CHILDTRUST FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CHILDTRUST FOUNDATION (EIN 20-0477249)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349101506
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T08:33:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561750124 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATCHELOR TILLERY & ROBERTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3605 GLENWOOD AVENUE SUITE 350 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27612 | 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 | 200477249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILDTRUST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 9197819310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N WEST STREET | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EASTER A MAYNARD | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9197819310 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES S CARSLAW | PreparerPersonNm |
| PTIN | P01903683 | PTIN |
| Phone | 9197878212 | PhoneNum |
| 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 | $30,934,998 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $682 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $682 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $355,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $355,826 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,016,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,670,270 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,016,367 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,372,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,372,875 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,329 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,083 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $206,839 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $273,681 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,161,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,264,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,435,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,264,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,506 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,372,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,627,949 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,744,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,744,635 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $18,287,885 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,497,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,159,928 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $38,619 | OtherAssetsBOYAmt |
| Other Assets EOY | $30,437 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $30,437 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $20,954,453 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,272,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,934,998 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $50,127 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $55,226 | AccountsPayableEOYAmt |
| Grants Payable BOY | $531,125 | GrantsPayableBOYAmt |
| Grants Payable EOY | $897,050 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $581,252 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $952,276 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,373,201 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,320,648 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,373,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,320,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,954,453 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,272,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,373,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,506 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,953 | OtherIncreasesAmt |
| Subtotal | $20,320,648 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,320,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BTIG, LLC-PUBLICLY TRADED SECURITIES | P | 2025-01-01 | 2025-12-31 | $7,046,074 | $6,120,042 | $926,032 | $926,032 |
| BTIG, LLC-PUBLICLY TRADED SECURITIES | P | 2024-01-01 | 2025-12-31 | $6,624,196 | $6,538,102 | $86,094 | $86,094 |
| BTIG, LLC-PUBLICLY TRADED SECURITIES-WASH SALES | P | 2025-01-01 | 2025-12-31 | $4,241 | $4,241 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,016,367 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,083 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,083 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,083 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,321 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,321 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,238 | OverpaymentAmt |
| Applied To ES Tax | $5,238 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | INVESTORS MANAGEMENT CORP | IndividualWithBooksNm |
| Phone | 9196537499 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N WEST STREET | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES H MAYNARD | ||||||||
| 801 N WEST STREET | RALEIGH | NC | 27603 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| EASTER A MAYNARD | ||||||||
| 801 N WEST STREET | RALEIGH | NC | 27603 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| RICHARD A URQUHART III | ||||||||
| 801 N WEST STREET | RALEIGH | NC | 27603 | TREASURER | 1.00 | $0 | $0 | $0 |
| RONALD M BARBEE | ||||||||
| 801 N WEST STREET | RALEIGH | NC | 27603 | SECRETARY | 3.00 | $0 | $0 | $0 |
| THEODORE M FOWLER | ||||||||
| 801 N WEST STREET | RALEIGH | NC | 27603 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $28,083,436 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,708 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,372,030 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,372,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $425,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,946,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,397,323 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,397,323 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,083 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,083 | TotalTaxAmt |
| Distributable Before Adj | $1,378,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,378,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,378,240 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,264,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,264,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,378,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $397,594 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $1,300,724 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,698,318 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,264,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,264,650 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $113,590 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $113,590 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,584,728 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $284,004 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,300,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,300,724 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMIR INSTITUTE | ||||||
| 106 LORD ANSON DRIVE | RALEIGH | NC | 27610 | PC | TO PROVIDE FAMILIES WITH THE TOOLS TO BE SUCCESSFUL | $61,000 |
| BERTIE COUNTY YMCA | ||||||
| 1102 N KING STREET | WINDSOR | NC | 27983 | PC | PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD SPIRIT, MIND, AND BODY. | $12,000 |
| BOOK HARVEST | ||||||
| 2501 UNIVERSITY DR | DURHAM | NC | 27707 | PC | TO HELP REALIZE A WORLD OF LITERACY AND JUSTICE FOR ALLA WORLD IN WHICH EVERY CHILD GROWS UP WITH AN ABUNDANT HOME LIBRARY AND TO FOSTER A LOVE OF BOOKS AND READING. | $20,000 |
| BOY SCOUTS OF AMERICA - OCCONEECHEE COUNCIL | ||||||
| 3231 ATLANTIC AVENUE | RALEIGH | NC | 27604 | PC | TO PREPARE YOUNG PEOPLE TO MAKE ETHICAL CHOICES BY TEACHING THEM THE VALUES OF THE SCOUT OATH AND LAW. | $10,000 |
| BOYS AND GIRLS CLUB OF WAKE COUNTY INC | ||||||
| 721 NORTH RALEIGH BOULEVARD | RALEIGH | NC | 27610 | PC | DESIGNED SOLELY FOR YOUTH DEVELOPMENT PURPOSES. | $40,000 |
| BREASTFEEDING FAMILY FRIENDLY COMMUNITIES | ||||||
| 6319 CORONADO LANE | DURHAM | NC | 27713 | PC | HEALTHCARE | $25,000 |
| CAMP CORRAL | ||||||
| 801 N WEST ST | RALEIGH | NC | 27603 | PC | HELP PROVIDE FUN FOR THE CHILDREN OF WOUNDED, ILL, INJURED OR FALLEN MILITARY FAMILIES. | $250,000 |
| DOWN EAST PARTNERSHIP FOR CHILDREN | ||||||
| 215 LEXINGTON STREET | ROCKY MOUNT | NC | 27802 | PC | TO LAUNCH EVERY CHILD AS A HEALTHY, LIFELONG LEARNER BY THE END OF THIRD GRADE.3 | $20,000 |
| EAST WAKE EDUCATION FOUNDATION | ||||||
| 16 EAST FOURTH STREET PO BOX 1404 | WENDELL | NC | 27591 | PC | ADVOCATE FOR AREA SCHOOLS IN EASTERN WAKE COUNTY. | $15,000 |
| EDUCATION JUSTICE ALLIANCE | ||||||
| 202 N TARBORO ST | RALEIGH | NC | 27610 | PC | PROVIDE SUPPORT TO HELP DISMANTLE THE SCHOOL-TO-PRISON AND SCHOOL-TO-DEPORTATION PIPELINES. | $40,000 |
| EDUCATION NC | ||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | PC | PROVIDE SUPPORT TO EXPAND EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS IN NORTH CAROLINA, | $125,000 |
| EL CENTRO HISPANO | ||||||
| 421 CHAPANOKE RD SUITE 156 | RALEIGH | NC | 27603 | PC | HELP STRENGTHEN THE COMMUNITY, BUILD BRIDGES, AND PROMOTE OPPORTUNITIES FOR ALL. | $30,000 |
| LEARNING TOGETHER | ||||||
| 228 W EDENTON ST | RALEIGH | NC | 27603 | PC | HELP CHILDREN THRIVE IN AN EDUCATIONAL SYSTEM THAT IS SYSTEMICALLY BIASED AGAINST DISABILITY, RACE, ETHNICITY, AND SOCIO-ECONOMIC STATUS. | $35,000 |
| NC BUSINESS LEADERS FOR EDUCATION | ||||||
| 501 SAS CAMPUS DR BLDG V | CARY | NC | 27513 | PC | TO IMPROVE NORTH CAROLINA'S EDUCATION SYSTEM THROUGH POLICY AND ADVOCACY. | $20,000 |
| NC CHILD | ||||||
| 3109 POPLARWOOD COURT SUITE 300 | RALEIGH | NC | 27604 | PC | ENSURE CHILDREN HAVE ACCESS TO HEALTH CARE AND EDUCATION. | $10,000 |
| NC COMMUNITY FOUNDATION | ||||||
| 3737 GLENWOOD AVENUE 460 | RALEIGH | NC | 27612 | PC | TO BRING TOGETHER GENEROUS PEOPLE AND CONNECT THEM TO CAUSES AND ORGANIZATIONS THEY CARE ABOUT. WE SERVE THE ENTIRE STATE, WITH A FOCUS ON RURAL NORTH CAROLINA. | $100,000 |
| NC EARLY CHILDHOOD FOUNDATION | ||||||
| 907 GLENWOOD AVENUE | RALEIGH | NC | 27604 | PC | TO MARSHAL NORTH CAROLINA'S GREAT PEOPLE, IDEAS AND ACHIEVEMENTS TO BUILD A FOUNDATION OF OPPORTUNITY AND SUCCESS FOR EVERY CHILD BY THE END OF THIRD GRADE. | $100,000 |
| NC RURAL CENTER | ||||||
| 4021 CARYA DR 160 | RALEIGH | NC | 27610 | PC | TO HELP IMPROVE THE QUALITY OF LIFE FOR THE STATES RUAL PEOPLE AND PLACES. | $50,000 |
| POSITIVE CHILDHOOD ALLIANCE NC | ||||||
| PO BOX 191 10520 CHAPEL HILL RD | MORRISVILLE | NC | 27560 | PC | TO HELP PROVIDE SUPPORT TO STOP CHILD ABUSE AND NEGLECT. | $71,050 |
| PUBLIC SCHOOL FORUM OF NC INC | ||||||
| 3739 NATIONAL DRIVE SUITE 100 | RALEIGH | NC | 27612 | PC | SHAPE A WORLD-CLASS PUBLIC EDUCATION. | $2,150 |
| REACH OUT AND READ INC | ||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | PC | INCORPORATES BOOKS INTO PEDIATRIC CARE & ENCOURAGES FAMILIES TO READ ALOUD TOGETHER. | $100,000 |
| SIMPLY GIRLS INC | ||||||
| 406 WEST BROAD STREET | DUNN | NC | 28334 | PC | INSPIRING GIRLS TO BE SMART, HEALTHY, STRONG, BOLD, AND PROUD! | $5,450 |
| STANLY COMMUNITY COLLEGE | ||||||
| 141 COLLEGE DR | ALBEMARLE | NC | 28001 | PC | EDUCATION | $11,000 |
| STEP UP MINISTRY | ||||||
| 1701 OBERLIN RD | RALEIGH | NC | 27608 | PC | TO HELP PROVIDE PATHWAYS FOR PEOPLE TO OVERCOME BARRIERS AND TRANSFORM THEIR LIVES. | $50,000 |
| THE DANIEL CENTER FOR MATH & SCIENCE | ||||||
| 735 ROCK QUARRY ROAD | RALEIGH | NC | 27610 | PC | MAKING AN ACADEMIC DIFFERENCE IN THE LIVES OF AT-RISK YOUTH. | $12,000 |
| WAKE EDUCATION PARTNERSHIP | ||||||
| 706 HILLSBOROUGH STREET SUITE A | RALEIGH | NC | 27603 | PC | COLLABORATE THE COMMUNITY WITH THE WAKE COUNTY PUBLIC SCHOOL FORUM. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,264,650 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOOK HARVEST | ||||||
| 2501 UNIVERSITY DR | DURHAM | NC | 27707 | PC | TO HELP REALIZE A WORLD OF LITERACY AND JUSTICE FOR ALLA WORLD IN WHICH EVERY CHILD GROWS UP WITH AN ABUNDANT HOME LIBRARY AND TO FOSTER A LOVE OF BOOKS AND READING. | $40,000 |
| CAMP CORRAL | ||||||
| 801 N WEST ST | RALEIGH | NC | 27603 | PC | HELP PROVIDE FUN FOR THE CHILDREN OF WOUNDED, ILL, INJURED OR FALLEN MILITARY FAMILIES. | $250,000 |
| EDUCATION NC | ||||||
| PO BOX 1636 | RALEIGH | NC | 27602 | PC | PROVIDE SUPPORT TO EXPAND EDUCATIONAL OPPORTUNITIES FOR ALL STUDENTS IN NORTH CAROLINA, | $125,000 |
| NC EARLY CHILDHOOD FOUNDATION | ||||||
| 907 GLENWOOD AVENUE | RALEIGH | NC | 27604 | PC | TO MARSHAL NORTH CAROLINA'S GREAT PEOPLE, IDEAS AND ACHIEVEMENTS TO BUILD A FOUNDATION OF OPPORTUNITY AND SUCCESS FOR EVERY CHILD BY THE END OF THIRD GRADE. | $100,000 |
| NC PARTNERSHIP FOR CHILDREN | ||||||
| 1100 WAKE FOREST RD | RALEIGH | NC | 27604 | PC | EDUCATION | $50,000 |
| POSITIVE CHILDHOOD ALLIANCE NC | ||||||
| PO BOX 191 10520 CHAPEL HILL RD | MORRISVILLE | NC | 27560 | PC | TO HELP PROVIDE SUPPORT TO STOP CHILD ABUSE AND NEGLECT. | $71,050 |
| REACH OUT AND READ INC | ||||||
| 89 SOUTH STREET SUITE 201 | BOSTON | MA | 02111 | PC | INCORPORATES BOOKS INTO PEDIATRIC CARE & ENCOURAGES FAMILIES TO READ ALOUD TOGETHER. | $200,000 |
| STANLY COMMUNITY COLLEGE | ||||||
| 141 COLLEGE DR | ALBEMARLE | NC | 28001 | PC | EDUCATION | $11,000 |
| STEP UP MINISTRY | ||||||
| 1701 OBERLIN RD | RALEIGH | NC | 27608 | PC | TO HELP PROVIDE PATHWAYS FOR PEOPLE TO OVERCOME BARRIERS AND TRANSFORM THEIR LIVES. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $897,050 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $682 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $355,826 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,016,367 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,372,875 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,372,875 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVESTORS MANAGEMENT CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 N WEST STREET | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Amt | $10,329 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,330 SHS NORTHROP GRUMMAN CORP | $889,758 | $1,328,589 |
| 2,523 SHS MASTERCARD INCORPORATED CLASS A | $774,347 | $1,440,330 |
| 2,290 SHS MICROSOFT CORPORATION | $327,179 | $1,107,490 |
| 14,821 SHS CHARLES SCHWAB CORPORATION | $984,740 | $1,480,766 |
| 13,424 SHS US FOODS HOLDING CORP | $606,733 | $1,011,096 |
| 3,930 SHS VISA INC. | $606,056 | $1,378,290 |
| 4,073 SHS AMAZON.COM INC. | $454,429 | $940,130 |
| 4,067 SHS ALPHABET INC. | $209,490 | $1,276,225 |
| 4,496 SHS JPMORGAN CHASE & CO | $501,477 | $1,448,701 |
| 4,326 SHS APPLIED MATERIALS INC. | $275,235 | $1,111,739 |
| 2,000 SHS ALPHABET INC. | $51,806 | $627,600 |
| 500 SHS ADOBE INC. | $35,857 | $174,995 |
| 3,941 SHS AIR PRODUCT & CHEMICALS | $840,852 | $973,506 |
| 4,721 SHS AMETEK INC | $807,648 | $969,269 |
| 9,124 SHS CARDINAL HEALTH, INC. | $925,183 | $1,874,982 |
| 6,804 SHS EOG RESOURCES INC | $825,925 | $714,488 |
| 4,535 SHS NVIDIA | $553,883 | $845,778 |
| 5,867 SHS BJ'S WHOLESALE CLUB HOLDINGS | $541,634 | $528,206 |
| 2,617 SHS DANAHER CORPORATION | $501,347 | $599,084 |
| 454 FAIR ISAAC INC | $737,579 | $767,541 |
| 871 SHS ELI LILLY & CO. | $653,204 | $936,046 |
| 14,757 LONZA GROUP AG | $1,021,150 | $1,001,749 |
| 5,798 SHS MERCK & CO. , INC. | $524,608 | $610,297 |
| 1,605 PALO ALTO NETWORKS INC. | $249,124 | $295,641 |
| 1,174 STRYKER CORPORATION | $394,446 | $412,626 |
| 1,704 SYNOPSYS, INC. | $783,707 | $800,403 |
| 3,601 SHS TARGET CORPORATION | $383,029 | $351,997 |
| 1,234 THERMO FISHER SCIENTIFIC INC | $501,535 | $715,041 |
| 699 TYLER TECHNOLOGIES , INC. | $415,893 | $317,311 |
| 119,952 SHS FEDERATED HERMES INSTITUTIONAL PRIME OBLIGATIONS FUND | $120,000 | $120,012 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TAX RECEIVABLE | $11,604 | $11,604 | $11,604 |
| PREPAID TAXES | $18,321 | $5,238 | $5,238 |
| DIVIDEND RECEIVABLE | $8,694 | $13,595 | $13,595 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS FEES | Desc |
| Revenue And Expenses Per Books | $206,839 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $9,953 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT ASSISTANCE ORG DUES | CategoryTxt |
| Amt | $37,430 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $19,083 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |