BRUNNEMER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BRUNNEMER FAMILY FOUNDATION (EIN 27-1111359)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349101524
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T09:42:28-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Culp Elliott & Carpenter PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 Barclay Downs Drive Suite 200 | AddressLine1 |
| City | Charlotte | City |
| State | NC | State |
| ZIP Code | 282094670 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271111359 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BRUNNEMER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRUN | BusinessNameControlTxt |
| Phone | 7043726118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 GREENWOOD CLIFF | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H KEITH BRUNNEMER JR | PersonNm |
| Person Title | Chairman/Pres | PersonTitleTxt |
| Signature | 2014-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ann K Dixon | PreparerPersonNm |
| PTIN | P00838176 | PTIN |
| Phone | 7043726322 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,200,143 | 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 | $46,281 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,281 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $46,281 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,822 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $9,822 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $379,181 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,311 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $58,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,414 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $56,103 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $9,592 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $9,592 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $944 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $944 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,536 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,536 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,034 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,034 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,570 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $38,570 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,844 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,414 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $56,103 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,482 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,301 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,301 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $5,142 | OtherNtsAndLoansRcvblBOYAmt |
| Prepaid Expenses EOY | $1,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $52,903 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $1,026,311 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,159,381 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,151,842 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,187,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,207,682 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,200,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,187,838 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,207,682 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,187,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,207,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,187,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,207,682 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,187,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,844 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,207,682 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,207,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHESAPEAKE ENERGY | P | 2010-07-19 | 2013-05-30 | $56,223 | $52,903 | $3,320 | $3,320 |
| DOMINION RES | P | 2011-07-05 | 2013-01-03 | $101,958 | $102,627 | -$669 | -$669 |
| GE CAP CORP | P | 2011-08-11 | 2013-09-16 | $40,000 | $40,003 | -$3 | -$3 |
| ASIF GLOBAL FIN | P | 2012-09-10 | 2013-01-17 | $15,000 | $15,133 | -$133 | -$133 |
| GE CAP CORP | P | 2012-09-11 | 2013-03-25 | $40,000 | $40,712 | -$712 | -$712 |
| ROYAL BANK OF SCOTLAND | P | 2012-09-11 | 2013-04-01 | $11,000 | $10,892 | $108 | $108 |
| SLM CORP EDNOTES | P | 2013-01-16 | 2013-03-15 | $115,000 | $114,600 | $400 | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,311 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$337 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $56,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,122,887 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05047 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,728 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,118,774 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04981 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $22,269 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,044,025 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02133 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $164,167 | NetVlNoncharitableAssetsYr4Amt |
| Total Distribution | 0.12162 | TotalDistributionRt |
| Average Distribution | 0.03040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,190,489 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $36,196 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $584 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,780 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $38,570 | 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 | $584 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $584 | SubtotalAmt |
| Tax Based On Investment Income | $584 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $416 | OverpaymentAmt |
| Applied To ES Tax | $416 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H KEITH BRUNNEMER JR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7043726118 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 GREENWOOD CLIFF STE 301 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| H KEITH BRUNNEMER JR | ||||||
| 1355 GREENWOOD CLIFF STE 301 | CHARLOTTE | NC | 28204 | Chairman/Pres | 0.00 | $0 |
| H KEITH BRUNNEMER III | ||||||
| 1355 GREENWOOD CLIFF STE 301 | CHARLOTTE | NC | 28204 | Vice President | 0.00 | $0 |
| MARGARET B CARPENTER | ||||||
| 1355 GREENWOOD CLIFF STE 301 | CHARLOTTE | NC | 28204 | Secretary | 0.00 | $0 |
| ANNA B WILDER | ||||||
| 1355 GREENWOOD CLIFF STE 301 | CHARLOTTE | NC | 28204 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,114,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,208,618 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,208,618 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,129 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,190,489 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $584 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $584 | TotalTaxAmt |
| Distributable Before Adj | $58,940 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $58,940 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $58,940 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $38,570 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $38,570 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $584 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,986 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,940 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,034 | UndistributedIncomePYAmt |
| Qualifying Distributions | $38,570 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,034 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,536 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $48,404 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H KEITH BRUNNEMER JR | ContributingManagerNm |
| Contributing Manager | H KEITH BRUNNEMER III | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | H KEITH BRUNNEMER JR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1355 GREENWOOD CLIFF STE 301 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7043726118 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION MAKES GRANTS TO TAX-EXEMPT 501 (C)(3) CHARITIES AS DETERMINED BY THE FOUNDATION DIRECTORS AT PERIODIC MEETINGS. WHILE REQUEST FROM ELIGIBLE CHARITIES WILL BE CONSIDERED, NO FORM OR OTHER MATERIALS ARE REQUIRED TO BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CRISIS ASSISTANCE MINISTRY | |||||||
| 500 A SPRATT ST | CHARLOTTE | NC | 28206 | none | PUBLIC | TO PROVIDE FINANCIAL ASSISTANCE TO INDIVIDUALS AND FAMILIES IN FINANCIAL DISTRESS. | $5,000 |
| CATHERINE'S HOUSE | |||||||
| 400 MERCY DR | BELMONT | NC | 28012 | none | PUBLIC | PROVIDE TRANSITIONAL HOUSING FOR SINGLE WOMEN AND CHILDREN WHO ARE HOMELESS. | $5,034 |
| REELIN FOR RESEARCH | |||||||
| 1852 BANKING ST 9333 | GREENSBORO | NC | 27408 | none | PUBLIC | PROVIDE FUNDS FOR RESEARCH TO HELP FIND A CURE FOR CANCER. | $3,000 |
| MYERS PARK HIGH SCHOOL FOUNDATION | |||||||
| 4426 ST IVES PLACE | CHARLOTTE | NC | 28211 | none | PUBLIC | TO PROVIDE SUPPORT AND GUIDANCE FOR AT-RISK STUDENTS. | $5,000 |
| EMPTY STOCKING FUND | |||||||
| PO BOX 32188 | CHARLOTTE | NC | 28232 | none | PUBLIC | TO PROVIDE FINANCIAL ASSISTANCE FOR DISADVANTAGED FAMILIES IN THE COMMUNITY BY PROVIDING HOLIDAY FOOD AND OTHER GIFTS. | $5,000 |
| LUTHERAN WORLD RELIEF | |||||||
| 700 LIGHT STREET | BALTIMORE | MD | 21230 | none | PUBLIC | SUPPORT FOR THE PEOPLE IN THE PHILIPPINES IN THE AFTERMATH OF SUPER TYPHOON HAIYAN. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,034 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,281 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,311 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,414 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKKEEPING | $7,500 | $0 | $0 | $7,500 |
| TAX COMPLIANCE FEES | $2,092 | $0 | $0 | $2,092 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX 2012 | CategoryTxt |
| Amt | $944 | Amt |
| Disbursements Charitable Prps | $944 | DisbursementsCharitablePrpsAmt |