRMA SMART | ||||||||
| C/O PERKINSON LAW PLLC | WINSTONSALEM | NC | 27104 | VICE PRESIDENT | 0 | $0 | $0 | $0 |
| DORIS CRUMPLER | ||||||||
| C/O PERKINSON LAW PLLC | WINSTONSALEM | NC | 27104 | DIRECTOR/PRESIDENT | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,086,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,138,708 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,138,708 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,081 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,121,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,764 | TotalTaxAmt |
| Distributable Before Adj | $54,317 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $54,317 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $54,317 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $150,205 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $150,205 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,764 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,441 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,317 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $87,752 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,292 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,504 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,512 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $330,908 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $150,205 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $54,317 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,888 | RemainingDistriFromCorpusAmt |
| Total Corpus | $426,796 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $87,752 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $339,044 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,292 | ExcessFromYear4Amt |
| Excess From Year3 | $56,504 | ExcessFromYear3Amt |
| Excess From Year2 | $60,512 | ExcessFromYear2Amt |
| Excess From Year1 | $59,848 | ExcessFromYear1Amt |
| Excess From Current Year | $95,888 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS DONNIE JONES PERKINSON LAW | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4622 COUNTRY CLUB ROAD STE 270 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3367946020 | RecipientPhoneNum |
| Form And Info And Materials | LETTER SPECIFYING REASONS FOR APPLICATION (I.E., HOW FUNDS ARE TO BE USED) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ONLY SEC. 501(C)(3) AND SEC. 170(C) ENTITIES ARE CONSIDERED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN DIABETES ASSOCIATION | ||||||||
| 1081 SPRUCE STREET | MARTINSVILLE | VA | 24112 | NONE | PC | CHARITABLE | $1,000 | |
| AMERICAN RED CROSS- GREENSBORO CHAPTER | ||||||||
| 1501 YANCEYVILLE STREET | GREENSBORO | NC | 27415 | NONE | PC | CHARITABLE | $2,000 | |
| BOYS AND GIRLS CLUB -MARTINSVILLEHENRY COUNTY | ||||||||
| 6 EAST MAIN STREET SUITE A | MARTINSVILLE | VA | 24112 | NONE | PC | CHARITABLE | $800 | |
| CARLISLE SCHOOL - ANNUAL GIVING | ||||||||
| PO BOX 5388 | MARTINSVILLE | VA | 24115 | NONE | PC | CHARITABLE | $11,000 | |
| CRISIS CONTROL MINISTRY | ||||||||
| 200 E 10TH ST | WINSTONSALEM | NC | 27101 | NONE | PC | CHARITBLE | $1,500 | |
| DANVILLE SCIENCE CENTER | ||||||||
| PO BOX 167 | DANVILLE | VA | 24543 | NONE | PC | CHARITABLE | $750 | |
