MARY DUKE BIDDLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARY DUKE BIDDLE FOUNDATION (EIN 13-6068883)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349104254
- Schema version
- 2021v4.2
- 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
- Schedule B
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T13:38:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH ROAD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136068883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY DUKE BIDDLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | MISSION POST #101 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9194935591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL STREET | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIMI O'BRIEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9194935591 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MIMI | PersonFirstNm |
| Person Last | OBRIEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN MCDUFFIE | PreparerPersonNm |
| PTIN | P00098611 | PTIN |
| Phone | 9199428700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $45,285,610 | 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 | $15,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33,116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33,116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $450,735 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $450,735 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$11,037 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,318,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,318,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,318,730 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $804,254 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $804,254 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,621,835 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,606,835 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $211,145 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,115 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $190,031 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $62,276 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,228 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,048 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,583 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,458 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $31,125 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $42,902 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,177 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,725 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $17,356 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17,356 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,735 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,593 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,336 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $156 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $32,313 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $32,313 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,490 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $149 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,341 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $622,807 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $561,022 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61,785 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,076,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $643,098 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $397,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,297,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,297,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,374,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $643,098 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,695,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,247,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,963,737 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $184,968 | CashBOYAmt |
| Cash EOY | $33,829 | CashEOYAmt |
| Cash EOYFMV | $33,829 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,240,947 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,549,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,549,174 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $38,658,043 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,699,687 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,699,687 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,722 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,722 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $172 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $2,449 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,920 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,920 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,086,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,285,610 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,285,610 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $40,081,579 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $45,275,610 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,081,579 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,275,610 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,086,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $45,285,610 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,081,579 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,247,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,946,459 | OtherIncreasesAmt |
| Subtotal | $45,275,610 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,275,610 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| TIFF MULTI ASSET | P | $16,230 | $16,230 | $16,230 |
| TIFF KEYSTONE K-1 | P | $324,871 | $324,871 | $324,871 |
| TIFF KEYSTONE K-1 | P | $621 | $621 | $621 |
| TIFF KEYSTONE K-1 | P | $3,977,008 | $3,977,008 | $3,977,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,318,730 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,996 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,996 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,996 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $34,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $70,520 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $629 | EsPenaltyAmt |
| Overpayment | $895 | OverpaymentAmt |
| Applied To ES Tax | $895 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | NY | 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 | MDBF.ORG | WebsiteAddressTxt |
| Individual With Books | MIMI O'BRIEN | IndividualWithBooksNm |
| Phone | 9194935591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL ST | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET MIMI O'BRIEN | ||||||||
| 318 BLACKWELL STREET SUITE 130 | DURHAM | NC | 27701 | EXECUTIVE DIRECTOR | 40.00 | $173,925 | $5,220 | $0 |
