ERNEST A KOURY FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: ERNEST A KOURY FAMILY FOUNDATION INC (EIN 20-0443049)
Tax period: 2020-10-01 to 2021-09-30
Filed: 2022-06-15
IRS object ID: 202211669349100906
Schema version: 2020v4.2
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
Accounting Fees Schedule
Applied To Prior Year Election
Investments Corp Stock Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-06-15T14:07:15-05:00	ReturnTs
Tax Period End	2021-09-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	560587953	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GILLIAM BELL MOSER LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 621	AddressLine1Txt
City	BURLINGTON	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	272160621	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	200443049	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ERNEST A KOURY FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ERNE	BusinessNameControlTxt
Phone	3365702129	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	POST OFFICE BOX 850	AddressLine1Txt
City	BURLINGTON	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	272160850	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MILTOM E PETTY	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	3365702129	PhoneNum
Signature	2022-06-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MILTOM	PersonFirstNm
Person Last	PETTY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	J BRADLEY MOSER	PreparerPersonNm
PTIN	P00024209	PTIN
Phone	3362276283	PhoneNum
Preparation	2022-06-07	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	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,060,841	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
Interest On Sav Rev And Expnss	$3,830	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$3,830	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$9,021	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$9,021	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$12,851	TotalRevAndExpnssAmt
Total Net Invst Incm	$12,851	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	$3,610	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$257	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$3,867	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$225,600	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$225,600	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$229,467	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$225,600	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$216,616	ExcessRevenueOverExpensesAmt
Net Investment Income	$12,851	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,050,560	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,833,944	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,833,944	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$196,067	CorporateStockBOYAmt
Corporate Stock EOY	$196,067	CorporateStockEOYAmt
Corporate Stock EOYFMV	$226,897	CorporateStockEOYFMVAmt
Total Assets BOY	$3,246,627	TotalAssetsBOYAmt
Total Assets EOY	$3,030,011	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,060,841	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	$3,246,627	RetainedEarningBOYAmt
Retained Earning EOY	$3,030,011	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,246,627	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,030,011	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,246,627	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,030,011	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,246,627	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$216,616	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$3,030,011	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,030,011	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$179	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$179	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$179	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$179	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$179	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$0	TaxDueAmt

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	MILTOM E PETTY	IndividualWithBooksNm
Phone	3365702129	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	TUCKER STREET EXTENSION	AddressLine1Txt
City	BURLINGTON	CityNm
State Abbreviation	NC	StateAbbreviationCd
ZIP	27215	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 (4 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
ERNEST A KOURY JR
TUCKER STREET EXTENSION	BURLINGTON	NC	27215	VICE PRESIDENT/DIRECTOR	1.00	$0	$0	$0
BRADFORD A KOURY
TUCKER STREET EXTENSION	BURLINGTON	NC	27215	VICE PRESIDENT/DIRECTOR	0.00	$0	$0	$0
TEENA M KOURY
TUCKER STREET EXTENSION	BURLINGTON	NC	27215	VICE PRESIDENT/DIRECTOR	0.00	$0	$0	$0
MILTOM E PETTY
TUCKER STREET EXTENSION	BURLINGTON	NC	27215	SEC/TREAS/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	$223,766	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,000,720	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,224,486	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,224,486	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$48,367	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,176,119	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$158,806	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$158,806	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$179	TaxBasedOnInvestmentIncomeAmt
Total Tax	$179	TotalTaxAmt
Distributable Before Adj	$158,627	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$158,627	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$158,627	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$225,600	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$225,600	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$225,600	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$158,627	DistributableAsAdjustedAmt
Undistributed Income PY	$160,414	UndistributedIncomePYAmt
Prior Year1	2018	PriorYear1Yr
Total For Prior Years	$62,748	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$225,600	QualifyingDistributionsAmt
Applied To Year1	$160,414	AppliedToYear1Amt
Applied To Prior Years	$62,748	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$2,438	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	$156,189	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

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BLESSED SACRAMENT CHURCH
1620 HANFORD ROAD	GRAHAM	NC	27253	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$12,600
ELON UNIVERSITY
2615 CAMPUS BOX	ELON	NC	27514	NONE	501(C)(3) NONPROFIT	EDUCATION AND TO FUND SCHOLARSHIPS.	$15,000
NC MARINE & ESTUARY FOUNDATION
1101 HAYNES STREET SUITE 102	RALEIGH	NC	27604	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$40,000
POSITIVE ATTITUDE YOUTH CENTER
229 N GRAHAM-HOPEDALE RD	BURLINGTON	NC	27215	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$2,000
SALVATION ARMY BOYS & GIRLS CLUB
PO BOX 1238	BURLINGTON	NC	27216	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$20,000
LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200	RYE BROOK	NY	10573	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$1,000
THE BURLINGTON SCHOOL
1615 GREENWOOD TERRACE	BURLINGTON	NC	27215	NONE	501(C)(3) NONPROFIT	EDUCATION.	$25,000
NC STATE VETERINARY MEDICAL FOUNDATION
1060 WILLIAM MOORE DRIVE	RALEIGH	NC	27607	NONE	501(C)(3) NONPROFIT	EDUCATION AND TO FUND SCHOLARSHIPS.	$50,000
NORTH CAROLINA WILDLIFE HABITAT FOUNDATION
PO BOX 29187	GREENSBORO	NC	27429	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$25,000
PET ADOPTION AND WELFARE SOCIETY
PO BOX 2440	BURLINGTON	NC	27216	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$5,000
ALAMANCE-BURLINGTON SCHOOL SYSTEM ELON ELEMENTARY GARDEN FUND
1712 VAUGHN ROAD	BURLINGTON	NC	27215	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$5,000
WESTERN ALAMANCE ZONE BAND BOOSTERS
PO BOX 62	ELON	NC	27244	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$5,000
PEG'S PJS
2228 WALKER AVENUE	BURLINGTON	NC	27215	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$3,500
ALAMANCE COUNTY SILENT WITNESS PROGRAM CRIMESTOPPERS
267 W FRONT STREET	BURLINGTON	NC	27215	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$5,000
ALAMANCE REGIONAL CHARITABLE FOUNDATION
PO BOX 202	BURLINGTON	NC	27216	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$10,000
RALPH SCOTT LIFESERVICES
408 W TRADE STREET	BURLINGTON	NC	27215	NONE	501(C)(3) NONPROFIT	TO AID IN ORGANIZATION'S PROGRAMS.	$1,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$225,600	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,830	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$9,021	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$12,851	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$12,851	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,610	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

Field	Value	IRS element (for citing)
Election	PER REGULATION SECTION 53.4942(A)-3(D)(2), THE FOUNDATION IS ELECTING TO APPLY $62,748 OF THE QUALIFYING DISTRIBUTIONS IN THE FISCAL YEAR ENDING 9/30/2021 TO THE UNDISTRIBUTED INCOME REMAINING FOR THE 2018 TAX YEAR.	ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	2325 SHARES OF DUKE ENERGY	StockNm
EOY Book Value	$196,067	EOYBookValueAmt
EOYFMV	$226,897	EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FORM 990PF - 2019 TAX YEAR	CategoryTxt
Amt	$257	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

ERNEST A KOURY FAMILY FOUNDATION INC: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Applied To Prior Year Election AppliedToPriorYearElection

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments