GOODMAN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GOODMAN FOUNDATION INC (EIN 56-6034757)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-05
- IRS object ID
- 202600649349100420
- Schema version
- 2025v4.0
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-05T15:50:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562219353 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR L HATTAWAY JR CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2855 W INNES STREET | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566034757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 7046335982 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY V GOODMAN | PersonNm |
| Person Title | PRES & TREAS | PersonTitleTxt |
| Phone | 7046335982 | PhoneNum |
| Signature | 2026-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARTHUR L HATTAWAY JR | PreparerPersonNm |
| PTIN | P00296397 | PTIN |
| Phone | 7046033418 | PhoneNum |
| Preparation | 2026-03-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,975,303 | 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 | $696,601 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $295,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $294,565 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$47,518 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,802 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $945,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $294,565 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $50,715 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,715 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,392 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $721 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $721 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,378 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $548,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $548,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $603,878 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $548,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $341,820 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,373 | CashBOYAmt |
| Cash EOY | $160,385 | CashEOYAmt |
| Cash EOYFMV | $160,385 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $781,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,130,186 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,130,186 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $60,019 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $6,910,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,713,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,713,972 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,992,761 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,050,406 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,050,406 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,671,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,920,354 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,920,354 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,428,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,975,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,975,303 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,428,466 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,975,303 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,428,466 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,975,303 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,428,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,975,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,428,466 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $341,820 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,205,017 | OtherIncreasesAmt |
| Subtotal | $12,975,303 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,975,303 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$47,518 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,332 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,332 | SubtotalAmt |
