MARY DUKE BIDDLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARY DUKE BIDDLE FOUNDATION (EIN 13-6068883)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-14
- IRS object ID
- 202423199349102702
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-14T11:04:21-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH ROAD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | 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 | 136068883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY DUKE BIDDLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | MISSIONPOST PMB #101 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9194935591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL STREET | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIMI O'BRIEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9194935591 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT LEWIS | PreparerPersonNm |
| PTIN | P00332659 | PTIN |
| Phone | 9199428700 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $40,889,071 | 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 | $21,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $139,892 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139,892 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $444,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $444,639 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $269 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $269 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $269 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $545,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $547,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $545,383 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $767,605 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $767,605 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,918,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,897,788 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $247,410 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,741 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $222,669 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $102,439 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,244 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $92,195 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $47,985 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,799 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $43,186 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $74,929 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,936 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $70,993 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,072 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,662 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $18,410 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,841 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $33,809 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,809 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,071 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,641 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $745,574 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $659,998 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85,576 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,369,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $734,451 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $576,479 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,591,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,591,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,960,771 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $734,451 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,167,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,041,983 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,163,337 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,656 | CashBOYAmt |
| Cash EOY | $63,383 | CashEOYAmt |
| Cash EOYFMV | $63,383 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,277,138 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,244,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,244,483 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,031,781 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,578,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,578,164 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,104 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,563 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $541 | LandEOYAmt |
| Land EOYFMV | $541 | LandEOYFMVAmt |
| Other Assets BOY | $2,541 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,339,116 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,889,071 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $40,889,071 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $499 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $499 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests EOY | $5,000 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $38,339,116 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $40,883,572 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,339,116 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,888,572 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,339,116 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,889,071 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,339,116 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,041,983 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,591,439 | OtherIncreasesAmt |
| Subtotal | $40,888,572 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $40,888,572 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| STCG TIFF KEYSTONE K-1 | P | $82,839 | $82,839 | $82,839 | |
| STCG TIFF KEYSTONE K-1 - UBI | P | -$1,623 | -$1,623 | $1,623 | |
| LTCG TIFF KEYSTONE K-1 | P | $462,264 | $462,264 | $462,264 | |
| LTCG TIFF KEYSTONE K-1 - UBI | P | $1,903 | $1,903 | $1,903 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $545,383 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,170 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,170 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,170 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $87,435 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $87,435 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $71,265 | OverpaymentAmt |
| Applied To ES Tax | $71,265 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MDBF.ORG | WebsiteAddressTxt |
| Individual With Books | MIMI O'BRIEN | IndividualWithBooksNm |
| Phone | 9194935591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL ST | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET MIMI O'BRIEN | ||||||||
| 318 BLACKWELL STREET SUITE 130 | DURHAM | NC | 27701 | EXECUTIVE DIRECTOR | 40.00 | $200,883 | $6,027 | $0 |
| DR YOMI ADIGUN | ||||||||
| 125 GLEN HAVEN DRIVE | CHAPEL HILL | NC | 27516 | TREASURER | 5.00 | $6,000 | $0 | $0 |
| GEORGE BIDDLE | ||||||||
| 131 E 59TH STREET | NEW YORK | NY | 10128 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
| C RUSSELL BRYAN | ||||||||
| 2139 NORTON ROAD | CHARLOTTE | NC | 28207 | VICE CHAIR | 5.00 | $6,000 | $0 | $0 |
| LOIS DELOATCH | ||||||||
| 3610 MEDFORD ROAD | DURHAM | NC | 27705 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
| N ALLISON HALTOM | ||||||||
| 3807 WESTCHESTER ROAD | DURHAM | NC | 27707 | SECRETARY | 5.00 | $6,000 | $0 | $0 |
| BEN JONES | ||||||||
| 4450 BOW MAR DRIVE | BOW MAR | CO | 80123 | CHAIR | 5.00 | $4,500 | $0 | $0 |
| JOE LUCAS | ||||||||
| 6815 SARDIS ROAD | CHARLOTTE | NC | 28270 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY HARRISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL ST | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 32.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $70,772 | CompensationAmt |
| Employee Benefits | $2,060 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,658,212 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,306,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $36,646,761 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,611,303 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,611,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $594,170 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,017,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,950,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,950,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,170 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,170 | TotalTaxAmt |
| Distributable Before Adj | $1,934,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,934,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,934,687 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,167,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,167,479 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,934,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $602,302 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,167,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $602,302 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,565,177 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $369,510 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MISSIONPOST PMB 101 318 BLACKWELL | AddressLine1Txt |
| Address Line2 | STREET SUITE 130 | AddressLine2Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9194935591 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION PROVIDED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DANCE FESTIVAL | |||||||
| 715 BROAD STREET | DURHAM | NC | 27705 | NONE | PC | 2023 HISTORICAL RELATIONSHIP | $15,000 |
| BOYS & GIRLS CLUBS OF CENTRAL CAROLINA | |||||||
| 1414 BRAGG STREET | SANFORD | NC | 27330 | NONE | PC | EDUCATION GRANT | $10,000 |
| CENTER FOR INQUIRY BASED LEARNING INC | |||||||
| 913 RAMSEUR STREET | DURHAM | NC | 27701 | NONE | PC | EDUCATION GRANT | $10,000 |
| CHATHAM COUNTY ARTS COUNCIL INC | |||||||
| PO BOX 418 | PITTSBORO | NC | 27312 | NONE | PC | 2023 OPERATING GRANT | $10,000 |
| CHATHAM COUNTY ARTS COUNCIL INC | |||||||
| PO BOX 418 | PITTSBORO | NC | 27312 | NONE | PC | ED GRANT | $2,500 |
| CHATHAM EDUCATION FOUNDATION | |||||||
| 79 GEORGE MOSES HORTON DRIVE | PITTSBORO | NC | 27312 | NONE | PC | K-12 EDUCATION | $10,000 |
| CHATHAM OUTREACH ALLIANCE INC | |||||||
| PO BOX 1326 | PITTSBORO | NC | 27312 | NONE | PC | FOOD INSECURITY GRANT | $10,000 |
| CHILDREN'S LITERACY PROJECT | |||||||
| 112 BROADWAY STREET | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHRIST CHURCH UNITED METHODIST | |||||||
| 520 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| CLAYTON CULTURAL ARTS FOUNDATION | |||||||
| PO BOX 879 | CLAYTON | NC | 27520 | NONE | PC | 2023 ARTS ED GRANT | $2,500 |
| COMMUNITIES IN SCHOOLS - WAKE CO | |||||||
| 971 HARP STREET | RALEIGH | NC | 27604 | NONE | PC | K-12 EDUCATION | $10,000 |
| CULTURE MILL | |||||||
| 1616 JORDAN DRIVE | GRAHAM | NC | 27253 | NONE | PC | OPERATING GRANT | $10,000 |
| DIAMANTE INC DBA DIAMANTE ARTS & CULTURAL CENTER | |||||||
| 5104 WESTERN BLVD SUITE B | RALEIGH | NC | 27606 | NONE | PC | 2023 ARTS OPERATING GRANT | $10,000 |
| DUKE MEMORIAL UNITED METHODIST CHURCH | |||||||
| 504 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $565,000 |
| DUKE UNIVERSITY SCHOOL OF MEDICINE | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | SCHOOL OF MEDICINE - PODCAST PRODUCTION | $35,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | DUKE FAMILY ARCHIVIST PROJECT | $250,000 |
| DURHAM ART GUILD INC | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | PC | ED GRANT - OPERATING | $5,000 |
| DURHAM ARTS COUNCIL INC | |||||||
| 1058 W CLUB BLVD | DURHAM | NC | 27701 | NONE | PC | 2023 BIG NIGHT FOR THE ARTS | $35,000 |
| DURHAM ARTS COUNCIL INC | |||||||
| 1059 W CLUB BLVD | DURHAM | NC | 27702 | NONE | PC | 2023 HISTORICAL GRANT | $25,000 |
| DURHAM PUBLIC SCHOOLS FOUNDATION | |||||||
| 600 E UMSTEAD STREET | DURHAM | NC | 27701 | NONE | PC | ED GRANT | $1,000 |
| DURHAM PUBLIC SCHOOLS FOUNDATION | |||||||
| 600 E UMSTEAD STREET | DURHAM | NC | 27701 | NONE | PC | GRANT FOR WHOLE SCHOOLS | $15,000 |
| DURHAM TECH FOUNDATION | |||||||
| 1637 LAWSON STREET | DURHAM | NC | 27703 | NONE | PC | 2023 FOOD PANTRY GRANT | $12,500 |
| EAST DURHAM CHILDREN'S INITIATIVE | |||||||
| 2101 ANGIER AVENUE STE 200 | DURHAM | NC | 27703 | NONE | PC | 2023 OPERATING GRANT | $25,000 |
| EMPOWER DANCE FOUNDATION | |||||||
| PO BOX 3352 | DURHAM | NC | 27702 | NONE | PC | EDUCATION GRANT | $10,000 |
| GIGI'S PLAYHOUSE - RALEIGH LLC | |||||||
| 2887 JONES FRANKLIN ROAD | RALEIGH | NC | 27606 | NONE | PC | K-12 EDUCATION | $10,000 |
| GREGORY B DAVIS FOUNDATION | |||||||
| 11404 DECEMBER WAY | SILVER SPRING | MD | 20904 | NONE | PF | OPERATING GRANT | $2,500 |
| HILLSBOROUGH ARTS COUNCIL | |||||||
| 102 N CHURTON STREET | HILLSBOROUGH | NC | 27278 | NONE | PC | OPERATING GRANT | $10,000 |
| HISPANIC LIAISON OF CHATHAM COUNTY | |||||||
| 200 N CHATHAM STREET | SILER CITY | NC | 27344 | NONE | PC | ED GRANT | $5,000 |
| INGLESIA PRESBITERIANA EMANUEL | |||||||
| 2504 N ROXBORO STREET | DURHAM | NC | 27704 | NONE | PC | FOOD PANTRY OPERATING GRANT | $15,000 |
| INTER-FAITH COUNCIL FOR SOCIAL SERVICE | |||||||
| 110 W MAIN STREET | CARRBORO | NC | 27510 | NONE | PC | 2023 FOOD INSECURITY GRANT | $10,000 |
| INTER-FAITH FOOD SHUTTLE | |||||||
| 1001 BLAIR DRIVE | RALEIGH | NC | 27603 | NONE | PC | 2023 FOOD INSECURITY GRANT | $12,500 |
| IRVINGTON PRESBYTERIAN CHURCH | |||||||
| 25 N BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| KIDZNOTES | |||||||
| 120 MORRIS AVENUE | DURHAM | NC | 27701 | NONE | PC | 2023 OPERATING AND CHALLENGE GRANTS | $100,000 |
| MOVING FORWARD CAROLINA FOUNDATION | |||||||
| 1323 OLD GRAHAM ROAD | PITTSBORO | NC | 27312 | NONE | PC | GENERAL SUPPORT | $2,500 |
| NC CENTER FOR NONPROFITS | |||||||
| 5800 FARINGDON PLACE 3RD FLOOR | RALEIGH | NC | 27609 | NONE | PC | 2023 ANNUAL SUPPORT | $5,000 |
| NC CENTRAL UNIVERSITY FOUNDATION | |||||||
| 1801 FAYETTEVILLE STREET | DURHAM | NC | 27707 | NONE | PC | 2023 FOOD INSECURITY GRANT | $12,500 |
| NORTH CAROLINA ARTS IN ACTION INC | |||||||
| 103 W WEAVER STREET | CARRBORO | NC | 27410 | NONE | PC | K-12 EDUCATION | $25,000 |
| NC COMMUNITY FOUNDATION | |||||||
| 3737 GLENWOOD AVE 460 | RALEIGH | NC | 27612 | NONE | PC | 2023 GRANT TO SUPPORT A+ SCHOOLS | $25,000 |
| NEW HOPE UNITED METHODIST CHURCH | |||||||
| 318 BLACKWELL STREET | DURHAM | NC | 27701 | NONE | PC | 2023 OPERATING GRANT | $5,000 |
| NORTHSTAR CHURCH OF THE ARTS | |||||||
| 220 W GREER STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $10,000 |
| RALEIGH CAMERATA | |||||||
| 201 FISHBURN DRIVE | APEX | NC | 27523 | NONE | PC | 2023 OPERATING GRANT | $10,000 |
| RALEIGH LITTLE THEATRE | |||||||
| 301 POGUE STREET | RALEIGH | NC | 27607 | NONE | PC | OPERATING GRANT | $10,000 |
| REFUGEE COMMUNITY PARTNERSHIP | |||||||
| 117 W MAIN STREET | CARRBORO | NC | 27510 | NONE | PC | OPERATING GRANT | $10,000 |
| RELIGIOUS COALITION NC DURHAM | |||||||
| 1209 N ELIZABETH STREET | DURHAM | NC | 27701 | NONE | PC | ED GRANT - HANDS WITHOUT GUNS | $5,000 |
| SENIOR PHARMASSIST | |||||||
| 406 RIGSBEE AVE 201 | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $15,000 |
| SHALEIGH DANCE WORKS | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $10,000 |
| SOUTHERN DOCUMENTARY FUND | |||||||
| 1105 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $15,000 |
| THE CHAMBER ORCHESTRA OF THE TRIANGLE | |||||||
| 1213 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PC | 2023 HISTORICAL GRANT | $15,000 |
| THE GIFTED ARTS | |||||||
| 410 GLENWOOD AVENUE 170 | RALEIGH | NC | 27603 | NONE | PC | OPERATING GRANT | $10,000 |
| TRIANGLE ARTWORKS INC | |||||||
| 800 PARK OFFICES DRIVE 3RD FLOOR | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | 2023 ARTS OPERATING GRANT | $10,000 |
| TRIANGLE COMMUNITY FOUNDATION | |||||||
| 800 PARK OFFICES DRIVE 3RD FLOOR | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | TRIANGLE CAPACITY BUILDING NETWORK | $25,000 |
| TRINITY AVENUE PRESBYTERIAN CHURCH | |||||||
| 927 W TRINITY AVENUE | DURHAM | NC | 27701 | NONE | PC | 2023 GRANT TO SUPPORT FOOD PANTRY | $10,000 |
| UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION | |||||||
| 1522 S MAIN STREET | WINSTON SALEM | NC | 27127 | NONE | PC | HISTORICAL GRANT | $70,000 |
| WAKE TECH COMMUNITY COLLEGE EDUCATION FOUNDATION | |||||||
| 9101 FAYETTEVILLE ROAD | RALEIGH | NC | 27603 | NONE | PC | GRANT TO THE NEST FOOD PANTRY | $12,500 |
| WALLTOWN CHILDREN'S THEATER | |||||||
| 1225 BERKELEY STREET | DURHAM | NC | 27705 | NONE | PC | OPERATING GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,591,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DUKE UNIVERSITY - DUKE PERFORMANCES | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | ARTS GRANT | $70,000 |
| DUKE UNIVERSITY - SARAH P DUKE GARDENS | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | GENERAL ANNUAL SUPPORT | $25,000 |
| DUKE UNIVERSITY HEALTH SYSTEM - ARTS & HEALTH | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | THE ARTIST IN RESIDENCE PROGRAM PROVIDES LIVE MUSIC FOR PATIENTS AT THE BEDSIDE, AND IN PUBLIC SPACES, AT DUKE UNIVERSITY HOSPITAL. | $50,000 |
| DUKE UNIVERSITY- NASHER MUSEUM OF ART | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | NASHER MUSEUM OF ART: EDUCATION, INTERNSHIP, EXHIBITIONS AND PERMANENT COLLECTION SUPPORT | $115,000 |
| DUKE UNIVERSITY SCHOOL OF MEDICINE - MEDICAL SCHOOL SCHOLARSHIPS | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | MEDICAL SCHOLARSHIP SUPPORT | $30,000 |
| DUKE UNIVERSITY TRINITY COLLEGE OF ARTS & SCIENCES | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | SUPPORTING THE ARTS AT DUKE | $275,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $565,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,052 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,840 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $4 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $444,635 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $149 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,893 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $757,712 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $280 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $545,103 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $19,378 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,878,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,897,788 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | MARGARET RICH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 EAST ROSEMARY STREET | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $20,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| RUG | 2007-11-01 | $2,310 | $2,310 | 200DB | 5.000000000000 | $0 | $0 |
| PRINTER | 2011-05-03 | $269 | 200DB | 5.000000000000 | $0 | $0 | |
| DESK CHAIR | 2013-01-28 | $269 | $134 | 200DB | 5.000000000000 | $0 | $0 |
| PHONE EQUIPMENT | 2013-08-30 | $1,370 | $685 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-07-28 | $1,375 | $687 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-08-01 | $1,868 | $934 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-09-08 | $1,189 | $594 | 200DB | 5.000000000000 | $0 | $0 |
| PROJECTOR | 2017-01-12 | $720 | $360 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE CHAIRS | 2017-12-28 | $1,817 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER EQUIPMENT | 2020-09-30 | $3,534 | 200DB | 5.000000000000 | $0 | $0 | |
| OFFICE CHAIRS | 2023-08-02 | $1,255 | 200DB | 5.000000000000 | $1,054 | $0 | |
| DELL COMPUTER/MONITOR | 2023-06-15 | $2,128 | 200DB | 5.000000000000 | $1,787 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF MULTI-ASSET FUND | FMV | $1,784,666 | $1,784,666 |
| TIFF KEYSTONE FUND | FMV | $37,793,498 | $37,793,498 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| RUG | $2,310 | $2,310 | $0 |
| PRINTER | $269 | $269 | $0 |
| DESK CHAIR | $269 | $269 | $0 |
| PHONE EQUIPMENT | $1,370 | $1,370 | $0 |
| COMPUTER EQUIPMENT | $1,375 | $1,375 | $0 |
| COMPUTER EQUIPMENT | $1,868 | $1,868 | $0 |
| COMPUTER EQUIPMENT | $1,189 | $1,189 | $0 |
| PROJECTOR | $720 | $720 | $0 |
| OFFICE CHAIRS | $1,817 | $1,817 | $0 |
| COMPUTER EQUIPMENT | $3,534 | $3,534 | $0 |
| OFFICE CHAIRS | $1,255 | $1,054 | $201 |
| DELL COMPUTER/MONITOR | $2,128 | $1,787 | $341 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $2,500 | $2,500 | $2,500 |
| OTHER RECEIVABLE | $41 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TIFF KEYSTONE K-1 - PASSTHROUGH INVESTMENT EXPENSES | $659,998 | $659,998 | $0 |
| SPONSORSHIP | $9,500 | $0 | $9,500 |
| INSURANCE | $4,940 | $0 | $4,940 |
| DUES/SUBSCRIPTIONS | $16,884 | $0 | $16,884 |
| COMMUNICATIONS | $22,942 | $0 | $22,942 |
| OTHER | $31,310 | $0 | $31,310 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TIFF KEYSTONE PASSTHROUGH - ROYALTIES | $136 | $136 | $136 |
| TIFF KEYSTONE PASSTHROUGH - ORDINARY BUSINESS INCOME | $9,745 | $9,745 | $9,745 |
| TIFF KEYSTONE PASSTHROUGH - ORDINARY BUSINESS INCOME | -$22,306 | -$22,306 | -$22,306 |
| TIFF KEYSTONE PASSTHROUGH - ROYATIES | $5,021 | $5,021 | $5,021 |
| TIFF KEYSTONE PASSTHROUGH - OTHER INCOME | -$29,062 | -$29,062 | -$29,062 |
| TIFF KEYSTONE PASSTHROUGH -OTHER INCOME | $775,208 | $775,208 | $775,208 |
| TIFF KEYSTONE PASSTHROUGH - SEC 1231 | $29,074 | $29,074 | $29,074 |
| TIFF KEYSTONE PASSTHROUGH - SEC 1231 | -$211 | -$211 | -$211 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GAAP ADJUSTMENT TO FAIR MARKET VALUE PRESENTATION | $3,588,598 |
| GAAP TAX DEPRECIATION ADJUSTMENT | $2,841 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $74,929 | Amt |
| Net Investment Income | $3,936 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $70,993 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $56,000 | $0 | $0 |
| PAYROLL TAXES | $20,456 | $2,046 | $18,410 |
| FOREIGN TAXES | $27,616 | $27,616 | $0 |
Comments