BETA

SHARED VISIONS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SHARED VISIONS FOUNDATION INC (EIN 56-2254231)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-01-13
IRS object ID
202520159349100057
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-13T08:51:03-06:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561304727PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN & SLOOP CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11414 RALEIGH RD SUITE 300AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27517ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562254231EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHARED VISIONS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHARBusinessNameControlTxt
Phone9196162190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12115 HOMESTEAD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27516ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9196162190PhoneNum
Signature2025-01-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH MAUCHPreparerPersonNm
PTINP01988953PTIN
Phone9199428700PhoneNum
Preparation2025-01-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,320,357FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$436,519ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$136,316DividendsRevAndExpnssAmt
Dividends Net Invst Incm$136,316DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$43,948GrossRentsRevAndExpnssAmt
Net Rental Income Or Loss$43,948NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$68,568NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$350,067GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$68,568CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$91,268OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$91,268OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$776,619TotalRevAndExpnssAmt
Total Net Invst Incm$204,884TotalNetInvstIncmAmt
Total Adj Net Incm$91,268TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,290AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,072AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,218AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$19,308OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,308OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,086TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$761TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$36,760DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$33,234OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$33,234OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$24,966OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$24,966OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$120,644TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,380TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$62,179TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$93,525ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$93,525ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$214,169TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,380TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$155,704TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$562,450ExcessRevenueOverExpensesAmt
Net Investment Income$184,504NetInvestmentIncomeAmt
Adjusted Net Income$91,268AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,913CashBOYAmt
Cash EOY$14,828CashEOYAmt
Cash EOYFMV$14,828CashEOYFMVAmt
Sav And Temp Cash Invst BOY$147,744SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,877SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,877SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,298,880CorporateStockBOYAmt
Corporate Stock EOY$2,607,513CorporateStockEOYAmt
Corporate Stock EOYFMV$2,941,199CorporateStockEOYFMVAmt
Corporate Bonds BOY$451,095CorporateBondsBOYAmt
Corporate Bonds EOY$378,141CorporateBondsEOYAmt
Corporate Bonds EOYFMV$382,995CorporateBondsEOYFMVAmt
Other Investments BOY$187,695OtherInvestmentsBOYAmt
Other Investments EOY$569,453OtherInvestmentsEOYAmt
Other Investments EOYFMV$569,986OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,672,716LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$315,244LandBldgEquipAccumDeprecAmt
Land BOY$1,383,516LandBOYAmt
Land EOY$1,357,472LandEOYAmt
Land EOYFMV$1,357,472LandEOYFMVAmt
Total Assets BOY$4,484,843TotalAssetsBOYAmt
Total Assets EOY$4,981,284TotalAssetsEOYAmt
Total Assets EOYFMV$5,320,357TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,892AccountsPayableBOYAmt
Accounts Payable EOY$1,028AccountsPayableEOYAmt
Total Liabilities BOY$1,892TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,028TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,482,951RetainedEarningBOYAmt
Retained Earning EOY$4,980,256RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,482,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,980,256TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,484,843TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,981,284TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,482,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$562,450ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,045,401SubtotalAmt
Other Decreases$65,145OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,980,256TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySCHWAB 7285 CAPITAL GAINSPropertyDesc
Gross Sales Price$350,067GrossSalesPriceAmt
Cost Or Other Basis$281,499CostOrOtherBasisAmt
Gain Or Loss$68,568GainOrLossAmt
Gains Minus Excess Or Losses$68,568GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$68,568CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,565InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,565SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,565TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$565TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SHAREDVISIONS.ORGWebsiteAddressTxt
Individual With BooksJAY MILLERIndividualWithBooksNm
Phone9196162190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12115 HOMESTEAD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27516ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSE MILLER III
2115 HOMESTEAD ROADCHAPEL HILLNC27516PRESIDENT20.00$0$0$0
EBETH SCOTT-SINCLAIR
2115 HOMESTEAD ROADCHAPEL HILLNC27516SECRETARY1.00$0$0$0
LINDSEY HEAD
3624 MANFORD DRIVEDURHAMNC27707DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION PROVIDES FUNDING MAINLY TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS (WITH AN EMPHASIS ON MENTAL HEALTH, BASIC HUMAN SERVICES) IN SUPPORT OF THEIR GOAL OF PROMOTING CO-OPERATION AMONG NON-PROFIT AGENCIES THAT DIRECTLY BENEFIT COMMUNITIES IN DURHAM AND ORANGE COUNTIES NORTH CAROLINA. DURING FISCAL YEAR 2023-2024 THE FOUNDATION AWARDED APPROXIMATELY 48 MONETARY GRANTS; PROVIDED AFFORDABLE MEETING AND EVENT SPACE FOR AREA NONPROFITS AT THE SHARED VISIONS RETREAT CENTER; AND PROVIDED SUPPORT AND CONSULTATION FOR AREA NONPROFITS THROUGH VOLUNTEER SERVICE ON BOARDS AND COMMITTEES. IN 2024 THE FOUNDATION MADE ITS SECOND GRANT FOR INTERNATIONAL WORK THROUGH COVA (FORMERLY EOS INTERNATIONAL, FOR $22,000) TO PROVIDE MAINTENANCE AND REPAIR TO WELL AND WATER SYSTEMS IN NICARAGUA AND HONDURAS. FINALLY THE FOUNDATION RENTED 2 DUPLEX RENTAL PROPERTIES ( 4 UNITS) IN CONJUNCTION WITH THE COMMUNITY HOME TRUST TO LOW-INCOME PERSONS AT BELOW MARKET RATES.Description1Txt
Expenses1$155,704Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,461,764AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115,697AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,577,461TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,577,461AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,662CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,523,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$176,190MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$176,190MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,565TaxBasedOnInvestmentIncomeAmt
Total Tax$2,565TotalTaxAmt
Distributable Before Adj$173,625DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$173,625DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$173,625DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$155,704ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$155,704QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$173,625DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$28,362ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,292ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr1$18,650ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$85,304TotalExcessDistributionCyovAmt
Qualifying Distributions$155,704QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$155,704AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$17,921ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,921ExcessDistributionCyovAppCYAmt
Total Corpus$67,383TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$10,441ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$56,942ExcessDistriCyovToNextYrAmt
Excess From Year4$38,292ExcessFromYear4Amt
Excess From Year1$18,650ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJESSE MILLER IIIContributingManagerNm
Contributing ManagerEBETH SCOTT-SINCLAIRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CARAMORE
550 SMITH LEVEL ROADCARRBORONC27510NONEPCCOMMUNITY OUTREACH AND SUPPORT$3,800
CLUB NOVA
103 W MAIN STCARRBORONC27510NONEPCSUPPORT PEOPLE LIVING WITH MENTAL ILLNESS$3,000
COMMUNITY EMPOWERMENT FUND
208 N COLUMBIA STCHAPEL HILLNC27514NONEPCTRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY$6,300
COMPASS CENTER
210 HENDERSON STCHAPEL HILLNC27514NONEPCGENERAL SUPPORT$1,000
COVA
1430 CONCORDIA AVE UNIT 4638ST PAULMN55104NONEPCPROVIDE SAFE DRINKING WATER$22,051
CWS - CROPWALK
504 W CHAPEL HILL ST STE 106DURHAMNC27701NONEPCGENERAL SUPPORT$500
DURHAM JAZZ WORKSHOP
4608 INDUSTRY LANEDURHAMNC27713NONEPCEDUCATIONAL JAZZ PROGRAMS$3,000
DURHAM RESCUE MISSION
1201 E MAIN STREETDURHAMNC27701NONEPCGENERAL SUPPORT$500
E-3 CAMP
110 ALABAMA AVENUECARRBORONC27510NONEPCSEND NEEDY CHILD TO CAMP$400
EL FUTURO
136 E CHAPEL HILL STDURHAMNC27701NONEPCBEHAVIORAL HEALTH SUPPORT TO SPANISH SPEAKING COMMUNITY$1,000
HABITAT FOR HUMANITY OF DURHAM
215 N CHURCH STREETDURHAMNC27701NONEPCAFFORDABLE HOUSING$1,037
HABITAT FOR HUMANITY OF ORANGE
88 VILCOM CENTER DRIVE SUITE L110CHAPEL HILLNC27514NONEPCAFFORDABLE HOUSING$5,000
HUMAN KINDNESS FOUNDATION
PO BOX 61619DURHAMNC27715NONEPCTO PROMOTE SPIRITUALITY AND WELLNESS FOR INCARCERATED INDIVIDUALS$500
INTERFAITH COUNCIL
110 W MAIN STCARRBORONC27510NONEPCHELP FOR THOSE IN NEED$5,000
LOVE CHAPEL HILL
123 E FRANKLIN STCHAPEL HILLNC27514NONEPCGENERAL SUPPORT$2,309
MUSIC MAKER RELIEF FOUNDATION
224 W CORBIN STHILLSBOROUGHNC27278NONEPCPRESERVE MUSIC TRADITIONS OF THE SOUTH$2,500
MUSICAL EMPOWERMENT
117 W MAIN STREETCARRBORONC27510NONEPCTO CREATE EQUITABLE ACCESS TO MUSIC EDUCATION$500
PEE WEE HOMES
8410 MERIN ROADCHAPEL HILLNC27516NONEPCSUPPORT AFFORDABLE HOUSING$2,205
PLANNED PARENTHOOD
100 SOUTH BOYLAND AVERALEIGHNC27603NONEPCGENERAL SUPPORT$500
PRESERVATION NC
814 OBERLIN RDRALEIGHNC27605NONEPCTO PRESERVE HISTORIC PROPERTIES$77
PRO BONO COUNSELING NETWORK
205 LLOYD ST STE 204CARRBORONC27510NONEPCTO PROVIDE FREE COUNSELING$1,030
REFUGEE COMMUNITY PARTNERSHIP
117 W MAIN STREETCARRBORONC27510NONEPCTO PROVIDE LANGUAGE SUPPORT FOR REFUGEES IN NC$2,500
SOUTHERN DOCUMENTARY FUND
PO BOX 3622DURHAMNC27702NONEPCGENERAL SUPPORT$4,240
THE ARTS CENTER
300 E MAIN ST STE GCARRBORONC27510NONEPCEDUCATE AND INSPIRE CREATIVITY$9,902
THE PUBLIC GALLERY
PO BOX 475CARRBORONC27510NONEPCGENERAL SUPPORT$1,000
THE TRILLIUM COLLABORATIVE
3105 FORT AVELYNCHBURGVA24501NONEPCGENERAL SUPPORT$5,000
TRIANGLE LAND CONSERVANCY
514 S DUKE STREETDURHAMNC27701NONEPCSUPPORT ENVIRONMENTAL NEEDS OF COMMUNITY$514
TROSA
1820 JAMES STDURHAMNC27707NONEPCALCOHOLISM TREATMENT SUPPORT$1,000
UNCTV
10 TW ALEXANDER DRRESEARCH TRIANGLE PARKNC27709NONEPCEDUCATIONAL TELEVISION$550
URBAN MINISTRIES
410 LIBERTY STDURHAMNC27701NONEPCPOOR AND HOMELESS SUPPORT$1,000
WNCU RADIO
PO BOX 19875DURHAMNC27707NONEPCGENERAL SUPPORT$60
WUNC RADIO
120 FRIDAY CENTERCHAPEL HILLNC27517NONEPCSUPPORT COMMUNITY RADIO$550
XDS
PO BOX 368CARRBORONC27510NONEPCTO SUPPORT INDIVIDUALS LIVING WITH SEVERE MENTAL ILLNESS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$93,525TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$136,316ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$43,948ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$68,568ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
FORSYTH RENTALS AFFORDABLE HOUSING$35,459
SPECIAL EVENTS$55,809

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$248,832ExclusionAmt
Related Or Exempt Function Incm$91,268RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$340,100TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11DISCOUNTED RENTAL INCOME FROM PROPERTIES RENTED IN CONJUNCTION WITH THE COMMUNITY HOME TRUST TO PROVIDE AFFORDABLE HOUSING.
11SPACE PROVIDED AT SUBSTANTIAL DISCOUNT FOR EVENTS HELD TO SUPPORT LOCAL NONPROFITS.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
JESSE MILLER III
12115 HOMESTEAD ROADCHAPEL HILLNC27516$156,277Yes (X)
MILLER PROPERTY MANAGEMENT
23329 DURHAM CHAPEL HILL BLVD STE 20DURHAMNC27707$280,242Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (30 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
115 SHARES OF ACCENTURE PLC FCLASS$5,3112024-12-26
114 SHARES OF AIR PROD & CHEMICALS$3,8512024-12-26
124 SHARES OF APPLE INC$4,6322024-12-26
164 SHARES OF APPLIED MATERIALS$10,5072024-12-26
17 SHARES OF BROADRIDGE FINL SOLU$1,4142024-12-26
125 SHARES OF CARDINAL HEALTH INC$2,5272024-12-26
118 SHARES OF CARRIER GLOBAL CORP$1,0392024-12-26
114 SHARES OF CME GROUP IN CLASS A$3,0022024-12-26
116 SHARES OF DARDEN RESTAURANTS$2,6212024-12-26
124 SHARES OF DIGITAL REALTY TRUST REIT$3,2522024-12-26
129 SHARES OF EXXON MOBIL CORP$2,9692024-12-26
151 SHARES OF GILEAD SCIENCES INC$4,0732024-12-26
14 SHARES OF GOLDMAN SACHS GROUP$1,5282024-12-26
197 SHARES OF HP INC$2,9532024-12-26
127 SHARES OF IBM CORP$4,4002024-12-26
1169 SHARES OF INTEL CORP$8,4992024-12-26
113 SHARES OF INTUIT INC$8,1122024-12-26
164 SHARES OF JOHNSON CONTROLS INTER F$3,6842024-12-26
1129 SHARES OF JPMORGAN CHASE & CO$21,7442024-12-26
14 SHARES OF KLA CORP$2,3642024-12-26
13 SHARES OF LAM RESEARCH CORP$2,3842024-12-26
19 SHARES OF MICROSOFT CORP$3,3682024-12-26
13 SHARES OF MONOLITHIC POWER SYS$1,9172024-12-26
172 SHARES OF NVIDIA CORP$35,5242024-12-26
147 SHARES OF ONEOK INC$3,3462024-12-26
113 SHARES OF PHILIP MORRIS INTL$1,2142024-12-26
125 SHARES OF PHILLIPS 66$3,3912024-12-26
110 SHARES OF SIMON PPTY GROUP REIT$1,4342024-12-26
142 SHARES OF STARBUCKS CORP$4,0082024-12-26
111 SHARES OF TERADYNE INCORPORATE$1,2092024-12-26

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,290Amt
Net Investment Income$1,072NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,218DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (22 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING-MURPHY SCHOOL2015-05-07$962,400$206,670SL39.000000000000$24,677$0$0
AUDIO EQUIPMENT2010-06-18$500$500SL7.000000000000$0$0$0
SIGNS2010-05-21$275$275SL7.000000000000$0$0$0
FURNITURE2010-06-01$2,280$2,280SL7.000000000000$0$0$0
FURNITURE AND FIXTURES2010-08-01$7,862$7,815SL7.000000000000$0$0$0
CHAIRS2010-10-06$1,196$1,111SL7.000000000000$0$0$0
FRIDGE, OVEN, MICRO2010-10-10$2,478$2,301SL7.000000000000$0$0$0
SIGNAGE2015-02-23$918$918SL7.000000000000$0$0$0
LAND - MURPHY SCHOOL2015-05-07$67,600L$0$0$0
AUDITORIUM FLOOR UPGRADE2016-02-28$1,448$281SL39.000000000000$37$0$0
ROOF IMPROVEMENTS2016-07-15$1,255$232SL39.000000000000$32$0$0
NEW WAREHOUSE BUILDING2017-09-01$167,347$26,104SL39.000000000000$4,291$0$0
FLOOR IMPROVEMENTS2018-06-20$1,971$268SL39.000000000000$51$0$0
CHAIRS2018-07-08$1,270$950SL7.000000000000$181$0$0
PAVING ENTRANCE2019-02-05$2,200$262SL39.000000000000$56$0$0
BUILDING - 120 FORSYTH DRIVE2019-11-01$138,251$13,884SL39.000000000000$3,545$0$0
LAND - 120 FORSYTH DRIVE2019-11-01$81,749L$0$0$0
BUILDING - 125 FORSYTH DRIVE2019-11-01$145,710$14,633SL39.000000000000$3,736$0$0
LAND - 125 FORSYTH DRIVE2019-11-01$75,290L$0$0$0
NEW PORCH 125A FORSYTH2024-07-15$1,720SL39.000000000000$11$0$0
NEW WATER HEATER2024-04-24$1,596SL39.000000000000$17$0$0
NEW HVAC FOR SCHOOL2024-01-29$7,400SL39.000000000000$126$0$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME 7285BondNm
EOY Book Value$378,141EOYBookValueAmt
EOYFMV$382,995EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES 7285$2,212,513$2,534,320
EQUITIES 7779$395,000$406,879

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTS 7285AT COST$187,695$188,228
VANGUARD FEDERAL MONEY MARKET FUNDAT COST$381,758$381,758

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (22 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING-MURPHY SCHOOL$962,400$231,347$731,053
AUDIO EQUIPMENT$500$500$0
SIGNS$275$275$0
FURNITURE$2,280$2,280$0
FURNITURE AND FIXTURES$7,862$7,815$47
CHAIRS$1,196$1,111$85
FRIDGE, OVEN, MICRO$2,478$2,301$177
SIGNAGE$918$918$0
LAND - MURPHY SCHOOL$67,600$0$67,600
AUDITORIUM FLOOR UPGRADE$1,448$318$1,130
ROOF IMPROVEMENTS$1,255$264$991
NEW WAREHOUSE BUILDING$167,347$30,395$136,952
FLOOR IMPROVEMENTS$1,971$319$1,652
CHAIRS$1,270$1,131$139
PAVING ENTRANCE$2,200$318$1,882
BUILDING - 120 FORSYTH DRIVE$138,251$17,429$120,822
LAND - 120 FORSYTH DRIVE$81,749$0$81,749
BUILDING - 125 FORSYTH DRIVE$145,710$18,369$127,341
LAND - 125 FORSYTH DRIVE$75,290$0$75,290
NEW PORCH 125A FORSYTH$1,720$11$1,709
NEW WATER HEATER$1,596$17$1,579
NEW HVAC FOR SCHOOL$7,400$126$7,274

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON CONTRIBUTED AND TRANSFERRED SECURITIESDesc
Amt$65,145Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$23,327$0$0$23,327
WEBSITE$283$0$0$283
MISCELLANEOUS$1,270$0$0$1,270
POSTAGE$86$0$0$86

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FORSYTH RENTALS AFFORDABLE HOUSING$35,459$35,459
SPECIAL EVENTS$55,809$55,809

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$19,308Amt
Net Investment Income$19,308NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAXES$762$0$0$761
EXCISE TAXES$1,324$0$0$0

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