GOODNIGHT EDUCATIONAL FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GOODNIGHT EDUCATIONAL FOUNDATION (EIN 56-6533546)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202441349349102749
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T21:17:13-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561627242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROMEO WIGGINS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8210 CREEDMOOR ROAD SUITE 202 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276131388 | 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 | 566533546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODNIGHT EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 9196778000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE - BLDG A A8368 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD R PARKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9196778000 | PhoneNum |
| Signature | 2024-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | PARKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | J KELLY LANIER | PreparerPersonNm |
| PTIN | P01240701 | PTIN |
| Phone | 9198705151 | PhoneNum |
| Preparation | 2024-05-12 | PreparationDt |
| 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 | $175,289,575 | 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 | $1,311,477 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,311,477 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,026,209 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,026,209 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$511,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,121,335 | GrossSalesPriceAmt |
| Total Rev And Expnss | $5,826,421 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,337,686 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,400 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5,541 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,541 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $116,831 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116,831 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $127,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,772 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,651,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,651,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,778,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,772 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,651,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,952,551 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,209,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $57,847,109 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,881,070 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,881,070 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $14,737,600 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,200,036 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,398,210 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $74,078,226 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,737,227 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,010,295 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $146,662,935 | TotalAssetsBOYAmt |
| Total Assets EOY | $143,818,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $175,289,575 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $239,490 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $347,439 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $239,490 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $347,439 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $146,423,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $143,470,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,423,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $143,470,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,662,935 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $143,818,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,423,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,952,551 | ExcessRevenueOverExpensesAmt |
| Subtotal | $143,470,894 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $143,470,894 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 663-134385 S/T | P | $300,068 | $298,317 | $1,751 | $1,751 |
| FIDELITY 663-134385 L/T | P | $6,528,337 | $7,334,283 | -$805,946 | -$805,946 |
| FIDELITY OPTIONS TRADING | P | $257,348 | $257,348 | $257,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$511,265 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $259,099 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,318 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $86,318 | SubtotalAmt |
| Tax Based On Investment Income | $86,318 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $90,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,682 | OverpaymentAmt |