| Tax Based On Investment Income | $3,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,123 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,123 | TotalPaymentsAndCreditsAmt |
| Tax Due | $209 | TaxDueAmt |
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 | Yes (true) | 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 |
| Individual With Books | ARTHUR L HATTAWAY JR | IndividualWithBooksNm |
| Phone | 7046335982 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1Txt |
| City | SALISBURY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281451040 | 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 |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY V GOODMAN | ||||||||
| PO BOX 1040 | SALISBURY | NC | 281451040 | PRES & TREAS | 000.00 | $0 | $0 | $0 |
| DOROTHY G SETTLE | ||||||||
| P O BOX 1040 | SALISBURY | NC | 28145 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ARTHUR L HATTAWAY JR | ||||||||
| PO BOX 1040 | SALISBURY | NC | 281451040 | ASST. SECRET | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,936,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $417,283 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,353,694 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,353,694 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,305 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,168,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $608,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $608,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,332 | TotalTaxAmt |
| Distributable Before Adj | $605,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $605,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $605,087 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $548,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $548,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $605,087 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $547,590 | UndistributedIncomePYAmt |
| Qualifying Distributions | $548,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $547,590 | AppliedToYear1Amt |
| Applied To Current Year | $910 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $604,177 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGRICULTURAL DEVELOPMENT FUND | ||||||||
| 3400 BURNETT TANDY DRIVE | FORT WORTH | TX | 761073056 | PC | CHARITABLE USE | $1,000 | ||
| ALL SOULS COUNSELING CENTER | ||||||||
| 35 ARLINGTON ST | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $10,000 | ||
| ALZHEIMERS ASSOCIATION | ||||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | PC | CHARITABLE USE | $25,000 | ||
| AMERICAN CANCER SOCIETY | ||||||||
| 1901 BURNSWICK AVE | CHARLOTTE | NC | 28207 | PC | CHARITABLE USE | $1,000 | NO 100 | |
| APPALACHIAN SUSTAINABLE AGRICULTURE | ||||||||
| 306 WEST HAYWOOD ST | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $5,000 | PROJECT | |
| ASHEVILLE CATHOLIC SCHOOL | ||||||||
| 12 CULVERN ST | ASHEVILLE | NC | 28804 | PC | CHARITABLE USE | $10,000 | ||
| ASHEVILLE MUSEUM OF SCIENCE | ||||||||
| 43 PATTON AVE | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $20,000 | ||
| BELOVED ASHEVILLE | ||||||||
| PO BOX 6386 | ASHEVILLE | NC | 28816 | PC | CHARITABLE USE | $2,000 | ||
| BLACK MOUNTAIN HOME FOR CHILDREN | ||||||||
| 80 LAKE EDEN ROAD | BLACK MOUNTAIN | NC | 28711 | PC | CHARITABLE USE | $15,000 | ||
| BOYS AND GIRLS CLUB OF AMERICA | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | PC | CHARITABLE USE | $5,000 | ||
| BUDDIES PLACE | ||||||||
| PO BOX 123593 | FORT WORTH | TX | 761213593 | PC | CHARITABLE USE | $3,000 | ||
| CAROLINA RESOURCE CENTER FOR EATING | ||||||||
| PO BOX 18103 | ASHEVILLE | NC | 28814 | PC | CHARITABLE USE | $58,000 | DISORDERS | |
| CENTRAL UNITED METHODIST CHURCH | ||||||||
| 27 CHURCH STREET | ASHEVILLE | NC | 288033049 | PC | CHARITABLE USE | $25,000 | ||
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK RD | STONINGTON | CT | 06378 | PC | CHARITABLE USE | $5,000 | ||
| COOK CHILDRENS HEALTH FOUNDATION | ||||||||
| 801 SEVENTH AVE | FORT WORTH | TX | 76104 | PC | CHARITABLE USE | $10,000 | ||
| DUKE UNIVERSITY | ||||||||
| BOX 90581 | DURHAM | NC | 277080581 | PC | CHARITABLE USE | $25,000 | ||
| EDUCATIONAL FIRST STEPS | ||||||||
| 4900 SE LOOP 820 | FORT WORTH | TX | 76140 | PC | CHARITABLE USE | $10,000 | SUITE 204 | |
| EXCHANGE CLUB CHRISTMAS FUND | ||||||||
| PO BOX 149 | FORTH WORTH | TX | 76101 | PC | CHARITABLE USE | $5,000 | ||
| FORT WORTH MUSEUM OF SCIENCE AND | ||||||||
| 1600 GENDY STREET | FORT WORTH | TX | 76107 | PC | CHARITABLE USE | $10,000 | HISTORY | |
| GIVENS COMMUNITIES | ||||||||
| 2360 SWEETEN CREEK RD | ASHEVILLE | NC | 28803 | PC | CHARITABLE USE | $6,000 | ||
| GLADNEY CENTER FOR ADOPTION | ||||||||
| 6300 JOHN RYAN DR | FORTH WORTH | TX | 76132 | PC | CHARITABLE USE | $5,000 | ||
| GRACE LUTHERAN CHURCH | ||||||||
| PO BOX 1870 | FORT WORTH | TX | 76101 | PC | CHARITABLE USE | $1,000 | ||
| GRANDFATHER MOUNTAIN STEWARDSHIP | ||||||||
| PO BOX 129 | LINVILLE | NC | 28646 | PC | CHARITABLE USE | $15,000 | FOUNDATION | |
| GREENSBORO COLLEGE | ||||||||
| 815 WEST MARKET STREET | GREENSBORO | NC | 27401 | PC | CHARITABLE USE | $5,000 | ||
| HABITAT FOR HUMANITY | ||||||||
| 33 MEADOW RD | ASHEVILLE | NC | 288032652 | PC | CHARITABLE USE | $15,000 | ||
| HAYWOOD STREET CONGREGATION | ||||||||
| PO BOX 2982 | ASHEVILLE | NC | 28802 | PC | CHARITABLE USE | $5,000 | ||
| HIGHLAND PARK EDUCATION FOUNDATION | ||||||||
| 4201 GRASSMERE LANE | DALLAS | TX | 75205 | PC | CHARITABLE USE | $10,000 | ||
| HOSPITALITY HOUSE | ||||||||
| PO BOX 309 | BOONE | NC | 28607 | PC | CHARITABLE USE | $5,000 | ||
| JAMES L WEST CENTER FOR DEMENTIA | ||||||||
| 1111 SUMMIT AVENUE | FORT WORTH | TX | 76102 | PC | CHARITABLE USE | $10,000 | CARE | |
| KIMBELL ART MUSEUM | ||||||||
| 3333 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PC | CHARITABLE USE | $10,000 | ||
| LEAF GLOBAL ARTS | ||||||||
| 377 LAKE EDEN RD | BLACK MOUNTAIN | NC | 28711 | PC | CHARITABLE USE | $2,000 | ||
| LITERACY TOGETHER | ||||||||
| 31 COLLEGE PLACE | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $5,000 | SUITE B221 | |
| MD ANDERSON CANCER CENTER | ||||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | PC | CHARITABLE USE | $15,000 | ||
| MEALS ON WHEELS | ||||||||
| 146 VICTORIA ROAD | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $20,000 | ||
| MEMORY CARE | ||||||||
| 100 FAR HORIZONS LANE | ASHEVILLE | NC | 28803 | PC | CHARITABLE USE | $1,000 | ||
| MOUNTAIN CHILD ADVOCACY CENTER | ||||||||
| 11 VANDERBILT PARK DR | ASHEVILLE | NC | 28803 | PC | CHARITABLE USE | $5,000 | SUITE A | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | PC | CHARITABLE USE | $3,000 | ||
| NC STATE ANNUAL GIVING | ||||||||
| CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | PC | CHARITABLE USE | $10,000 | ||
| NORTH CAROLINA ARBORETUM SOCIETY | ||||||||
| 100 FREDERICK LAW OLMSTED | ASHEVILLE | NC | 28806 | PC | CHARITABLE USE | $7,500 | ||
| NORTH CAROLINA VETERINARY MEDICAL | ||||||||
| CAMPUS BOX 7207 | RALEIGH | NC | 27695 | PC | CHARITABLE USE | $15,000 | FOUNDATION | |
| PISGAH LEGAL SERVICES | ||||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | PC | CHARITABLE USE | $5,000 | ||
| SCOUTING AMERICA DANIEL BOONE COUN | ||||||||
| 333 W HAYWOOD ST | ASHEVILLE | NC | 28801 | PC | CHARITABLE USE | $1,000 | ||
| SMILEONADG INC | ||||||||
| PO BOX 584 | VALLE CRUCIS | NC | 28691 | PC | CHARITABLE USE | $1,000 | ||
| ST ANDREWS ANGLICAN CHURCH | ||||||||
| 917 LAMAR ST | FORT WORTH | TX | 76102 | PC | CHARITABLE USE | $5,000 | ||
| TARRANT AREA FOOD BANK | ||||||||
| 2525 CULLEN ST | FORT WORTH | TX | 76107 | PC | CHARITABLE USE | $15,000 | ||
| TEXAS CHRISTIAN UNVIERSITY | ||||||||
| TCU BOX 297044 | FORT WORTH | TX | 76129 | PC | CHARITABLE USE | $20,000 | ||
| THE APPALACHIAN INSTITUTE FOR HEALT | ||||||||
| 1179 STATE FARM ROAD | BOONE | NC | 28608 | PC | CHARITABLE USE | $5,000 | WELLNESS | |
| THE FWCD FOUNDATION | ||||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | PC | CHARITABLE USE | $25,000 | ||
| UNC ASHEVILLE FOUNDATION INC | ||||||||
