HAYES FAMILY CHARITABLE TR: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HAYES FAMILY CHARITABLE TR (EIN 26-6155281)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201141369349100824
- Schema version
- 2010v3.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T09:34:49-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT & HOLLAND LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVENUE SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266155281 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAYES FAMILY CHARITABLE TRUST | BusinessNameLine1 |
| Business Name Line2 | C/O FOUNDATION OF THE CAROLINAS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAYE | NameControl |
| Phone | 7049734517 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 S TRYON STREET | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TRUSTEE | Name |
| Title | TRUSTEE | Title |
| Phone | 7049734517 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE A RATICA | Name |
| Phone | 7043771678 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 8210977 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 300000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 167479 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 167479 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 240200 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2534473 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 240200 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 707679 | TotalRevenueAndExpenses |
| Total Net Investment Income | 407679 | 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 |
| Other Prof Fees Rev And Expnss | 52571 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 52571 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 8057 | InterestRevAndExpnss |
| Interest Net Invst Incm | 8057 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 7732 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3996 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 441 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 441 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 122 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 122 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 68923 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12053 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 53134 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 190000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 190000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 258923 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12053 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 243134 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 448756 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 395626 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 119052 | CashBOY |
| Cash EOY | 22609 | CashEOY |
| Cash EOYFMV | 22609 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 556217 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 919363 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 919636 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 2865 | PrepaidExpensesBOY |
| Investments Govt Oblig BOY | 993494 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 1382198 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1382198 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 5233335 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5074338 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5074338 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 570051 | InvestmentsOtherBOY |
| Investments Other EOY | 812196 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 812196 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 7475014 | TotalAssetsBOY |
| Total Assets EOY | 8210704 | TotalAssetsEOY |
| Total Assets EOYFMV | 8210977 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 28571 | AccountsPayableBOY |
| Accounts Payable EOY | 8989 | AccountsPayableEOY |
| Total Liabilities BOY | 28571 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8989 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 7446443 | UnrestrictedBOY |
| Unrestricted EOY | 8201715 | UnrestrictedEOY |
| Total Net Assets BOY | 7446443 | TotalNetAssetsBOY |
| Total Net Assets EOY | 8201715 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7475014 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 8210704 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7446443 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 448756 | ExcessOfRevenueOverExpenses |
| Other Increases | 306516 | OtherIncreases |
| Subtotal | 8201715 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 8201715 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY - SHORT TERM - SEE ATTACHED | P | 2010-01-31 | 2010-12-01 | 1137330 | 966862 | 170468 | 170468 |
| MORGAN STANLEY SMITH BARNEY - LONG TERM - SEE ATTACHED | P | 2008-01-01 | 2010-12-01 | 1397043 | 1327411 | 69632 | 69632 |
| CAPITAL GAINS DIVIDENDS | P | 100 | 100 | 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 240200 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 238536 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6127703 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038927 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 138939 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3443183 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.040352 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.079279 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039640 | AverageDistributionRatio |
| Net Noncharitable Assets | 7456861 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 295590 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3956 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 299546 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 243134 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 7913 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 7913 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 7913 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 7913 | 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 | NONE | WebsiteAddress |
| Books In Care Of Person Name | THE FOUNDATION FOR THE CAROLINAS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7049734517 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 S TRYON STREET | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | 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 | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT C HAYES JR | ||||||||
| 217 S TRYON | CHARLOTTE | NC | 28202 | PRESIDENT/TRUSTEE | 1.00 | 0 | 0 | 0 |
| WINSLOW HAYES GALLOWAY | ||||||||
| 217 S TRYON | CHARLOTTE | NC | 28202 | SECRETARY/TREASURER/TRUSTE | 1.00 | 0 | 0 | 0 |
| BARBARA W HAYES | ||||||||
| 217 S TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ROBERT C HAYES | ||||||||
| 217 S TRYON | CHARLOTTE | NC | 28202 | TRUSTEE | 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 | 7046350 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 53007 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 471060 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7570417 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7570417 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 113556 | CashDeemedCharitable |
| Net Noncharitable Assets | 7456861 | NetNoncharitableAssets |
| Minimum Investment Return | 372843 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 372843 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 7913 | TaxBasedOnInvestmentIncome |
| Total Tax | 7913 | TotalTax |
| Distributable Amount Before Adj | 364930 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 364930 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 364930 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 243134 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 243134 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 243134 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 364930 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 95936 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 243134 | QualifyingDistributions |
| Applied To Year1 | 95936 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 147198 | 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 | 217732 | 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) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| PAVILLON INTERNATIONAL | |||||||
| 241 PAVILLON PLACE | MILL SPRING | NC | 28756 | NONE | 509(A)(2) | WOMEN'S RESIDENTIAL TREATMENT SCHOLARSHIP PROGRAM | $7,500 |
| INJURED MARINE SEMPER FI FUND | |||||||
| 825 COLLEGE BLVD 102 PMB 609 | OCEANSIDE | CA | 92057 | NONE | 509(A)(2) | CARING FOR THE CAROLINAS PROJECT | $5,000 |
| FOUNDATION FOR THE CAROLINAS | |||||||
| 217 SOUTH TRYON STREET | CHARLOTTE | NC | 28202 | NONE | 509(A)(1) | SUPPORT OF INOVATIVE COMMUNITY INITIATIVES | $80,000 |
| BROOKSTONE SCHOOLS OF MECKLENBURG COUNTY | |||||||
| PO BOX 667890 | CHARLOTTE | NC | 28266 | NONE | SCHOOL | EARLY INTERVENTION FOR LOW-INCOME, MINORITY STUDENTS PROGRAM | $5,000 |
| CABARRUS COOPERATIVE CHRISTIAN MINISTRY INC | |||||||
| PO BOX 1717 | CONCORD | NC | 280261717 | NONE | 509(A)(3), TYPE II | MOTHERS & CHILDREN HOUSING MINISTRY PROGRAM | $5,000 |
| IMPACT OF HOPE INTERNATIONAL | |||||||
| 7000 AERIAL CENTER PARKWAY | MORRISVILLE | NC | 27560 | NONE | 509(A)(1) | EBEN EZER BIBLE COLLEGE PROGRAM | $5,000 |
| LIFEBUILDER MINISTRIES | |||||||
| 1421 MCBETH DRIVE | KANNAPOLIS | NC | 28083 | NONE | 509(A)(1) | STUDENT TRAINING AND RECYCLING SERVICES (STAR) PROGRAM | $5,000 |
| MT PLEASANT UNITED METHODIST CHURCH | |||||||
| PO BOX 134 | MT PLEASANT | NC | 28124 | NONE | CHURCH | ASSISTANCE FOR NEEDY FAMILIES PROGRAM | $7,500 |
| CENTER FOR COMMUNITY TRANSITIONS | |||||||
| PO BOX 33533 | CHARLOTTE | NC | 28233 | NONE | 509(A)(2) | FAMILIES DOING TIME PROGRAM | $5,000 |
| HEALING PLACE OF WAKE COUNTY | |||||||
| 1251 GOODE STREET | RALEIGH | NC | 27603 | NONE | 509(A)(1) | VETERANS RECOVERY AND REHABILITATION PROGRAM | $7,500 |
| WORKFORCE INITIATIVE FOR SUPPORTIVE HOUSING | |||||||
| 500-A SPRATT STREET | CHARLOTTE | NC | 28206 | NONE | 509(A)(1) | THE WISH PROGRAM | $7,500 |
| WHEATON COLLEGE | |||||||
| 501 COLLEGE AVENUE | WHEATON | IL | 601879937 | NONE | 509(A)(1) | THE HAYES LECTURE SERIES AT THE J. DENNIS HASTERT CENTER | $20,000 |
| CHRISTIAN MEDICAL & DENTAL SOCIETY | |||||||
| PO BOX 9906 | FAYETTEVILLE | NC | 283119906 | NONE | 509(A)(2) | PAACS RESIDENT TRAINING PROGRAM | $20,000 |
| DOUBLE HARVEST INC | |||||||
| 55 SOUTH MAIN STREET | OBERLIN | OH | 44074 | NONE | 509(A)(1) | IN MEMORY OF TOM VANWINGERDEN | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 190000 | 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 | $167,479 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $240,200 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $407,679 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 407679 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIAM CANNON HAYES LIVING TRUST | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 S TRYON ST | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 300000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCKS | 4515325 | 4515325 |
| CORPORATE FIXED INCOME SECURITIES | 559013 | 559013 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 1382198 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1382198 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FRANKLIN GROVE, LLC - RE LOTS | AT COST | 471060 | 471060 |
| OTHER | AT COST | 341136 | 341136 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 30 | 0 | 30 |
| OFFICE SUPPLIES | 15 | 0 | 15 |
| TELEPHONE | 19 | 0 | 19 |
| POSTAGE | 58 | 0 | 58 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAINS ON INVESTMENTS | $305,189 |
| NON-DIVIDENDS DISTRIBUTIONS RECIEVED | $1,266 |
| TAX-EXEMPT INTEREST INCOME | $61 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | Category |
| Amount | $52,571 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 52571 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PROPERTY TAXES | $2,874 | 2874 | 0 |
| FOREIGN TAXES ON DIVIDENDS | $1,122 | 1122 | 0 |
| FEDERAL EXCISE TAX | $3,736 | 0 | 0 |