KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202331299349103633
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T09:33:23-04:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURL CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 FRONT ST STE 910 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562003192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOT | BusinessNameControlTxt |
| Phone | 9197247878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W KNOTT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9197247878 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | KNOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IRA W CURL CPA | PreparerPersonNm |
| PTIN | P01378453 | PTIN |
| Phone | 9193837462 | PhoneNum |
| Preparation | 2023-05-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,603,779 | 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 | $81,458 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $138 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,921 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $229,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,921 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $121,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,265 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $832 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $93 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,309 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,250 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,415 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $96 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $213 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,912 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $109,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,087 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,536 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $72,043 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $72,043 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $808,760 | CorporateStockBOYAmt |
| Corporate Stock EOY | $896,187 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,531,736 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $858,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $968,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,603,779 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $858,296 | RetainedEarningBOYAmt |
| Retained Earning EOY | $968,230 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $858,296 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $968,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $858,296 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $968,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $858,296 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $109,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $280 | OtherIncreasesAmt |
| Subtotal | $968,387 | SubtotalAmt |
| Other Decreases | $157 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $968,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | P | $128,992 | $141,807 | -$12,815 | -$12,815 |
| WELLS FARGO ADVISORS | P | $81,017 | $63,547 | $17,470 | $17,470 |
| WELLS FARGO ADVISORS | P | $19,823 | $10,560 | $9,263 | $9,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,921 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $502 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $502 | SubtotalAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $525 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE W KNOTT | IndividualWithBooksNm |
| Phone | 9197247878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 BEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRUCE W KNOTT | ||||||||
| 3210 BEDFORD ROAD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JANET C KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,679,772 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,631 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,750,403 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,750,403 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,256 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,724,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $86,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $86,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $502 | TotalTaxAmt |
| Distributable Before Adj | $85,705 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $85,705 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $85,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,143 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $6,143 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $85,705 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $26,286 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,700 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,555 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,646 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,329 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $323,516 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,143 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,143 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $79,562 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $79,562 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $243,954 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $243,954 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $171,625 | ExcessFromYear2Amt |
| Excess From Year1 | $72,329 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRUCE W KNOTT DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9193839308 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN LETTER REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLEGHANY CO EDUC FOUNDATION | |||||||
| PO BOX 33 | SPARTA | NC | 28675 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| ALLEGHANY PARTNERSHIP FOR CHILDREN | |||||||
| 61 WEE CARE AVE | SPARTA | NC | 28675 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| ALZHEIMERS ASSOCIATION | |||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $250 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 17127 | TAMPA | FL | 33682 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHAPEL HILL BREAST CANCER FOUNDATIO | |||||||
| 1506 E FRANKLIN ST STE100 | CHAPEL HILL | NC | 27514 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DUKE CANCER INSTITUTE | |||||||
| 300 W MORGAN ST | DURHAM | NC | 27701 | N/.A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DURHAM MUSICAL TEACHERS ASSOC | |||||||
| 4364 S ALSTON 300 | DURHAM | NC | 27713 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DURHAM RESCUE MISSION | |||||||
| 1201 E MAIN ST | DURHAM | NC | 27701 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| HIGH MEADOWS CHAPEL | |||||||
| PO BOX 440 | ROARING GAP | NC | 28668 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,000 |
| HUB FARM FRIENDS OF DPS | |||||||
| 2107 HILLANDALE RD | DURHAM | NC | 27705 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| HUNTERS HELPING KIDS | |||||||
| 209 LITTLE RIVER DR | SPARTA | NC | 28675 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MEDI HOME HOSPICE ALLEGHANY CO | |||||||
| PO BOX 12 | SPARTA | NC | 28675 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MOUNTAIN PARK RURITAN | |||||||
| 1223 ZEPHYR MTN PARK RD | STATE ROAD | NC | 28676 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| ROARING GAP INV SCHOLARSHIP FUND | |||||||
| 2516 BUENA VISTA | WINSTON SALEM | NC | 27104 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| SANDLEWOOD FOOD PANTRY | |||||||
| 114 BEACH CITY ROAD | HILTON HEAD | SC | 29926 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| ST FRANCIS PATHWAYS | |||||||
| 1250 B GRUMMAN PL | TITUSVILLE | FL | 32940 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| TEMPLE BAPTIST CHURCH | |||||||
| 2121 UMSTEAD ROAD | DURHAM | NC | 27712 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,900 |
| TISCH BRAIN CENTER DUKE MEDICAL | |||||||
| DUMC BOX 3624 | DURHAM | NC | 27710 | N/A | PC | RELIGIOUS, MEDICAL OR EDCUATIONAL | $200 |
| UNC POWER OF PINK | |||||||
| 123 W FRANKLIN ST | CHAPEL HILL | NC | 27517 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| WATERFRONT BOTANICAL GARDENS | |||||||
| PO BOX 5056 | LOUISVILLE | KY | 40255 | N/A | PC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,921 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,265 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,265 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | PROCEEDS TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITIES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE W JANET C KNOTT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $81,458 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 132 SHRS ALBEMARLE CORP | $37,545 | 2022-11-23 |
| 1 | 68 SHRS ACCENTURE PLC | $20,019 | 2022-11-23 |
| 1 | 146 SHRS WASTE MGMT | $23,894 | 2022-11-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $925 | Amt |
| Net Investment Income | $832 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $93 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $896,187 | EOYBookValueAmt |
| EOYFMV | $1,531,736 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $157 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| DIRECTORS MEETING | $213 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $280 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVEST ADVISORY FEES | $3,250 | $3,250 |
| LEGAL NOTICE FEE | $59 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W JANET C KNOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $1,319 | |
| FOREIGN TAXES PAID | $96 | $96 |