Scores are not available for this record yet.
Assets
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No earlier filing loaded for comparison.
Net Assets
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Liabilities
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Revenue
-
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Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
- Filing Period
- Jul 1, 2020 to Jun 30, 2021
- Signed
- Aug 26, 2022
- Return Version
- 2020v1.0
Mission
The organization operates as a supporting organization exclusively for the benefit of Wake Forest University ("WFU"). Its objectives include: (1) serving as a holding and management company for long-term properties and endowments; (2) managing planned-giving properties and programs; (3) assisting in WFU development; (4) obtaining, acquiring, receiving, constructing, erecting or otherwise providing real and personal property; improving properties to which the organization holds title; and holding, retaining, leasing, licensing, renting, managing, investing, reinvesting, selling, or otherwise disposing of or assigning the income from and/or rights in or to real and personal property; and (5) establishing subsidiary organizations or entities.
Filer
- Filer Name
- Wake Forest University Foundation
- EIN
- 56-2038193
- Phone
- 3367585233
- Address
- PO Box 7201, WinstonSalem, NC 27109
Signing Officer
- Name
- B Hofler Milam
- Title
- VP & Treasurer
- Signed
- 2022-08-26
Raw XML Appendix83 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS4562/BusinessOrActivityTxt | 0 | Rental activity - Mini Storage Rental |
| IRS4562/MACRSDedForAstInSrvcBfrPYAmt | 0 | 16059 |
| IRS4562/TotalDepreciationAmt | 0 | 16059 |
| IRS990T/BooksInCareOfDetail/PersonNm | 0 | Marnie S Matthews |
| IRS990T/BooksInCareOfDetail/PhoneNum | 0 | 3367585233 |
| IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 7201 |
| IRS990T/BooksInCareOfDetail/USAddress/CityNm | 0 | WinstonSalem |
| IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990T/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27109 |
| IRS990T/BookValueAssetsEOYAmt | 0 | 9025553 |
| IRS990T/ChangeInMethodOfAccountingInd | 0 | false |
| IRS990T/ForeignAccountsQuestionInd | 0 | false |
| IRS990T/ForeignTrustQuestionInd | 0 | false |
| IRS990T/Form990TScheduleAAttachedCnt | 0 | 1 |
| IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt | 0 | Wake Forest University Foundation received Letter Number: LTR2696C dated June 16, 2022 for the tax period 202106. Our software was unable to e-file the return on May 16, 2022. Therefore, we mailed the return certified receipt to make sure it was timely filed on the extended due date. The paper filed Form 990-T was returned to us with the IRS Notice. The notice indicated that the 990-T needed to be filed electronically. We had to obtain software that could perform this function. We sincerely apologize for the inconvenience and respectfully request abatement of any associated penalties and interest. |
| IRS990T/ItmzdSupplementalInfoGrp/LineNum | 0 | Explanation |
| IRS990T/ItmzdSupplementalInfoGrp/PartNum | 0 | E-Filing |
| IRS990T/NetOperatingLossDeductionAmt | 0 | 4609 |
| IRS990T/Organization501cCorporationInd | 0 | X |
| IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt | 0 | c3 |
| IRS990T/Organization501IndicatorGrp/Organization501Ind | 0 | X |
| IRS990T/OverpaymentSection/AppliedToESTaxAmt | 0 | 1524 |
| IRS990T/OverpaymentSection/OverpaymentAmt | 0 | 1524 |
| IRS990T/ParentCorporationEIN | 0 | 560532138 |
| IRS990T/ParentCorporationName/BusinessNameLine1Txt | 0 | WAKE FOREST UNIVERSITY |
| IRS990T/PriorYearOverpaymentCreditAmt | 0 | 1760 |
| IRS990T/PrntCorporationNameControlTxt | 0 | WAKE |
| IRS990TScheduleA/NetOperatingLossDeductionAmt | 0 | 19050 |
| IRS990TScheduleA/NetRentIncomeAmt | 0 | 25782 |
| IRS990TScheduleA/PrincipalBusinessActivityCd | 0 | 493000 |
| IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt | 0 | 134113 |
| IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt | 0 | 159895 |
| IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt | 0 | 159895 |
| IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt | 0 | Mini Self Storage 3125 University |
| IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm | 0 | WinstonSalem |
| IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd | 0 | 27105 |
| IRS990TScheduleA/SequenceReferenceNum | 0 | 1 |
| IRS990TScheduleA/SequenceTotalNum | 0 | 1 |
| IRS990TScheduleA/TotalRentDeductionsAmt | 0 | 134113 |
| IRS990TScheduleA/TotalRentIncomeAmt | 0 | 159895 |
| IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt | 0 | 25782 |
| IRS990TScheduleA/TotUnrltTrdBusIncmAmt | 0 | 159895 |
| IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt | 0 | 134113 |
| IRS990TScheduleA/TradeOrBusinessDesc | 0 | Mini Storage Garage Rental |
| IRS990TScheduleA/UBIBeforeNOLDedAmt | 0 | 25782 |
| IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt | 0 | 6732 |
| IRS990T/SpecificDeductionAmt | 0 | 1000 |
| IRS990T/SubsidiaryCorporationInd | 0 | true |
| IRS990T/TaxableCorporationAmt | 0 | 236 |
| IRS990T/TaxExemptInterestAmt | 0 | 0 |
| IRS990T/TaxLessCreditsAmt | 0 | 236 |
| IRS990T/TotalDeductionAmt | 0 | 1000 |
| IRS990T/TotalPaymentsAmt | 0 | 1760 |
| IRS990T/TotalTaxAmt | 0 | 236 |
| IRS990T/TotalTaxComputationAmt | 0 | 236 |
| IRS990T/TotalUBTIAmt | 0 | 1123 |
| IRS990T/TotalUBTIBeforeNOLSpecificAmt | 0 | 6732 |
| IRS990T/TotalUBTIBeforeSection199AAmt | 0 | 2123 |
| IRS990T/TotalUBTIComputedAmt | 0 | 6732 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | B Hofler Milam |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VP & Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-08-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Wake Forest University Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | WAKE |
| ReturnHeader/Filer/EIN | 0 | 562038193 |
| ReturnHeader/Filer/PhoneNum | 0 | 3367585233 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 7201 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WinstonSalem |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27109 |
| ReturnHeader/ReturnTs | 0 | 2022-08-26T08:48:03-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990T |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | B Hofler |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Milam |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-06-30 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.
- Assets
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- Liabilities
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- Net assets
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- Revenue
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- Expenses
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- Net income
- -