| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 3,935 | 0 | 3,935 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
JOEY LOGANO FOUNDATION |
9911 ROSE COMMONS DR STE E-15 HUNTERSVILLE,NC28078 |
2018-08-20 | 5,000 | GRANT TO BENEFIT FOUNDATION'S DRIVING HOME HOPE 2018 DINNER FUNDRAISING EVENT. | 5,000 | NO | 06/19/19 | 2019-06-19 | GRANT USED FOR INTENDED PURPOSE OF GRANT. |
| Identifier | Return Reference | Explanation |
|---|---|---|
| EXPENDITURE RESPONSIBILITY | PART XV - PAGE 11 | THE FOUNDATION HAS EXERTED ALL REASONABLE EFFORTS AND ESTABLISHED ADEQUATE PROCEDURES TO:- SEE THAT THE GRANT IS SPENT ONLY FOR THE PURPOSE FOR WHICH IT IS MADE.- OBTAIN FULL AND COMPLETE REPORTS FROM THE GRANTEE ORGANIZATION ON HOW THE FUNDS AND SPENT.- MAKE FULL AND DETAILD REPORTS ON THE EXPENDITURES TO THE IRS. |
| Name of Bond | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| BONDS | 934,362 | 923,814 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| EQUITIES | 1,511,576 | 1,348,200 |
| Category/ Item | Listed at Cost or FMV | Book Value | End of Year Fair Market Value |
|---|---|---|---|
| SHORT TERM INVESTMENTS | AT COST | 48,406 | 48,406 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| LEGAL FEES | 849 | 0 | 849 |
| Description | Amount |
|---|---|
| BOOK/TAX ADJUSTMENT | 1,103 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| BANK CHARGES | 151 | 151 | 0 | |
| AMERICARNA LIVE CAR SHOW | 41,414 | 0 | 41,414 | |
| INVESTMENT EXPENSES | 244 | 244 | 0 |
| Description | Revenue And Expenses Per Books | Net Investment Income | Adjusted Net Income |
|---|---|---|---|
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | 14,733 | 14,733 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 10,574 | 10,574 | 0 |
| Name | Address |
|---|---|
|
MILLER FAMILY AUTOMOBILE FOUNDATION |
9350 S 150 E STE 900 SANDY,UT84070 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| TAXES & LICENSES | 200 | 0 | 0 | |
| FOREIGN TAXES | 1,107 | 1,107 | 0 |