SECOND FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SECOND FAMILY FOUNDATION INC (EIN 20-5885567)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202311359349103416
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:09:00-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 CPAS PA | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205885567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECOND FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SECO | BusinessNameControlTxt |
| Phone | 9199679823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SOUTH ESTES DRIVE SUITE 203 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD MILES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9199679823 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | MILES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MAUCH | PreparerPersonNm |
| PTIN | P01988953 | PTIN |
| Phone | 9199428700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $11,312,995 | 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 |
| Dividends Rev And Expnss | $221,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $221,580 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $221,580 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,525,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,220 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,220 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,127 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,127 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,127 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $223,927 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,927 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $223,927 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,035 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,035 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $88,357 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $88,367 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,406 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,406 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,658 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,658 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,830 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,891 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $576 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $15,980 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,980 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,001 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,001 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,044 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,044 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $148,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $148,796 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $314,683 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $310,178 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,683 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $310,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,756 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,927 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $223,927 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,040 | CashBOYAmt |
| Cash EOY | $22,559 | CashEOYAmt |
| Cash EOYFMV | $22,559 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $137,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $727,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $727,530 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,768,461 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,981,693 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,981,693 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,511,300 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,089,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,089,067 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,866,463 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,491,241 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,491,241 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,918 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $19,013 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $971 | LandBOYAmt |
| Land EOY | $905 | LandEOYAmt |
| Land EOYFMV | $905 | LandEOYFMVAmt |
| Total Assets BOY | $12,321,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,312,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,312,995 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $17,929 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,851 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,929 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,851 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,303,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,287,144 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,303,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,287,144 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,321,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,312,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,303,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,756 | ExcessRevenueOverExpensesAmt |
| Other Increases | $135 | OtherIncreasesAmt |
| Subtotal | $12,213,014 | SubtotalAmt |
| Other Decreases | $925,870 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,287,144 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| US TREASURY NTS NOTE 1.625% | 2021-10-06 | 2022-11-15 | $300,000 | $300,000 | $0 | $0 |
| US TREASURY NTS NOTE 2.125% | 2021-06-02 | 2022-06-30 | $450,000 | $450,000 | $0 | $0 |
| US TREASURY SER AJ-2022 2.5% | 2021-01-19 | 2022-02-15 | $375,000 | $375,000 | $0 | $0 |
| US TREASURY SER BF-2022 .125% | 2022-02-22 | 2022-08-31 | $400,000 | $398,780 | $1,220 | $1,220 |
| US TREASURY SER Y-2022 1.875% | 2021-03-31 | 2022-05-02 | $1,000,000 | $1,000,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,220 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,220 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | 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 | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $487 | OverpaymentAmt |
| Applied To ES Tax | $487 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | SECONDFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD MILES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5122289959 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10846 ANTIGUA TER UNIT 203 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20852 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MIKE MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| ELSTON MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | VICE PRESIDENT/SECRETARY | 0.25 | $0 | $0 | $0 |
| WENDY MILES BAER | ||||||||
| 476 EMORY CIRCLE | ATLANTA | GA | 30307 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ALEXANDRA MILES SKOVE | ||||||||
| 7 ALDWOOD LANE | RUMSON | NJ | 07760 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREA ALDEN MILES | ||||||||
| 533 MANZANITA AVE | CORTA MEDERA | CA | 94925 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EDWARD WILLIAM MILES | ||||||||
| 10846 ANTIGUA TERRACE UNIT 203 | ROCKVILLE | MD | 20852 | DIRECTOR | 0.25 | $27,035 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY KUNKEL AINSLEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SOUTH ESTES DRIVE STE 203 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 50.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $79,817 | CompensationAmt |
| Employee Benefits | $7,406 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TRANSPORTATION RESOURCES AND SUPPORT VIA ORANGE COUNTY DSS WERE PROVIDED TO 40+ PROGRAM YOUTH OVER THE COURSE OF 2022. THIS SERVICE AND PROGRAM AFFORDED YOUTH THE MOBILITY TO ATTEND EMPLOYMENT (SFWORKS) PROGRAMS AS WELL AS OTHER SELF-DEVELOPMENT WORK SUCH AS TUTORING AND SPECIALIZED EDUCATIONAL NEEDS. JOB COACHING AND SUPPORT IS ALSO PROVIDED DURING THE TRANSPORTATION TIMES. | Description1Txt |
| Expenses1 | $66,481 | Expenses1Amt |
| Description2 | SFWORKS - YOUTH EMPLOYMENT PROGRAM THAT CONNECTS YOUTH WHO ARE EXPERIENCING RISK TO THEIR FIRST JOB, AS WELL AS, REFERENCE BUILDING EXPERIENCES AND RELATIONSHIPS. | Description2Txt |
| Expenses2 | $10,948 | Expenses2Amt |
| Description3 | ACADEMIC TUTORING/SUPPORT AND INCENTIVE PROGRAM. | Description3Txt |
| Expenses3 | $14,050 | Expenses3Amt |
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 | $11,354,113 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,339 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,794,452 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,794,452 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,617,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $580,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $310,178 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $310,178 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-04-05 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $223,927 | CurrentYearAmt |
| Year1 | $254,582 | Year1Amt |
| Year2 | $218,629 | Year2Amt |
| Year3 | $349,627 | Year3Amt |
| Total | $1,046,765 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $190,338 | CurrentYearAmt |
| Year1 | $216,395 | Year1Amt |
| Year2 | $185,835 | Year2Amt |
| Year3 | $297,183 | Year3Amt |
| Total | $889,750 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $310,178 | CurrentYearAmt |
| Year1 | $303,968 | Year1Amt |
| Year2 | $382,544 | Year2Amt |
| Year3 | $404,710 | Year3Amt |
| Total | $1,401,400 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $310,178 | CurrentYearAmt |
| Year1 | $303,968 | Year1Amt |
| Year2 | $382,544 | Year2Amt |
| Year3 | $404,710 | Year3Amt |
| Total | $1,401,400 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,312,995 | CurrentYearAmt |
| Year1 | $12,321,564 | Year1Amt |
| Year2 | $9,964,662 | Year2Amt |
| Year3 | $10,464,354 | Year3Amt |
| Total | $44,063,575 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $11,312,091 | CurrentYearAmt |
| Year1 | $12,320,593 | Year1Amt |
| Year2 | $9,963,396 | Year2Amt |
| Year3 | $10,461,977 | Year3Amt |
| Total | $44,058,057 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIKE MILES | ContributingManagerNm |
| Contributing Manager | ELSTON MILES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $221,580 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,220 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,127 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $223,927 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $223,927 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $2,089,067 | EOYBookValueAmt |
| EOYFMV | $2,089,067 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,981,693 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,981,693 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $4,491,241 | BookValueAmt |
| EOYFMV | $4,491,241 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE AND FIXTURES | $6,114 | $6,114 | $0 | |
| COMPUTER EQUIPMENT | $12,474 | $11,569 | $905 | $905 |
| SOFTWARE | $1,330 | $1,330 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN OR LOSS ON INVESTMENTS | Desc |
| Amt | $925,870 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL MEMBERSHIPS | $637 | $0 | $0 | $637 |
| INSURANCE | $8,487 | $0 | $0 | $8,487 |
| TUTORING | $14,050 | $0 | $0 | $14,050 |
| GIFTS | $10,306 | $0 | $0 | $10,306 |
| BACKGROUND CHECKS | $60 | $0 | $0 | $60 |
| MEALS/ENTERTAINMENT WITH YOUTH | $5,653 | $0 | $0 | $5,653 |
| OFFICE SUPPLIES | $6,417 | $0 | $0 | $6,417 |
| TELEPHONE | $2,831 | $0 | $0 | $2,831 |
| WEBSITE | $743 | $0 | $0 | $743 |
| POSTAGE | $537 | $0 | $0 | $537 |
| OTHER PROGRAM EXPENSES | $4,201 | $0 | $0 | $4,201 |
| YOUTH EMPLOYMENT | $10,948 | $0 | $0 | $10,948 |
| SFF GROUP OUTINGS/EVENTS | $12,337 | $0 | $0 | $12,337 |
| TRAVEL/TRANSPORTATION WITH YOUTH | $66,481 | $0 | $0 | $66,481 |
| COUNSELING | $3,000 | $0 | $0 | $3,000 |
| BANK CHARGES | $1,299 | $0 | $0 | $1,299 |
| MISCELLANEOUS | $809 | $0 | $0 | $809 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,127 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,127 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,127 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $135 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT ACCOUNTS | Desc |
| BOY Book Value | $17,929 | BOYBookValueAmt |
| EOY Book Value | $25,851 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING/LEGAL | $7,200 | $0 | $0 | $7,200 |
| PAYROLL SERVICE FEES | $2,458 | $0 | $0 | $2,458 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $8,891 | $0 | $0 | $8,891 |
| EXCISE TAXES | $3,939 | $0 | $0 | $0 |
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