| 1 UNIVERSITY HEIGHTS | ASHEVILLE | NC | 288048507 | PC | CHARITABLE USE | $20,000 | ||
| UT SOUTHWESTERN MEDICAL CENTER | ||||||||
| PO BOX 910888 | DALLAS | TX | 753910888 | PC | CHARITABLE USE | $15,000 | ||
| WATAUGA HUMANE SOCIETY | ||||||||
| 312 PAWS WAY | BOONE | NC | 28607 | PC | CHARITABLE USE | $15,000 | ||
| WNC NATURE CENTER | ||||||||
| PO BOX 19151 | ASHEVILLE | NC | 28815 | PC | CHARITABLE USE | $6,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $548,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,615 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$47,518 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOIDED CHECK | Desc |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $248,097 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,097 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AGGREGATE RESOURCES LLC | ||||||
| 1 | PO BOX 1040 | SALISBURY | NC | 28145 | $91,333 | Yes (X) |
| B V HEDRICK GRAVEL & SAND COMPANY | ||||||
| 2 | PO BOX 1040 | SALISBURY | NC | 28145 | $335,160 | Yes (X) |
| MATERIAL SALES COMPANY | ||||||
| 3 | PO BOX 1040 | SALIBURY | NC | 28145 | $40,847 | Yes (X) |
| CUMBERLAND GRAVEL & SAND COMPANY | ||||||
| 4 | PO BOX 1040 | SALISBURY | NC | 28145 | $207,142 | Yes (X) |
| SOUTHERN CONCRETE MATERIALS | ||||||
| 5 | PO BOX 1040 | SALISBURY | NC | 28145 | $22,119 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $74,113 | $74,113 |
| BERKSHIRE HATHAW | $73,724 | $73,724 |
| BOOKING HOLDINGS | $74,310 | $74,310 |
| DFA INFLATION PROTECTED | $129,119 | $129,119 |
| DFA INVESTMENT GRADE | $309,850 | $309,850 |
| DODGE & COX GLOBAL BOND | $207,239 | $207,239 |
| PNC FINL SVCS GRO | $74,445 | $74,445 |
| VANGUARD INFLATION | $307,584 | $307,584 |
| VANGUARD SHORT TERM | $800,022 | $800,022 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $108,000 | $108,000 |
| ALPHABET INC. | $204,284 | $204,284 |
| AMGEN INC. | $167,910 | $167,910 |
| APPLE INC | $899,041 | $899,041 |
| BLACK ROCK INC | $361,775 | $361,775 |
| CISCO SYSTEMS INC | $299,262 | $299,262 |
| COMCAST CLASS A | $71,557 | $71,557 |
| DOVER CORPORATION | $223,355 | $223,355 |
| EMERSON ELECTRIC CO | $135,507 | $135,507 |
| HOME DEPOT INC | $185,814 | $185,814 |
| HUNTINGTON BANCSHS | $108,125 | $108,125 |
| INTERPUBLIC GRP COS | ||
| JOHNSON & JOHNSON | $154,592 | $154,592 |
| JPMORGAN CHASE & CO | $522,319 | $522,319 |
| MICROSOFT CORP | $939,674 | $939,674 |
| NOVO NORDISK A/S | $183,728 | $183,728 |
| OMNICOM GROUP INC | $41,344 | $41,344 |
| ORACLE CORP | $304,255 | $304,255 |
| PEPSICO INCORPORATED | $169,928 | $169,928 |
| PNC FINL SERVICES GP INC | $198,085 | $198,085 |
| POLARIS INDUSTRIES | ||
| RIO TINTO PLC SPON ADR F | $150,456 | $150,456 |
| STRYKER CORP | $291,369 | $291,369 |
| TAIWAN SEMICONDUCTOR ADRF | $1,083,976 | $1,083,976 |
| TARGET CORPORATION | $160,309 | $160,309 |
| THE MAGNUM ICE CREAM | $4,152 | $4,152 |
| UNILEVER PLC | $76,190 | $76,190 |
| UNITED PARCEL SRVC | $128,351 | $128,351 |
| WAL-MART STORES INC | $345,594 | $345,594 |
| WILLIAMS SONOMA | $195,020 | $195,020 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DFA EMERGING MKTS CORE | FMV | $262,279 | $262,279 |
| DFA INTERNATIONAL CORE EQ | FMV | $269,000 | $269,000 |
| DFA US SMALL CAP VALUE | FMV | $265,235 | $265,235 |
| ISHARES RUSSELL 2000 | FMV | $174,774 | $174,774 |
| VANGUARD FTSE DEVELOPED | FMV | $335,714 | $335,714 |
| WIDSOM EMRG MKTS | FMV | $79,220 | $79,220 |
| WISDOM US MIDCAP | FMV | $422,707 | $422,707 |
| VANGUARD GNMA ADM | FMV | $66,719 | $66,719 |
| ISHARES FLOATING RATE | FMV | $44,706 | $44,706 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK SERVICE CHARGES | $539 | $539 |
| OTHER FEES | $182 | $182 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOIDED CHECK | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN MARKET VALUE OF INVESTMENTS | Desc |
| Amt | $1,205,017 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $50,715 | Amt |
| Net Investment Income | $50,715 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $550 | |
| FOREIGN TAXES ON DIVIDENDS | $3,392 | $3,392 |