SAMUEL ERNEST DOUGLASS JR FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL ERNEST DOUGLASS JR FOUNDATION (EIN 56-2059723)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202631319349103608
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:26:22-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461110812 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jon T Vincent CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 Ashes Drive Suite 202 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28405 | 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 | 562059723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Samuel Ernest Douglass Jr Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 9106863316 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 10480 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28411 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katharine D Hesmer | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 9106863316 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J Will Whitley | PreparerPersonNm |
| PTIN | P01780357 | PTIN |
| Phone | 9102560101 | 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 | $956,959 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $15,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,674 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $15,674 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,977 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,680 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $76,363 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $76,363 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,683 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $15,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,500 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $15,500 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,991 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,991 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,500 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $15,500 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,863 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $183 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,010 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $298,574 | CorporateStockBOYAmt |
| Corporate Stock EOY | $272,277 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $921,949 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $328,652 | TotalAssetsBOYAmt |
| Total Assets EOY | $307,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $956,959 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $328,652 | CapitalStockBOYAmt |
| Capital Stock EOY | $307,287 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $328,652 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $307,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $328,652 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $307,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $328,652 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,128 | ExcessRevenueOverExpensesAmt |
| Subtotal | $325,524 | SubtotalAmt |
| Other Decreases | $18,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $307,287 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo Clearing (1099-DIV) LT Cap Gain Distributions | P | 2000-01-01 | 2025-12-31 | $36,825 | $0 | $0 | $36,825 | $0 | $0 | $0 | $36,825 |
| Wells Fargo Clearing (1099-B)- 746.707shs WASH MUTL INVS FD INC CL A | P | 1998-07-01 | 2025-11-24 | $50,000 | $0 | $26,284 | $23,716 | $0 | $0 | $0 | $23,716 |
| Wells Fargo Clearing (1099-B)- 8.00shs ZIMVIE INC | P | 1994-01-21 | 2025-10-21 | $152 | $0 | $13 | $139 | $0 | $0 | $0 | $139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $846 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $846 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $846 | TaxBasedOnInvestmentIncomeAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $40 | EsPenaltyAmt |
| Tax Due | $886 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Katharine D Hesmer | IndividualWithBooksNm |
| Phone | 9106863316 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8004 Bald Eagle Lane | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28411 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Katharine D Hesmer | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8004 Bald Eagle Lane | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28411 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $15,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation disbursed monies to twenty-seven different charitable/non-profit organizations in 2025 for general support. See Part XIV, Line 3a for details and amounts. | Description1Txt |
| Expenses1 | $63,991 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $902,035 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $921,223 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $921,223 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,818 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $907,405 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $846 | TotalTaxAmt |
