RIDDLE FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RIDDLE FAMILY FOUNDATION (EIN 46-1430893)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-26
- IRS object ID
- 202311469349100406
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-26T08:23:48-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204831046 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIR ISLE ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORWALK STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27407 | 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 | 461430893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIDDLE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RIDD | BusinessNameControlTxt |
| Phone | 9108643135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 MORGANTON RD SUITE 150 | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH P RIDDLE III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9108643135 | PhoneNum |
| Signature | 2023-05-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | RIDDLE III | 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 | LESLIE L ANDERSON | PreparerPersonNm |
| PTIN | P00021396 | PTIN |
| Phone | 3364822444 | PhoneNum |
| Preparation | 2023-05-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $2,347,966 | 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 | $146,543 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $46,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,777,183 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,346 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $165 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $165 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $249,184 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,422 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,141 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,141 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $44,636 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,636 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,722 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,636 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,141 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,176 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,176 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,636 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,317 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $115,509 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,434 | CashBOYAmt |
| Cash EOY | $48,362 | CashEOYAmt |
| Cash EOYFMV | $48,362 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $33,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,781 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,781 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $157,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $282,793 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $286,462 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,051,866 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,881,367 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,853,408 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,953 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,953 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,256,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,372,256 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,347,966 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $2,256,878 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,372,256 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,256,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,372,256 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,256,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,372,256 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,256,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $115,509 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,372,387 | SubtotalAmt |
| Other Decreases | $131 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,372,256 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $3,890,679 | $3,913,388 | -$22,709 | -$22,709 | |
| K-1: SAM RISK MANAGED FUND LLC-MARIN INCOME | $64,638 | $64,638 | P | ||
| K-1: SAM RISK MANAGED FUND LLC-APPEL EQUITY | $18,403 | $18,403 | P | ||
| PUBLICLY TRADED SECURITIES | $1,864,412 | $1,874,557 | -$10,145 | -$10,145 | |
| K-1: SAM RISK MANAGED FUND LLC-MARIN INCOME | $9,320 | $9,320 | P | ||
| K-1: SAM RISK MANAGED FUND LLC-APPEL EQUITY | -$25,253 | -$25,253 | P | ||
| CAPITAL GAINS DIVIDENDS | $22,092 | $22,092 | $22,092 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,346 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $803 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $803 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,636 | 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 | $1,636 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $833 | OverpaymentAmt |
| Applied To ES Tax | $833 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DIANE HARRELL | IndividualWithBooksNm |
| Phone | 9108643135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4200 MORGANTON RD SUITE 150 | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28314 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH P RIDDLE III | ||||||||
| 4200 MORGANTON RD SUITE 150 | FAYETTEVILLE | NC | 28314 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TRINA THOMPSON RIDDLE | ||||||||
| 4200 MORGANTON RD SUITE 150 | FAYETTEVILLE | NC | 28314 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $1,404,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $476,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $530,180 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,411,440 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,411,440 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,375,268 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,763 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $803 | TotalTaxAmt |
| Distributable Before Adj | $117,960 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,960 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,960 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,317 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,317 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,960 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $83,702 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,317 | QualifyingDistributionsAmt |
| Applied To Year1 | $83,702 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,615 | 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 | $115,345 | 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 | JOSEPH P RIDDLE III RIDDLE FAMILY F | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 NORWALK STREET | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9108643135 | RecipientPhoneNum |
| Form And Info And Materials | THE FORM SHOULD BE SUBMITTED IN WRITING. PLEASE INCLUDE NAME AND ADDRESS, ORGANIZATIONAL STRUCTURE, IRS RULING STATEMENT, AND A DESCRIPTION OF THE ACTIVITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAPE FEAR REGIONAL THEATRE | |||||||
| 1209 HAY STREET | FAYETTEVILLE | NC | 28305 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $5,000 |
| CEED | |||||||
| PO BOX 2384 | FAYETTEVILLE | NC | 28312 | NONE | PC | SUPPORT OPERATIONS | $5,000 |
| CHILD ADVOCACY | |||||||
| 222 ROWAN STREET | FAYETTEVILLE | NC | 28302 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,500 |
| COMMUNITY CONCERTS OF FAYETTEVILLE | |||||||
| 1960 COLLISEUM DRIVE | FAYETTEVILLE | NC | 28306 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,500 |
| CONNECTIONS OF CUMBERLAND COUNTY | |||||||
| 119 N COOL SPRING ST | FAYETTEVILLE | NC | 28301 | NONE | PC | SUPPORT RESOURCE CENTER FOR AIDING HOMELESS WOMEN AND CHILDREN | $7,000 |
| FALCONS CHILDREN HOME | |||||||
| PO BOX 39 | FALCON | NC | 28342 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,000 |
| FRIENDSHIP COMMUNITY GARDENS | |||||||
| 4274 BRYAN STREET PO BOX 53908 | FAYETTEVILLE | NC | 28305 | NONE | PC | SUPPORT DEVELOPMENT OF COMMUNITY GARDEN | $2,000 |
| JDRF | |||||||
| 25 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION - REVERSAL OF PRIOR YEAR GRANT | $1,000 |
| MEREDITH COLLEGE | |||||||
| 3800 HILLSBOROUGH ST | RALEIGH | NC | 27607 | NONE | PC | SUPPORT OF EDUCATIONAL INSTITUTION | $1,500 |
| MILLER'S CREW | |||||||
| 407 MIRROR LAKE PL | FAYETTEVILLE | NC | 28303 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $4,000 |
| PARTNERSHIP FOR CHILDREN OF CUMBERLAND COUNTY | |||||||
| 351 WAGONER DR SUITE 200 | FAYETTEVILLE | NC | 28303 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,000 |
| SALVATION ARMY | |||||||
| 220 EAST RUSSELL ST | FAYETTEVILLE | NC | 28301 | NONE | PC | SUPPORT OPERATIONS AND MISSIONS OF ORGANIZATION | $4,500 |
| SECOND HARVEST FOOD BANK (ACTION PATHWAYS) | |||||||
| 406 DEEP CREEK RD | FAYETTEVILLE | NC | 28312 | NONE | PC | SUPPORT FOOD BANK | $5,000 |
| TEAM ADDO INC | |||||||
| 599 MARMORA AVENUE | TAMPA | FL | 33606 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $500 |
| THE CARE CLINIC | |||||||
| 239 ROBESON STREET | FAYETTEVILLE | NC | 28305 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,500 |
| THE UNIVERSITY OF NC AT PEMBROKE | |||||||
| ONE UNIVERSITY DR | PEMBROKE | NC | 28372 | NONE | PC | SUPPORT OPERATIONS OF EDUCATIONAL INSTITUTION | $2,500 |
| VILLAGE CHRISTIAN ACADEMY | |||||||
| 908 S MCPHERSON CHURCH ROAD | FAYETTEVILLE | NC | 28303 | NONE | PC | SUPPORT OF EDUCATIONAL INSTITUTION | $1,000 |
| WOMENS GIVING CIRCLE | |||||||
| 308 GREEN STREET PO BOX 2345 | FAYETTEVILLE | NC | 28302 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $550 |
| FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE FOUNDATION | |||||||
| 2201 HULL RD PO BOX 35236 | FAYETTEVILLE | NC | 28303 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $3,300 |
| FRIENDS OF CAPE FEAR BOTANICAL GARDENS | |||||||
| 536 N EASTERN BLVD | FAYETTEVILLE | NC | 28301 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,125 |
| WELLS MCRAE CAIN CHARITABLE FOUNDATION | |||||||
| 3655 HAYFIELD ROAD | WADE | NC | 28395 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $350 |
| HEATHER HARPER TREAT MEMORIAL FUND | |||||||
| PO BOX 98 | VIENNA | IL | 62995 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| ARMY AVIATION ASSOCIATION OF AMERICA | |||||||
| 593 MAIN STREET | MONROE | CT | 06468 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $850 |
| DOGWOOD FESTIVAL INC | |||||||
| 222 HAY STREET | FAYETTEVILLE | NC | 28301 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| KIWANIS CLUB OF FAYETTEVILLE NC | |||||||
| 352 DEVERS STREET | FAYETTEVILLE | NC | 28303 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,000 |
| OPERATION BLESSINGS OF FAYETTEVILLE INC | |||||||
| 1337 RAMSEY STREET | FAYETTEVILLE | NC | 28301 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| STAN THE MAN FOUNDATION INC | |||||||
| 2615 TAYLORS CHAPEL ROAD | DUNN | NC | 28334 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| FIRST RESPONDER SUPPORT FUND LTD | |||||||
| 3005 BANKHEAD DRIVE | FAYETTEVILLE | NC | 28312 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $5,000 |
| WOMEN OF POWER SOCIETY OF NC | |||||||
| 5407 A RAMSEY STREET | FAYETTEVILLE | NC | 28311 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,500 |
| TOYS FOR TOTS | |||||||
| 18251 QUANTICO GATEWAY DRIVE | TRIANGLE | VA | 22172 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $500 |
| CAPE FEAR VALLEY HOSPITAL FOUNDATION | |||||||
| 3130 GILLESPIE STREET | FAYETTEVILLE | NC | 28306 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,501 |
| METHODIST UNIVERSITY INC | |||||||
| 5400 RAMSEY STREET | FAYETTEVILLE | NC | 28302 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| CAMP ALBERMARLE | |||||||
| PO BOX 1612 | BERN | NC | 28563 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $500 |
| CUMBERLAND COUNTY COUNCIL ON OLDER ADULTS | |||||||
| 339 DEVERS STREET | FAYETTEVILLE | NC | 28303 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| BETTER HEALTH OF CUMBERLAND COUNTY INC | |||||||
| 1422 BRAGG BLVD | FAYETTEVILLE | NC | 28301 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| MYROVER-REESE FELLOWSHIP HOMES INC | |||||||
| PO BOX 43205 | FAYETTEVILLE | NC | 28306 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $2,000 |
| FAYETTEVILLE AREA YFC | |||||||
| PO BOX 43205 | FAYETTEVILLE | NC | 28309 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| BOYS AND GIRLS CLUBS OF CUMBERLAND COUNTY | |||||||
| 3475 CUMBERLAND ROAD | FAYETTEVILLE | NC | 28309 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| VISION RESOURCE CENTER | |||||||
| 2736 CEDAR CREEK ROAD | FAYETTEVILLE | NC | 28312 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| THE SCHOOL OF HOPE | |||||||
| 111 BURNS STREET | FAYETTEVILLE | NC | 28301 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $500 |
| SIGMA NU EDUCATIONAL FOUNDATION INC | |||||||
| PO BOX 1869 | LEXINGTON | VA | 24450 | NONE | PC | SUPPORT OPERATIONS OF ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,176 | 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 | $46,130 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,346 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $102,641 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,641 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP RIDDLE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2709 THORNGROVE CT | AddressLine1Txt |
| City | FAYETTEVILLE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $146,543 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,141 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,141 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - EQUITIES | StockNm |
| EOY Book Value | $282,793 | EOYBookValueAmt |
| EOYFMV | $286,462 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERIPRISE FINANCIAL (JPR) - MUTUAL FUNDS | AT COST | $617,783 | $608,939 |
| AMERIPRISE FINANCIAL (RFF) - MUTUAL FUNDS | AT COST | $1,263,584 | $1,244,469 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIVIDEND RECEIVABLE | $5,753 | $5,753 |
| ESTIMATED TAX | $1,200 | $1,200 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENT | Desc |
| Amt | $131 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| AMERIPRISE (3962) - OTHER INCOME | $53 | $53 | $53 |
| AMERIPRISE (5176) - OTHER INCOME | $112 | $112 | $112 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $28,797 | $28,797 | $0 |
| K-1: SAM RISK MANAGED FUND LLC-MARIN INCOME | $9,492 | $9,492 | $0 |
| K-1: SAM RISK MANAGED FUND LLC-APPEL EQUITY | $6,347 | $6,347 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,722 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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