MIKE & CAROLYN JONES FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MIKE & CAROLYN JONES FOUNDATION (EIN 20-1997491)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-09
- IRS object ID
- 201221309349100522
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-09T09:59:26-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH 3RD STREET FIFTH FLOOR | AddressLine1 |
| City | WILMINGTON | City |
| State | NC | State |
| ZIP Code | 28401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201997491 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL K JONES & CAROLYN N JONES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 9106534001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1 |
| City | TABOR CITY | City |
| State | NC | State |
| ZIP Code | 28463 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL K JONES | Name |
| Title | CHAIRMAN | Title |
| Phone | 9106534001 | Phone |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROB WAGNER | Name |
| PTIN | P00037480 | PTIN |
| Phone | 9107629623 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 273073 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 237 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 237 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1966 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1966 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2666 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 22717 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2666 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 4869 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4869 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 600 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 15 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1215 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 615 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 600 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 15615 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 615 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 15000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10746 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4254 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1016 | CashBOY |
| Cash EOY | 3416 | CashEOY |
| Cash EOYFMV | 3416 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 235370 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 150168 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 150168 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 47816 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 119868 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 115502 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 6032 | InvestmentsOtherBOY |
| Investments Other EOY | 6036 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 3987 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 290234 | TotalAssetsBOY |
| Total Assets EOY | 279488 | TotalAssetsEOY |
| Total Assets EOYFMV | 273073 | 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 | 290234 | RetainedEarningsBOY |
| Retained Earnings EOY | 279488 | RetainedEarningsEOY |
| Total Net Assets BOY | 290234 | TotalNetAssetsBOY |
| Total Net Assets EOY | 279488 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 290234 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 279488 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 290234 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10746 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 279488 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 279488 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 200 SHARES ROYAL BANK CDA MONTREAL | P | 2011-01-06 | 2011-04-04 | 12394 | 10416 | 1978 | 1978 |
| 500 SHARES AMEX SPDR FINANCIAL SELECT SECTOR FD | P | 2010-03-11 | 2011-04-04 | 8230 | 7755 | 475 | 475 |
| 148 SHARES CRESCENT FINANCIAL BANCSHARES | P | 2007-02-01 | 2011-12-22 | 703 | 1880 | -1177 | -1177 |
| 2,050.92 SHARES RESERVE YIELD PLUS FUND | P | 2008-06-11 | 2011-02-11 | 1390 | 1390 | 1390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2666 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 15650 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 302463 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051742 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 14300 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 313257 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045649 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 16118 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 288738 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055822 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3504 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 318113 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.011015 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1058 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 171077 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.006184 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.170412 | TotalDistributionRatio |
| Average Distribution Ratio | 0.034082 | AverageDistributionRatio |
| Net Noncharitable Assets | 284258 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 9688 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 43 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 9731 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 15000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 43 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 43 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 43 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 43 | TaxDue |
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 | MICHAEL K JONES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9106534001 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1 |
| City | TABOR CITY | City |
| State | NC | State |
| ZIP Code | 28463 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 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 | 91975 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 196612 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 288587 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 288587 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4329 | CashDeemedCharitable |
| Net Noncharitable Assets | 284258 | NetNoncharitableAssets |
| Minimum Investment Return | 14213 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 14213 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 43 | TaxBasedOnInvestmentIncome |
| Total Tax | 43 | TotalTax |
| Distributable Amount Before Adj | 14170 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 14170 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 14170 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 15000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 15000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 43 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 14957 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 14170 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 14417 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 15000 | QualifyingDistributions |
| Applied To Year1 | 14417 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 583 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 13587 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL K JONES | ContributingManager |
| Contributing Manager | CAROLYN N JONES | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MICHAEL K JONES | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 674 | AddressLine1 |
| City | TABOR CITY | City |
| State | NC | State |
| ZIP Code | 28463 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9106534001 | RecipientPhoneNumber |
| Form And Info And Materials | NO SET SPECIFICATIONS AT THIS TIME. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE. | SubmissionDeadlines |
| Restrictions On Awards | QUALIFYING DISTRIBUTIONS WILL BE MADE TO CHARITIES PRIMARILY LOCATED IN SOUTHEASTERN NORTH CAROLINA AND NORTHEASTERN SOUTH CAROLINA. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BETHANY CHRISTIAN SERVICES | ||||||||
| 1113 44TH AVENUE N SUITE 304 | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $200 | |
| BROOKGREEN GARDENS | ||||||||
| PO BOX 3368 | PAWLEYS ISLAND | SC | 29585 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $300 | |
| COMMUNITY KITCHEN | ||||||||
| 1411 10TH AVENUE NORTH | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $100 | |
| DUCKS UNLIMITED - NORTH STRAND CHAPTER | ||||||||
| C/O ALEX | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $100 | |
| GRAND STRAND YMCA | ||||||||
| 904 65TH AVENUE | NORTH MYRTLE BEACH | SC | 29572 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $110 | |
| LOWCOUNTRY FOOD BANK | ||||||||
| C/O ROB PRINGLE 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $3,000 | |
| MEREDITH COLLEGE | ||||||||
| 3800 HILLSBOROUGH STREET | RALEIGH | NC | 27607 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $300 | |
| NORTH CAROLINA CHILDREN'S PROMISE | ||||||||
| ATTN ELEANOR BOTHWELL EDUCATION | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $100 | FUND CAMPUS BOX 7237 |
| 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 FACI | $200 | |
| SALVATION ARMY | ||||||||
| PO BOX 500 | CONWAY | SC | 29528 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $3,000 | |
| STREET REACH | ||||||||
| 1005 OSCEOLA STREET | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $200 | |
| 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 FACI | $500 | |
| TRINITY CHURCH HABITAT FOR HUMANITY | ||||||||
| 3000 NORTH KINGS HWY | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $100 | |
| TRINITY CHURCH | ||||||||
| 3000 NORTH KINGS HWY | MYRTLE BEACH | SC | 29577 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $5,000 | |
| SEA HAVEN FOR GIRLS | ||||||||
| PO BOX 600 | NORTH MYRTLE BEACH | SC | 29597 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $150 | |
| CHRISTAIN HAITIAN AMERICAN PARTNERSHIP | ||||||||
| C/O WHITE 940 HAGLEY DRIVE | PAWLEYS ISLAND | SC | 29585 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $100 | |
| MINA FOUNDATION | ||||||||
| 9235 MARINA PARKWAY | MYRTLE BEACH | SC | 29572 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $75 | |
| MCKENZIE BYRD CAMPUS OUTREACH | ||||||||
| 361 EGYPT ROAD | MT PLEASANT | SC | 29464 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $515 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 2051 FORESTBROOK ROAD | MYRTLE BEACH | SC | 29588 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $50 | |
| NATIONAL TRANSPLANT ASSISTANCE FUND | ||||||||
| SOUTH ATLANTIC SPINAL CORD INJURY | RADNOR | PA | 19087 | NONE | 501(C)(3) - CHARITY | UNRESTRICTED USE FOR GRANTS, PROGRAMS, & PUBLIC FACI | $100 | FUND 150 N RADNOR CHESTER RD SUITE |
| GRAND STRAND YMCA | ||||||||
| 904 65TH AVENUE | NORTH MYRTLE BEACH | SC | 29572 | NONE | 501(C)(3) - CHARITY | 2010 CHECK NEVER CLEARED THE BANK. TAXPAYER VOIDED CHECK IN 2011. | -$100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14400 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $237 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,966 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $2,666 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $4,869 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4869 | 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 | PROFESSIONAL | Category |
| Amount | $1,200 | Amount |
| Net Investment Income | 600 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 600 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (14 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 200 SH ALTRIA GROUP INC | 5152 | 5930 |
| 1000 BANK OF AMERICA CORP | 10660 | 5560 |
| 1000 BANK OF AMERICA CORP | 11120 | 5560 |
| 400 BB&T CORPORATION | 9946 | 10068 |
| 500 SH BB&T CORPORATION | 10054 | 12585 |
| 600 SH BB&T CORPORATION | 12015 | 15102 |
| 500 SH FORD MOTOR | 6455 | 5380 |
| 500 SH FORD MOTOR | 5260 | 5380 |
| 200 SH WASTE MANAGMENT | 6010 | 6542 |
| 500 SH VERIZON COMMUNIATIONS | 17235 | 20060 |
| 300 SH GENERAL MOTORS COMPANY | 9325 | 6081 |
| 200 SH GENERAL MOTORS COMPANY | 5816 | 4054 |
| 300 SH DUKE ENERGY HOLDING CORP | 5506 | 6600 |
| 300 SH DUKE ENERGY HOLDING CORP | 5314 | 6600 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | RESERVE YIELD PLUS FUND INC | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 6036 | BookValue |
| EOYFMV | 3987 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID ON INVESTMENTS | Category |
| Amount | $15 | Amount |
| Net Investment Income | 15 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |