DURHAM LIBRARY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DURHAM LIBRARY FOUNDATION (EIN 56-2189129)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-06-02
- IRS object ID
- 202511539349300206
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-02T07:16:28-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561445619 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEAL BRADSHER & TAYLOR PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4721 EMPEROR BOULEVARD SUITE 130 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562189129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURHAM LIBRARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DURH | BusinessNameControlTxt |
| Phone | 9198866752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25246 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAM NICHOLS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9197499309 | PhoneNum |
| Signature | 2025-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL CLONCH | PreparerPersonNm |
| PTIN | P01380043 | PTIN |
| Phone | 9194893369 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SAM NICHOLS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25246 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,411,074 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DURHAMLIBRARYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION ENHANCES COUNTY FUNDING OF PUBLIC LIBRARY SERVICES AND FACILITIES IN DURHAM COUNTY, NORTH CAROLINA BY SECURING, MAINTAINING, AND EXPENDING OR DONATING TO THE COUNTY LIBRARY SYSTEM FOR ITS EXPENDITURE, RESOURCES FROM OTHER SOURCES, BOTH PUBLIC AND PRIVATE. THE OBJECTIVE IS TO PROVIDE A MARGIN OF EXCELLENCE, BEYOND THAT ATTAINABLE FROM COUNTY FUNDING ALONE, FOR THE COUNTY LIBRARY SYSTEM IN ITS SERVICES TO ITS PUBLIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $294,651 | PYContributionsGrantsAmt |
| CY Contributions Grants | $222,676 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $95,855 | PYInvestmentIncomeAmt |
| CY Investment Income | $893,247 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,599 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $392,105 | PYTotalRevenueAmt |
| CY Total Revenue | $1,115,923 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $187,042 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $111,547 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $63,496 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $67,305 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,700 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $70,150 | PYOtherExpensesAmt |
| CY Other Expenses | $96,664 | CYOtherExpensesAmt |
| PY Total Expenses | $320,688 | PYTotalExpensesAmt |
| CY Total Expenses | $275,516 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $71,417 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $840,407 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,303,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,045,846 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,654 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,351 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,299,146 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,935,495 | NetAssetsOrFundBalancesEOYAmt |
| Mission | MISSION - THE MISSION OF THE DURHAM LIBRARY FOUNDATION IS TO PROVIDE A MARGIN OF EXCELLENCE FOR DURHAM COUNTY LIBRARY. OUR GOAL TO CLOSE THE GAP BETWEEN NEED AND COUNTY FUNDING IS ACCOMPLISHED BY INVESTMENT MANAGEMENT AND RESOURCE DEVELOPMENT, INCLUDING ANNUAL GIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,202 | ExpenseAmt |
| Grant | $14,112 | GrantAmt |
| Desc | PROGRAMS - THE FOUNDATION SUPPORTS LIBRARY EVENTS AND SERVICES THAT FEATURE NATIONAL AND LOCAL PRESENTERS IN HUMANITIES, CHILDREN'S LITERACY, AND FUNDING FOR COLLECTIONS AND TECHNOLOGY. LIBRARY FEST, AN ANNUAL ONE-WEEK, FULL COMMUNITY CELEBRATION OF LIBRARIES, SERVED MANY CITIZENS IN 2024. FUNDS PROVIDED FOR DIGITIZATION OF THE NORTH CAROLINA COLLECTION WILL INCREASE THE ACCESSIBILITY OF THOSE MATERIALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $89,192 | ExpenseAmt |
| Grant | $65,551 | GrantAmt |
| Desc | ADULT HUMANITIES - THE FOUNDATION'S HISTORY BEGAN WITH STRONG SUPPORT FROM THE NATIONAL ENDOWMENT FOR HUMANITIES AND LOCAL CONTRIBUTIONS IN 2007. SINCE THEN, HUNDREDS OF PRESENTATIONS HAVE FEATURED INTERNATIONAL, NATIONAL, AND LOCAL EXPERTS OF SUBJECTS INCLUDING THE ARTS, MUSIC, LOCAL HISTORY, RELIGION, LITERATURE, AND CULTURE. PROGRAMS ARE OFTEN DEVELOPED IN PARTNERSHIP WITH OUR MANY LOCAL ARTS AND HUMANITIES ORGANIZATIONS, NONPROFITS, AND INSTITUTIONS. IN ADDITION, THE FOUNDATION SUPPORTS PROJECTS FROM UNRESTRICTED FUNDS WHICH ARE OUTSIDE THE PURPOSES OF ENDOWMENT FUNDS, SUCH AS DIGGING DURHAM, A SEED LIBRARY FREE FOR DURHAM CITIZENS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,382 | ExpenseAmt |
| Grant | $31,883 | GrantAmt |
| Desc | CHILDREN'S LITERACY - SUPPORT FOR CHILDREN'S LITERACY INCLUDES COLLECTIONS DEVELOPMENT AND PROGRAMS. E-AUDIO IS A GROWING NEED IN THE CHILDREN'S AREA. FUNDS WERE PROVIDED FOR CHILDREN'S BOOKS THAT ARE SOUND ENABLED WITHOUT THE AID OF A DEVICE. ADDITIONALLY, SUMMER READING AND CHILDREN'S ACTIVITIES IN LIBRARY FEST RECEIVE SUBSTANTIAL FUNDING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $151,776 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAREN WELLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9197499309 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25246 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ARTHUR ROGERS | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LIZ GUSTAFSON | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNINGS BRODY | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAM NICHOLS | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN BOWMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARL BROWN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN CRAVER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN EMMOMS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE KEIR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NORMA MARTIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATE MEDLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DESIREE PALMER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLORIA QUICK | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH RUDERMAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIS P WHICHARD | ||||||
| BOARD OF TRUSTEES REPRESEN | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY JACKSON | ||||||
| FRIENDS REPRESENTATION | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN WELLS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $60,753 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $60,753 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $222,676 | AllOtherContributionsAmt |
| Noncash Contributions | $10,795 | NoncashContributionsAmt |
| Total Contributions | $222,676 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $182,769 | TotalRevenueColumnAmt |
| Exclusion | $182,769 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,005,629 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,295,151 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $710,478 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $710,478 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $710,478 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,115,923 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $710,478 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $182,769 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,547 | TotalAmt |
| Program Services | $111,547 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,522 | TotalAmt |
| Program Services | $18,756 | ProgramServicesAmt |
| Management And General | $25,009 | ManagementAndGeneralAmt |
| Fundraising | $18,757 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,783 | TotalAmt |
| Program Services | $1,435 | ProgramServicesAmt |
| Management And General | $1,913 | ManagementAndGeneralAmt |
| Fundraising | $1,435 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,120 | TotalAmt |
| Management And General | $14,120 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,150 | TotalAmt |
| Management And General | $24,150 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,372 | TotalAmt |
| Program Services | $11,186 | ProgramServicesAmt |
| Management And General | $4,474 | ManagementAndGeneralAmt |
| Fundraising | $6,712 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,527 | TotalAmt |
| Program Services | $1,958 | ProgramServicesAmt |
| Management And General | $1,958 | ManagementAndGeneralAmt |
| Fundraising | $2,611 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,866 | TotalAmt |
| Program Services | $3,809 | ProgramServicesAmt |
| Management And General | $5,214 | ManagementAndGeneralAmt |
| Fundraising | $4,843 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,033 | TotalAmt |
| Management And General | $2,033 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SPECIAL EVENTS | $11,158 | $3,085 | $3,085 | $4,988 |
| MISCELLANEOUS | $2,438 | $1,084 | $1,354 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275,516 | TotalAmt |
| Program Services | $151,776 | ProgramServicesAmt |
| Management And General | $83,040 | ManagementAndGeneralAmt |
| Fundraising | $40,700 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $140,070 | BOYAmt |
| EOY | $167,455 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,828 | BOYAmt |
| EOY | $346,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610 | BOYAmt |
| EOY | $10,562 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,008,292 | BOYAmt |
| EOY | $5,521,421 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,800 | BOYAmt |
| EOY | $6,045,846 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,377 | BOYAmt |
| EOY | $107,986 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,277 | BOYAmt |
| EOY | $2,365 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,654 | BOYAmt |
| EOY | $110,351 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $962,922 | BOYAmt |
| EOY | $1,126,357 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,336,224 | BOYAmt |
| EOY | $4,809,138 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,299,146 | BOYAmt |
| EOY | $5,935,495 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,303,800 | BOYAmt |
| EOY | $6,045,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $840,407 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$204,058 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $297,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $294,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,676 | CurrentTaxYearAmt |
| Total | $1,482,240 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $380,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $286,657 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $297,566 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $294,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $222,676 | CurrentTaxYearAmt |
| Total | $1,482,240 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $264,005 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,218,235 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $100,385 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $86,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,529 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,769 | CurrentTaxYearAmt |
| Total | $597,102 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,079,342 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $16,380 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58590 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,194,107 | BeginningYearBalanceAmt |
| Contributions | $72,315 | ContributionsAmt |
| Investment Earnings Or Losses | $536,403 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $106,005 | OtherExpendituresAmt |
| End Year Balance | $4,696,820 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,898,886 | BeginningYearBalanceAmt |
| Contributions | $24,811 | ContributionsAmt |
| Investment Earnings Or Losses | $350,542 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $80,132 | OtherExpendituresAmt |
| End Year Balance | $4,194,107 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,370,924 | BeginningYearBalanceAmt |
| Contributions | $27,337 | ContributionsAmt |
| Investment Earnings Or Losses | -$381,445 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $117,930 | OtherExpendituresAmt |
| End Year Balance | $3,898,886 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,419,210 | BeginningYearBalanceAmt |
| Contributions | $39,905 | ContributionsAmt |
| Investment Earnings Or Losses | $1,001,389 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $89,580 | OtherExpendituresAmt |
| End Year Balance | $4,370,924 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,481,491 | BeginningYearBalanceAmt |
| Contributions | $25,208 | ContributionsAmt |
| Investment Earnings Or Losses | $4,801 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,290 | OtherExpendituresAmt |
| End Year Balance | $3,419,210 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS | Desc |
| Book Value | $5,521,421 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,521,421 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| Amt | $2,365 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,365 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS CONSIDERED THE TAX POSITIONS TAKEN IN ITS TAX RETURNS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE FOUNDATION IN ITS FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. GENERALY, THE FOUNDATION'S TAX RETURNS REMAIN OPEN FOR THREE YEARS FOR EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, IT DID NOT RECOGNIZE ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DURHAM COUNTY LIBRARY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N ROXBORO STREET | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 566000297 | RecipientEIN |
| Cash Grant | $111,547 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | LIBRARY PROGRAMS | PurposeOfGrantTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM WITH THE ASSISTANCE OF THE BOARD TREASURER. UPON COMPLETION, THE FORM 990 IS PRESENTED TO THE COMMITTEE ON FINANCE FOR THEIR REVIEW AND APPROVAL. ONCE APPROVED BY THE COMMITTEE ON FINANCE, THE FORM 990 IS PRESENTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL. THEN THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS SIGN AN ANNUAL CONFLICT OF INTEREST DOCUMENT. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL DOCUMENTS AND TAX RETURNS ARE MADE AVAILABLE UPON REQUEST BY CONTACTING THE ORGANIZATION AT THE FOLLOWING ADDRESS: DURHAM LIBRARY FOUNDATION PO BOX 25246 DURHAM, NC 27702 |
| PART XII, LINE 2C | NO CHANGES WERE MADE BY THE ORGANIZATION TO ITS OVERSIGHT OR SELECTION PROCESS. |