KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-08
- IRS object ID
- 202430689349100508
- Schema version
- 2023v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-08T09:27:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURL CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 FRONT ST STE 910 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562003192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOT | BusinessNameControlTxt |
| Phone | 9197247878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 CROASDAILE FARM PKWY C216 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W KNOTT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9197247878 | PhoneNum |
| Signature | 2024-02-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | KNOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IRA W CURL CPA | PreparerPersonNm |
| PTIN | P01378453 | PTIN |
| Phone | 9193837462 | PhoneNum |
| Preparation | 2024-03-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,111,480 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $98,837 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $686 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $686 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $139,959 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,804 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,048 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $943 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $105 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,539 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,539 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,117 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,487 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,296 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,296 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,487 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,401 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $129,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,317 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $72,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,701 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $896,187 | CorporateStockBOYAmt |
| Corporate Stock EOY | $958,524 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,050,779 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $968,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,019,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,111,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $968,230 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,019,225 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $968,230 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,019,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $968,230 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,019,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $968,230 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $129,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $188 | OtherIncreasesAmt |
| Subtotal | $1,097,964 | SubtotalAmt |
| Other Decreases | $78,739 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,019,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $352 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $352 | SubtotalAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $352 | TaxDueAmt |
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 | false | 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 | Yes (true) | 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 | BRUCE W KNOTT | IndividualWithBooksNm |
| Phone | 9197247878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 CROASDAILE FARM PKY C216 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE W KNOTT | ||||||||
| 2600 CROASDAILE FARM PKY C216 | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JANET C KNOTT | ||||||||
| 2600 CROASDAILE FARM PKWY C216 | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,791,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,857,630 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,857,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,829,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $352 | TotalTaxAmt |
| Distributable Before Adj | $91,136 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,136 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,136 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,401 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $5,401 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,136 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $171,625 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,329 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $243,954 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,401 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,401 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $85,735 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $85,735 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $158,219 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $158,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $85,890 | ExcessFromYear3Amt |
| Excess From Year2 | $72,329 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE W KNOTT DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 CROASDAILE FARM PKWY | AddressLine1Txt |
| Address Line2 | C216 | AddressLine2Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9193839308 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTER REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGHANY PARTNERSHIP FOR CHILDREN | |||||||
| 61 WEE CARE AVE | SPARTA | NC | 28675 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| AMERICAN RED CROSS | |||||||
| 4737 UNIVERSITY DR | DURHAM | NC | 27707 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| BETH SHALOM | |||||||
| 5713 YATES MILL POND RD | RALEIGH | NC | 27606 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| CHAPEL HILL BREAST CANCER FOUNDATIO | |||||||
| 1506 E FRANKLIN ST STE100 | CHAPEL HILL | NC | 27514 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHATHAM ARTS COUNCIL | |||||||
| PO BOX 418 | PITTSBORO | NC | 27312 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,000 |
| CLVFD | |||||||
| PO BOX 162 | ROARING GAP | NC | 28668 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| CWS CROPWALK | |||||||
| 2121 UMSTEAD RD | DURHAM | NC | 27712 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DURHAM RESCUE MISSION | |||||||
| 1201 E MAIN ST | DURHAM | NC | 27701 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| HIGH MEADOWS CHAPEL | |||||||
| PO BOX 440 | ROARING GAP | NC | 28668 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,050 |
| HUB FARM FRIENDS OF DPS | |||||||
| 2107 HILLANDALE RD | DURHAM | NC | 27705 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| HUNTERS HELPING KIDS | |||||||
| 209 LITTLE RIVER DR | SPARTA | NC | 28675 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MOUNTAIN PARK RURITAN | |||||||
| 1223 ZEPHYR MTN PARK RD | STATE ROAD | NC | 28676 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| OUTER BANKS RELIEF FUND | |||||||
| 103 E 8TH ST | NAGS HEAD | NC | 27959 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 1737 HILLANDALE RD | DURHAM | NC | 27705 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| TEMPLE BAPTIST CHURCH | |||||||
| 2121 UMSTEAD ROAD | DURHAM | NC | 27712 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,546 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,296 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $686 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,109 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,318 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,804 | ExclusionAmt |
| Related Or Exempt Function Incm | $11,318 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,122 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | PROCEEDS TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITIES | RelationshipStatementTxt |
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 |
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 Person | BRUCE W JANET C KNOTT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 CROASDAILE FARM PKWY C216 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $98,837 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 445 SHRS AMAZON | $64,805 | 2023-11-30 |
| 1 | 72 SHRS NIVIDIA | $34,032 | 2023-11-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $1,048 | Amt |
| Net Investment Income | $943 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $105 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ALBEMARLE CORP | 2022-11 | PURCHASE | 2023-04 | $23,997 | $37,545 | -$13,548 |
| WASTE MGMT INC | 2022-11 | PURCHASE | 2023-08 | $23,509 | $23,893 | -$384 |
| WELLS FARGO - 9723 | PURCHASE | $60,274 | $62,614 | -$2,340 | ||
| WELLS FARGO - 9723 | PURCHASE | $102,606 | $75,016 | $27,590 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $958,524 | EOYBookValueAmt |
| EOYFMV | $2,050,779 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $78,739 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $188 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVEST ADVISORY FEES | CategoryTxt |
| Amt | $3,539 | Amt |
| Net Investment Income | $3,539 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W JANET C KNOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 CROASDAILE FARM PKWY | AddressLine1Txt |
| Address Line2 | C216 | AddressLine2Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $525 | |
| SECRETARY OF STATE FILING | $5 | $5 |