CHRISTOPHER FUND: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHRISTOPHER FUND (EIN 20-0511542)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-09
- IRS object ID
- 201332219349100703
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-09T10:37:10-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560747981 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIXON HUGHES GOODMAN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WEST FOURTH STREET SUITE 700 | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200511542 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHRISTOPHER FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHRI | NameControl |
| Phone | 3367242759 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 OAKWOOD DRIVE NO 440 | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F HUDNALL CHRISTOPHER JR | Name |
| Title | CHAIRMAN | Title |
| Phone | 3367242759 | Phone |
| Date Signed | 2013-06-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID VOGLER | Name |
| PTIN | P00187735 | PTIN |
| Phone | 3367148100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1518395 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3500 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 20079 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20079 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 78346 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 556233 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 78346 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1355 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1355 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 103280 | TotalRevenueAndExpenses |
| Total Net Investment Income | 99780 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3027 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6594 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1263 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1433 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1433 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11054 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2696 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31554 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2696 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 71726 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 97084 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3028 | CashBOY |
| Cash EOY | 3001 | CashEOY |
| Cash EOYFMV | 3001 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 221 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 250763 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 250763 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 117000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 14000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 14000 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1252480 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1250631 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1250631 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1372729 | TotalAssetsBOY |
| Total Assets EOY | 1518395 | TotalAssetsEOY |
| Total Assets EOYFMV | 1518395 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1372729 | RetainedEarningsBOY |
| Retained Earnings EOY | 1518395 | RetainedEarningsEOY |
| Total Net Assets BOY | 1372729 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1518395 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1372729 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1518395 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1372729 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 71726 | ExcessOfRevenueOverExpenses |
| Other Increases | 73940 | OtherIncreases |
| Subtotal | 1518395 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1518395 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 555331 | 477887 | 77444 | 77444 |
| CLASS ACTION SETTLEMENT PROCEEDS | P | 902 | 902 | 902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 78346 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 146616 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1480443 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.099035 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 157624 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1401002 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.112508 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 133953 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1347877 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.099381 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 299573 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1637911 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.182899 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 113249 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1467179 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.077188 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.571011 | TotalDistributionRatio |
| Average Distribution Ratio | 0.114202 | AverageDistributionRatio |
| Net Noncharitable Assets | 1469814 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 167856 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 971 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 168827 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 20500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1942 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1942 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1942 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3120 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3120 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 1178 | Overpayment |
| Amount Credited To Next Year | 1178 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | F HUDNALL CHRISTOPHER JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3367242759 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 OAKWOOD DRIVE SUITE 440 | AddressLine1 |
| City | WINSTONSALEM | City |
| State | NC | State |
| ZIP Code | 27103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| F HUDNALL CHRISTOPHER JR | ||||||||
| 110 OAKWOOD DRIVE SUITE 440 | WINSTONSALEM | NC | 27103 | DIRECTOR/CHAIRMAN | 1.00 | 0 | 0 | 0 |
| CLAIRE CHRISTOPHER | ||||||||
| 2837 REYNOLDS DRIVE | WINSTONSALEM | NC | 27104 | VICE CHAIRMAN | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1396876 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 95321 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1492197 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1492197 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22383 | CashDeemedCharitable |
| Net Noncharitable Assets | 1469814 | NetNoncharitableAssets |
| Minimum Investment Return | 73491 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 73491 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1942 | TaxBasedOnInvestmentIncome |
| Total Tax | 1942 | TotalTax |
| Distributable Amount Before Adj | 71549 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 71549 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 71549 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 20500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 20500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 71549 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 223065 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 68201 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 89326 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 69852 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 450444 | TotalExcessDistriCarryover |
| Qualifying Distributions | 20500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 51049 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 51049 | ExcessDistriCyovAppliedCY |
| Total Corpus | 399395 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 399395 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 172016 | ExcessFromYear4 |
| Excess From Year3 | 68201 | ExcessFromYear3 |
| Excess From Year2 | 89326 | ExcessFromYear2 |
| Excess From Year1 | 69852 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F HUDNALL CHRISTOPHER JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BRENNER CHILDREN'S HOSPITAL | |||||||
| MEDICAL CENTER BLVD | WINSTONSALEM | NC | 27157 | N/A | CHARITY | GENERAL SUPPORT | $500 |
| THE WINSTON-SALEM FOUNDATION | |||||||
| 860 WEST FIFTH STREET | WINSTONSALEM | NC | 27101 | N/A | CHARITY | SUPPORT FOR GRANT-MAKING | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,079 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 15 | ExclusionCode |
| Exclusion | $1,355 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $78,346 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $99,780 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 99780 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,027 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITY INVESTMENTS | NameOfStock |
| EOY Book Value | 1250631 | EOYBookValue |
| EOYFMV | 1250631 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 14000 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 14000 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 1361 | 1361 | 0 |
| TRANSACTION FEES | 51 | 51 | 0 |
| OTHER ROYALTY EXPENSES | 21 | 21 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FIDUCIARY TRUST COMPANY INTERNATIONAL - ROYALTIES | Description |
| Revenue And Expenses Per Books | 1355 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1355 | NetInvestmentIncome |
| Adjusted Net Income | 1355 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $73,940 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAX | $5,331 | 0 | 0 |
| FOREIGN TAXES | $1,154 | 1154 | 0 |
| PRODUCTION TAXES | $109 | 109 | 0 |