| DEACON CLUB - WAKE FOREST UNIVERSITY ATHLECTIC DEV | ||||||||
| 499 DEACON BOULEVARD | WINSTONSALEM | NC | 27105 | NONE | PC | CHARITABLE | $500 | |
| DUKE ENDOWMENT FUND | ||||||||
| DEVELOPMENT OFFICE - DUKE UNIVERSIT | DURHAM | NC | 27706 | NONE | PC | CHARITABLE | $3,000 | |
| DUKE UNIVERSITY IRON DUKES | ||||||||
| BOX 90542 116 CAMERON INDOOR STADI | DURHAM | NC | 27708 | NONE | PC | CHARITABLE | $8,500 | |
| DUKE UNIVERSITY MEDICAL SCHOOL | ||||||||
| BOX 90581 | DURHAM | NC | 27701 | NONE | PC | CHARITABLE | $2,000 | |
| DYER'S STORE FIRE DEPARTMENT | ||||||||
| 3230 CHATHAM ROAD | MARTINSVILLE | VA | 24112 | NONE | PC | CHARTIABLE | $250 | |
| FERRUM COLLEGE | ||||||||
| SCHOLARSHIP FUND | FERRUM | VA | 24088 | NONE | PC | CHARITABLE | $5,000 | |
| FORK MOUNTAIN FIRE DEPARTMENT | ||||||||
| 2889 FORM MOUNTAIN ROAD | BASSETT | VA | 24055 | NONE | PC | CHARITABLE | $750 | |
| FORK MOUNTAIN RESCUE SQUAD | ||||||||
| 2805 VIRGIL H GOODE HIGHWAY | ROCKY MOUNT | VA | 24151 | NONE | PC | CHARITABLE | $750 | |
| FRANKLIN COUNTY PUBLIC LIBRARY | ||||||||
| 355 FRANKLIN COUNTY | ROCKY MOUNT | VA | 24151 | NONE | NC | CHARITABLE | $500 | |
| FRANKLIN COUNTRY HIGH SCHOOL | ||||||||
| 700 TANYARD ROAD | ROCKY MOUNT | VA | 24151 | NONE | NC | CHARITABLE | $10,000 | |
| HUMANE SOCIETY OF THE PIEDMONT | ||||||||
| 4527 W WENDOVER AVENUE | GREENSBORO | NC | 27409 | NONE | PC | CHARITABLE | $1,000 | |
| KENTUCKY STATE FAIR HORSE SHOW | ||||||||
| C/O EXPOSITION CENTER | LOUISVILLE | KY | 40209 | NONE | NC | CHARITABLE | $4,000 | 937 PHILLIPS LANE |
| MARTINSVILLE AREA COMMUNITY FOUNDATION | ||||||||
| PO BOX 1124 | MARTINSVILLE | VA | 24114 | NONE | PF | CHARITABLE | $2,500 | |
| MARTINSVILLE CEMETARY ASSOCIATION | ||||||||
| PO BOX 246 | MARTINSVILLE | VA | 24114 | NONE | NC | CHARITABLE | $500 | |
| MORAVIAN CHURCH | ||||||||
| PO BOX 730 | CLEMMONS | NC | 27012 | NONE | PC | CHARITABLE | $750 | |
| OAK RIDGE PRESBYTERIAN CHURCH | ||||||||
| 2614 OAK RIDGE RD | OAK RIDGE | NC | 27310 | NONE | PC | CHARITABLE | $3,000 | |
| PATRICK HENRY COMMUNITY COLLEGE FOUNDATION | ||||||||
| PO BOX 5311 | MARTINSVILLE | VA | 24115 | NONE | PC | CHARITABLE | $2,500 | |
| PIEDMONT ARTS ASSOCIATION | ||||||||
| 215 STARLING AVENUE | MARTINSVILLE | VA | 24115 | NONE | PC | CHARITABLE | $2,500 | |
| RIVERWOOD THERAPEUTIC RIDING CENTER | ||||||||
| 6825 ROLLING VIEW DRIVE | TOBACCOVILLE | NC | 27050 | NONE | PC | CHARITABLE | $1,000 | |
| ROANOKE COLLEGE | ||||||||
| 211 COLLEGE LANE | SALEM | VA | 24153 | NONE | PC | CHARITABLE | $5,000 | |
| SALVATION ARMY-BOYS AND GIRLS CLUB | ||||||||
| 1311 S EUGENE STREET | GREENSBORO | NC | 27406 | NONE | PC | CHARITABLE | $1,000 | |
| SOUTHERN AREA AGENCY ON AGING | ||||||||
| 204 CLEVELAND AVENUE | MARTINSVILLE | VA | 24112 | NONE | PC | CHARITABLE | $1,000 | |
| SPCA | ||||||||
| 132 JOSEPH MARTIN HIGHWAY | MARTINSVILLE | VA | 24078 | NONE | PC | CHARITABLE | $7,000 | |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $3,500 | |
| SUMMERFIELD FIRE DEPARTMENT | ||||||||
| 7400 SUMMERFIELD ROAD | SUMMERFIELD | NC | 27358 | NONE | PC | CHARITABLE | $1,000 | |
| THE CHILDREN'S CENTER | ||||||||
| 2315 COLISEUM DRIVE | WINSTONSALEM | NC | 27106 | NONE | PC | CHARITABLE | $3,000 | |
| THE SUMMIT SCHOOL | ||||||||
| 2100 REYNOLDA ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | CHARITABLE | $4,000 | |
| VIRGINIA MUSEUM OF NATURAL HISTORY | ||||||||
| 21 STARLING AVENUE | MARTINSVILLE | NC | 24112 | NONE | PC | CHARITABLE | $4,000 | |
| VIRGINIA TECH ATHLECTIC FUND- HOKIE CLUB | ||||||||
| POK BOX 10307 | BLACKSBURG | VA | 24062 | NONE | PC | CHARITABLE | $2,000 | |
| VOICE OF THE BLUE RIDGE | ||||||||
| 3435 MELROSE AVENUE | ROANOKE | VA | 24017 | NONE | PC | CHARITABLE | $750 | |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | ||||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | NONE | PC | CHARITABLE | $8,000 | |
| WALNUT COVE VFD & RESUE SQUAD | ||||||||
| PO BOX 532 | WALNUT COVE | NC | 27052 | NONE | PC | CHARITABLE | $1,000 | |
| WALNUT COVE PUBLIC LIBRARY | ||||||||
| PO BOX 706 | WALNUT COVE | NC | 27052 | NONE | NC | CHARITABLE | $1,000 | |
| YMCA MARTINSVILLEHENRY COUNTY | ||||||||
| 3 STARLING AVENUE | MARTINSVILLE | NC | 24112 | NONE | PC | CHARITABLE | $500 | |
| BLUE RIDGE MOUNTAINS COUNCIL BSA | ||||||||
| P O BOX 7606 | ROANOKE | VA | 24019 | NONE | PC | CHARITABLE | $500 | |
| CONE HEALTH | ||||||||
| 1200 NORTH ELM STREET | GREENSBORO | NC | 274011020 | NONE | PC | CHARITABLE | $9,000 | |
| HOLY TRINITY LUTHERAN CHURCH | ||||||||
| 1527 CHURCH STREET EXTENSION | MARTINSVILLE | VA | 24115 | NONE | PC | CHARITABLE | $700 | PO BOX 5184 |
| NEW COLLEGE FOUNDATION | ||||||||
| 191 FAYETTE STREET | MARTINSVILLE | VA | 24112 | NONE | PC | CHARITABLE | $4,000 | |
| OAK RIDGE ELEMENTARY SCHOOL | ||||||||
| 2050 OAK RIDGE ROAD | OAK RIDGE | NC | 27310 | NONE | PC | CHARITABLE | $2,000 | |
| PIEDMONT VA DENTAL HEALTH FOUNDATION | ||||||||
| 407 STARLING AVE | MARTINSVILLE | VA | 24112 | NONE | PC | CHARITABLE | $4,000 | |
| SUMMERFIELD ELEMENTARY SCHOOL | ||||||||
| 7501 SUMMERFIELD ROAD | SUMMERFIELD | NC | 27358 | NONE | PC | CHARITABLE | $2,000 | |
| WFU BRENNERS CHILDREN'S HOSPITAL | ||||||||
| PO BOX 571021 | WINSTONSALEM | NC | 271571021 | NONE | PC | CHARITABLE | $2,000 | |
| BOYS AND GIRLS CLUB | ||||||||
| 22 EAST CHURCH STREET STE 312 | MARTINSVILLE | VA | 24112 | NONE | PC | CHARITIABLE | $3,500 | |
| DUKE EYE CENTER OF WINSTON-SALEM | ||||||||
| DUKE UNIVERSITY BOX 90581 | DURHAM | NC | 27708 | NONE | PC | CHARITABLE | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $172,797 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $187,131 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $187,131 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINSON LAW PLLC | CategoryTxt |
| Amt | $3,995 | Amt |
| Net Investment Income | $1,998 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,997 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS FINANCIAL-SEE ATTACHED | StockNm |
| EOY Book Value | $696,551 | EOYBookValueAmt |
| EOYFMV | $982,795 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINSON LAW PLLC | CategoryTxt |
| Legal Fees | $8,191 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,191 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $18 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $8,672 | Amt |
| Net Investment Income | $8,672 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENT | CategoryTxt |
| Amt | $4,500 | Amt |