| Applied To ES Tax | $3,682 | 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 |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | DONALD PARKER | IndividualWithBooksNm |
| Phone | 9195316803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | 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 (6 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 GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANN BAGGETT GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEAH A GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN G ELLIS | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES A GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONALD R PARKER | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 1.00 | $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 | $133,434,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,716,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,151,308 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $174,151,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,612,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $171,539,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,576,952 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,576,952 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,318 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,318 | TotalTaxAmt |
| Distributable Before Adj | $8,490,634 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,490,634 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,490,634 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,651,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,651,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,490,634 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,647,908 | UndistributedIncomePYAmt |
| Qualifying Distributions | $8,651,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,647,908 | AppliedToYear1Amt |
| Applied To Current Year | $3,292 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $8,487,342 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES H GOODNIGHT | ContributingManagerNm |
| Contributing Manager | ANN B GOODNIGHT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| BOYS CLUB OF WAKE COUNTY INC | |||||||||
| BOYS CLUB OF WAKE COUNTY INC | 701 N RALEIGH BLVD | 701 NORTH RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| CARY ACADEMY | |||||||||
| CARY ACADEMY | 1500 NORTH HARRISON AVE | 1500 NORTH HARRISON AVE | CARY | NC | 27513 | NONE | 501(C)(3) | BUILDING FUND | $1,265,000 |
| DEVELOPMENT FOUNDATION FOR NCCAT | |||||||||
| DEVELOPMENT FOUNDATION FOR NCCAT | 276 NCCAT DRIVE | 276 NCCAT DRIVE | CULLOWHEE | NC | 287239062 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $35,000 |
| EDUCATION NC | |||||||||
| EDUCATION NC | P O BOX 1636 | P O BOX 1636 | RALEIGH | NC | 27602 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| FRIENDS OF NC STATE MUSEUM OF NS | |||||||||
| FRIENDS OF NC STATE MUSEUM OF NS | 11 WEST JONES ST | 11 WEST JONES ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | EDUCATORS OF EXCELLENCE FUND | $50,000 |
| FRIENDS OF NC STATE MUSEUM | |||||||||
| FRIENDS OF NC STATE MUSEUM | 11 WEST JONES ST | 11 WEST JONES ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | ROCK DISPLAY | $450,000 |
| HIGHER EDUCATION WORKS | |||||||||
| HIGHER EDUCTATION WORKS | PO BOX 10463 | PO BOX 10463 | RALEIGH | NC | 27605 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $45,000 |
| LATINX EDUCATION CENTER | |||||||||
| LATINX EDUCATION CENTER | PO BOX 891 | PO BOX 891 | SILER CITY | NC | 27344 | NONE | 501(C)(3) | SEMILLAS SUMMER CAMP AT CARY ACADEMY | $30,000 |
| LATINX EDUCATION CENTER | |||||||||
| LATINX EDUCATION CENTER | PO BOX 891 | PO BOX 891 | SILER CITY | NC | 27344 | NONE | 501(C)(3) | 2ND SOMOS CAROLINA PROGRAM COORDINAT | $20,000 |
| MEREDITH COLLEGE | |||||||||
| MEREDITH COLLEGE | 3800 HILLSBOROUGH ST | 3800 HILLSBOROUGH ST | RALEIGH | NC | 276075298 | NONE | 501(C)(3) | MINORITY TEACHING SCHOLARSHIP | $25,000 |
| MYFUTURENC | |||||||||
| MYFUTURENC | 6301 MAIL SERVICE CENTER | 6301 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $1,000,000 |
| NC BUSINESS LEADERS FOR EDUCATION | |||||||||
| NC BUSINESS LEADERS FOR EDUCATION | SAS CAMPUS DR BLDG V424 | SAS CAMPUS DR BLDG V424 | CARY | NC | 27513 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $50,000 |
| NC MUSEUM OF ART | |||||||||
| NC MUSEUM OF ART | 2110 BLUE RIDGE ROAD | 2110 BLUE RIDGE ROAD | RALEIGH | NC | 27607 | NONE | 501(C)(3) | ENDOWMENT, RESTRICTED FUNDS FOR PARK | $1,500,000 |
| NC MUSEUM OF HISTORY FOUNDATION | |||||||||
| NC MUSEUM OF HISTORY FOUNDATION | 5 EAST EDENTON ST | 5 EAST EDENTON ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | ANNUAL FUND | $1,500,000 |
| NC SCHOOL OF SCIENCE & MATH FOUND | |||||||||
| NC SCHOOL OF SCIENCE & MATH FOUDN | 1219 BROAD STREET | 1219 BROAD STREET | DURHAM | NC | 27705 | NONE | 501(C)(3) | NCSSM - MORGANTON | $50,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | NCSU SCIENCE HOUSE | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUT BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | COLLEGE OF ED, MATH SUMMIT | $71,200 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | CHANCELLOR'S DISCRETIONARY FUND | $25,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | STUDENT ENERGENCY FUND | $200,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | CHASS DEAN'S DISCRETIONARY FUND | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | GENERAL H HUGH SHELTON INITIATIVE | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | KENAN FELLOWS | $25,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | GOODNIGHT EDUCATION ENDOWMENT | $1,600,000 |
| NC SOCIETY OF HISPANIC PROFESSIONAL | |||||||||
| NC SOCIETY OF HISPANIC PROFESSIONALS | 8450 CHAPEL HILL RD STE 2 | 8450 CHAPEL HILL RD STE 2 | CARY | NC | 27513 | NONE | 501(C)(3) | SCHOLARSHIPS | $25,000 |
| NORTH CAROLINA AQUARIUM SOCIETY | |||||||||
| NORTH CAROLINA AQUARIUM SOCIETY | 3125 POPLARWOOD COURT | 3125 POPLARWOOD COURT | RALEIGH | NC | 27604 | NONE | 501(C)(3) | AQUARIUM SCHOLARS | $10,000 |
| PLEASANT GROVE FOUNDATION | |||||||||
| PLEASANT GROVE FOUNDATION | PO BOX 1441 | PO BOX 1441 | CARY | NC | 275121411 | NONE | 501(C)(3) | THE DREAM ACADEMY | $10,000 |
| PUBLIC SCHOOL FORUM OF NC | |||||||||
| PUBLIC SCHOOL FORUM OF NC | 3739 NATIONAL DR STE 100 | 3739 NATIONAL DR STE 100 | RALEIGH | NC | 27612 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $40,000 |
| PUBLIC SCHOOL FORUM OF NC | |||||||||
| PUBLIC SCHOOL FORUM OF NC | 3739 NATIONAL DR STE 100 | 3739 NATIONAL DR STE 100 | RALEIGH | NC | 27612 | NONE | 501(C)(3) | DUDLEY FLOOD CENTER | $10,000 |
| STUDENT U | |||||||||
| STUDENT U | 600 EAST UMSTEAD STREET | 600 EAST UMSTEAD STREET | DURHAM | NC | 27701 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| UNIVERSITY OF NC AT CHAPEL HILL | |||||||||
| NC PUBLIC RADIO - WUNC | 120 FRIDAY CENTER DRIVE | 120 FRIDAY CENTER DRIVE | CHAPEL HILL | NC | 27517 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMMING | $25,000 |
| WAKE EDUCATION PARTNERSHIP | |||||||||
| WAKE EDUCATION PARTNERSHIP | 3101 INDUSTRIAL DRIVE | SUITE 100 | RALEIGH | NC | 27609 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $20,000 |
| YMCA OF THE TRIANGLE INC | |||||||||
| YMCA OF THE TRIANGLE INC | 801 CORP CENTER STE 200 | 801 CORP CENTER STE 200 | RALEIGH | NC | 27607 | NONE | 501(C)(3) | CAMPT SEA GULL AND SEAFARER | $25,000 |
| YMCA OF THE TRIANGLE INC | |||||||||
| YMCA OF THE TRIANGLE INC | 801 CORP CENTER STE 200 | 801 CORP CENTER STE 200 | RALEIGH | NC | 27607 | NONE | 501(C)(3) | CAMP KANATA | $5,000 |
| JAMES B HUNT INSTITUTE | |||||||||
| JAMES B HUNT INSTITUTE | 4000 CENTERGREEN WAY | SUITE 301 | CARY | NC | 27513 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $100,000 |
| NORTH CAROLINA EDUCATIONS CORPS | |||||||||
| NORTH CAROLINA EDUCATION CENTER | 124 S PETTIGREW ST | 124 S PETTIGREW ST | RALEIGH | NC | 27610 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $300,000 |
| PBS NORTH CAROLINA | |||||||||
| PBS NORTH CAROLINA | 10 UNC-TV DRIVE | PO BOX 14900 | RESEARCH TRIANGLE PARK | NC | 277094900 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMMING | $25,000 |
| NORTH CAROLINA SCIENCE FAIR FOUNDAT | |||||||||
| NC SCIENCE FAIR FOUNDATION | 264 COTTLE LAKE DRIVE | 264 COTTLE LAKE DRIVE | COATS | NC | 27521 | NONE | 501(C)(3) | INNOVATION IN STUDENT RESEARCH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,651,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,311,477 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,026,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$511,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,826,421 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,826,421 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $5,400 | Amt |
| Net Investment Income | $5,400 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN NORTH CAROLINA. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - 663-134385 | $68,674,918 | $100,010,295 |
| FIDELITY - 663-134385 - MUTUAL FUND | ||
| COST BASIS ADJUSTMENT | $62,309 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $15,200,036 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $15,398,210 | USGovtObligationsEOYFMVAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPTIONS OUTSTANDING | Desc |
| BOY Book Value | $239,490 | BOYBookValueAmt |
| EOY Book Value | $347,439 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX WITHHELD ON D | $3,524 | $3,524 |
| EXCISE TAX | $113,307 | $113,307 |
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