| Distributable Before Adj | $44,524 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $44,524 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $44,524 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,991 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,991 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,524 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,027 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,215 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,687 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,991 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $63,991 | RemainingDistriFromCorpusAmt |
| Total Corpus | $83,920 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $44,524 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,920 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $2,027 | ExcessFromYear3Amt |
| Excess From Year2 | $7,215 | ExcessFromYear2Amt |
| Excess From Year1 | $10,687 | ExcessFromYear1Amt |
| Excess From Current Year | $63,991 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Legal Aid of North Carolina | ||||||
| PO Box 28741 | Raleigh | NC | 27611 | NC | General Support | $2,725 |
| Protect Democracy United | ||||||
| 2020 Pennsylvania Ave NW 163 | Washington | DC | 20006 | NC | General Support | $500 |
| WhyHunger | ||||||
| 505 Eighth Avenue Ste 1212 | New York | NY | 10018 | NC | General Support | $2,500 |
| Campaign for Southern Equality | ||||||
| PO Box 364 | Asheville | NC | 28802 | NC | General Support | $2,583 |
| Skeleton Crew Adventures | ||||||
| 9525 Katy FRWY 306 | Houston | TX | 77024 | NC | General Support | $500 |
| Chasing Bubbles Foundation | ||||||
| 8256 North Base Road | Seymour | IN | 47274 | NC | General Support | $500 |
| Meals on Wheels America | ||||||
| PO Box 791568 | Baltimore | MD | 212791568 | NC | General Support | $2,588 |
| Lower Cape Fear Hospice | ||||||
| 1414 Physicians Drive | Wilmington | NC | 28401 | NC | General Support | $2,591 |
| Eden Village of Wilmington | ||||||
| 1302 Kornegay Ave | Wilmington | NC | 28405 | NC | General Support | $2,575 |
| Nourish NC | ||||||
| 3606 Market St | Wilmington | NC | 28403 | NC | General Support | $2,500 |
| Good Shepherd Center | ||||||
| 811 Martin Street | Wilmington | NC | 28401 | NC | General Support | $2,551 |
| The Food Bank of Central & Eastern NC | ||||||
| 1924 Capital Blvd | Raleigh | NC | 27604 | NC | General Support | $2,582 |
| Weekend Meals on Wheels | ||||||
| PO Box 3593 | Wilmington | NC | 28406 | NC | General Support | $2,500 |
| FoodFinder | ||||||
| 1204 Greenbush Street | Lafayette | IN | 47904 | NC | General Support | $2,700 |
| WARM NC | ||||||
| 909 Market Street | Wilmington | NC | 28401 | NC | General Support | $2,588 |
| Penland School of Craft | ||||||
| 2687 Conley Ridge Road | Bakersville | NC | 28705 | NC | General Support | $3,627 |
| Carousel Center Child Advocacy | ||||||
| 1501 Dock Street | Wilmington | NC | 28401 | NC | General Support | $2,575 |
| Democracy Forward Foundation | ||||||
| PO Box 34553 | Washington | DC | 20043 | NC | General Support | $2,587 |
| The Barnabas Network | ||||||
| 838 Winston Street | Greensboro | NC | 27405 | NC | General Support | $2,577 |
| Domestic Violence Shelter & Service | ||||||
| 2901 Market St | Wilmington | NC | 28411 | NC | General Support | $2,551 |
| New Hanover County Humane Society | ||||||
| 2504 N 3rd Street | Wilmington | NC | 28401 | NC | General Support | $2,500 |
| Feeding America | ||||||
| 161 North Clark Street Suite 700 | Chicago | IL | 60601 | NC | General Support | $2,500 |
| Carolina Migrant Network | ||||||
| PO Box 5321 | Charlotte | NC | 28299 | NC | General Support | $2,500 |
| Somos Siembra | ||||||
| 801 New Garden Rd | Greensboro | NC | 27410 | NC | General Support | $2,500 |
| Habitat for Humanity | ||||||
| 322 West Lamar Street | Americus | GA | 31709 | NC | General Support | $2,591 |
| Bahamas National Trust Fund Inc | ||||||
| PO Box 5910 | Princeton | NJ | 08543 | NC | General Support | $2,500 |
| WHQR | ||||||
| 254 North Front Street Suite 300 | Wilmington | NC | 28401 | NC | General Support | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,991 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,674 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,680 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $76,363 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $76,363 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 800 SHS BRISTOL-MYERS SQUIBB | $11,160 | $43,152 |
| 100 SHS DUKE ENERGY CORP | $4,776 | $11,721 |
| 300 SHS ELI LILLY AND CO. | $4,509 | $322,404 |
| 300 SHS GENUINE PARTS CO. | $9,976 | $36,888 |
| 500 SHS PAYCHEX INC | $17,334 | $56,090 |
| 600 SHS PFIZER INC | $2,998 | $14,940 |
| 500 SHS TRUIST FINL CORP | $17,170 | $24,605 |
| 74 SHS VIATRIS INC | $163 | $921 |
| 42 SHS WELLS FARGO | $3,250 | $3,914 |
| 80 SHS ZIMMER BIOMET HOLDINGS | $552 | $7,194 |
| 6119.587 SHS WASH MUTL INVS FD INC CLASS A | $200,273 | $399,058 |
| 40 SHS KYNDRYL HLDGS INC | $116 | $1,062 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjustments to Cost Basis | Desc |
| Amt | $18,237 | Amt |