| DR YOMI ADIGUN | ||||||||
| 280 SOUTH MANGUM STREET SUITE 210 | DURHAM | NC | 27701 | TRUSTEE | 5.00 | $4,000 | $0 | $0 |
| C RUSSELL BRYAN | ||||||||
| 2139 NORTON ROAD | CHARLOTTE | NC | 28207 | VICE PRESIDENT | 5.00 | $4,000 | $0 | $0 |
| LOIS DELOATCH | ||||||||
| 3610 MEDFORD ROAD | DURHAM | NC | 27705 | TRUSTEE | 5.00 | $4,000 | $0 | $0 |
| N ALLISON HALTOM | ||||||||
| 3807 WESTCHESTER ROAD | DURHAM | NC | 27707 | SECRETARY | 5.00 | $4,000 | $0 | $0 |
| BEN JONES | ||||||||
| 4450 BOW MAR DRIVE | BOW MAR | CO | 80123 | CHAIR | 5.00 | $4,000 | $0 | $0 |
| JOE LUCAS | ||||||||
| 6815 SARDIS ROAD | CHARLOTTE | NC | 28270 | TRUSTEE | 5.00 | $4,000 | $0 | $0 |
| K TODD WALKER | ||||||||
| 216 BURLEIGH STREET | CHARLOTTE | NC | 28211 | TREASURER | 5.00 | $4,000 | $0 | $0 |
| CHRISTOPHER HARRIS | ||||||||
| 318 BLACKWELL STREET SUITE 130 | DURHAM | NC | 27701 | TRUSTEE | 5.00 | $4,000 | $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 | $1,756,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,504,459 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $39,422,063 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,683,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,683,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $640,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,043,074 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,102,154 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,102,154 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,996 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4,623 | IncomeTaxAmt |
| Total Tax | $73,619 | TotalTaxAmt |
| Distributable Before Adj | $2,028,535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,028,535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,028,535 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,695,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,695,204 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,028,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $411,654 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,695,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $411,654 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,283,550 | 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 | $744,985 | 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 | EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MISSIONPOST PMB 101 318 BLACKWELL | AddressLine1Txt |
| Address Line2 | STREET SUITE 130 | AddressLine2Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9194935591 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION PROVIDED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DANCE FESTIVAL | |||||||
| 715 BROAD STREET | DURHAM | NC | 27705 | NONE | PC | 2021 HISTORICAL RELATIONSHIP | $10,000 |
| ARTS ACCESS | |||||||
| 401 OBERLIN ROAD | RALEIGH | NC | 27605 | NONE | PC | SUPPORT FOR DURHAM ARTS INCLUSION PROJECT | $25,000 |
| ARTSPACE INC | |||||||
| 201 E DAVIE STREET | RALEIGH | NC | 27601 | NONE | PC | 2021 ARTS OPERATING BUDGET | $10,000 |
| AUDACITY LABS | |||||||
| 112 BROADWAY STREET | DURHAM | NC | 27701 | NONE | PC | WORK STUDY OPPORTUNITIES FOR DUKE UNDERGRADS AND ENTREPRENEURSHIP CAMP WITH DURHAM PUBLIC SCHOOLS | $5,000 |
| AUDIO UNDER THE STARS - SOUTHERN DOCUMENTARY FUND | |||||||
| PO BOX 3622 | DURHAM | NC | 27702 | NONE | PC | 2021 ARTS OPERATING GRANT | $3,000 |
| AUGUSTINE LITERACY PROJECT OF THE TRIANGLE | |||||||
| 3200 PICKETT ROAD | DURHAM | NC | 27705 | NONE | PC | K-12 EDUCATION | $5,000 |
| AUGUSTINE LITERACY PROJECT OF THE TRIANGLE | |||||||
| 3200 PICKETT ROAD | DURHAM | NC | 27706 | NONE | PC | GRANT HONORING RETIRING TRUSTEE TODD WALKER | $5,000 |
| BOOMERANG YOUTH INC | |||||||
| 825 A NORTH ESTES DRIVE | CHAPEL HILL | NC | 27514 | NONE | PC | K-12 EDUCATION | $5,000 |
| BULL CITY PERFORMING ARTS CONSERVATORY | |||||||
| 3329 CHAPEL HILL BLVD | DURHAM | NC | 27707 | NONE | PC | K-12 EDUCATION | $5,000 |
| BURNING COAL THEATRE COMPANY (LEGAL NAME DAVNER THEATRICALS) | |||||||
| 224 POLK STREET | RALEIGH | NC | 27601 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| BYNUM FRONT PORCH | |||||||
| PO BOX 381 | BYNUM | NC | 27228 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| CARIS FOUNDATION | |||||||
| 2569 BITTERSWEET DRIVE | DURHAM | NC | 27705 | NONE | PC | 2021 COVID RELIEF | $20,000 |
| CAROLINA THEATRE OF DURHAM INC | |||||||
| 309 W MORGAN STREET | DURHAM | NC | 27701 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| CENTRAL PIEDMONT COMMUNITY ACTION | |||||||
| PO BOX 626 | SILER CITY | NC | 27344 | NONE | PC | 2021 COVID RELIEF | $55,000 |
| CHATHAM COUNTY ARTS COUNCIL INC | |||||||
| PO BOX 418 | PITTSBORO | NC | 27312 | NONE | PC | BIG NIGHT IN FOR THE ARTS | $5,000 |
| CHATHAM OUTREACH ALLIANCE INC | |||||||
| PO BOX 1326 | PITTSBORO | NC | 27312 | NONE | PC | 2021 COVID RELIEF | $10,000 |
| CHRIST CHURCH UNITED METHODIST | |||||||
| 520 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| CLICK PHOTOGRAPHY FESTIVAL | |||||||
| 1340 GARDEN CREST CIRCLE | RALEIGH | NC | 27609 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| COMMOTION - COMMUNITY IN MOTION | |||||||
| 6704 WEIMER DRIVE | RALEIGH | NC | 27617 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| 322 CHAPANOKE ROAD | RALEIGH | NC | 27603 | NONE | PC | K-12 EDUCATION | $10,000 |
| COMMUNITY REMEMBRANCE COALITION-CHATHAM | |||||||
| 594 FEARRINGTON POST UNIT E | PITTSBORO | NC | 27312 | NONE | PC | MURAL TRUTH, JUSTICE AND RECONCILIATION - FEATURE BLACK HERO(ES) OF CHATHAM COUNTY | $1,500 |
| DIAMANTE INC DBA DIAMANTE ARTS & CULTURAL CENTER | |||||||
| 5104 WESTERN BLVD SUITE B | RALEIGH | NC | 27606 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| DUKE MEMORIAL UNITED METHODIST CHURCH | |||||||
| 504 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| DUKE UNIVERSITY - DUKE PERFORMANCES | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | 1) HUNGRY RIVER, A NEW SONG CYCLE BY TIFT MERRITT AND ALLISON RUSSELL EXPLORING THE HISTORY OF GOLDSBOROS CHERRY HOSPITAL; 2) ZODIAC SUITE, A MULTIDISCIPLINARY EXPLORATION OF MARY LOU WILLIAMS 1945 MASTERWORK BY JAZZ PIANIST CHRIS PATISHALL | $63,000 |
| DUKE UNIVERSITY - SARAH P DUKE GARDENS | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27709 | NONE | PC | GENERAL ANNUAL SUPPORT | $20,000 |
| DUKE UNIVERSITY HEALTH SYSTEM - ARTS & HEALTH | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27710 | NONE | PC | THE ARTIST IN RESIDENCE PROGRAM PROVIDES LIVE MUSIC FOR PATIENTS AT THE BEDSIDE, AND IN PUBLIC SPACES, AT DUKE UNIVERSITY HOSPITAL. | $45,000 |
| DUKE UNIVERSITY- NASHER MUSEUM OF ART | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27711 | NONE | PC | NASHER MUSEUM OF ART: EDUCATION, INTERNSHIP, EXHIBITIONS AND SOFTWARE SUPPORT | $105,000 |
| DUKE UNIVERSITY SCHOOL OF MEDICINE - MEDICAL SCHOOL SCHOLARSHIPS | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27712 | NONE | PC | MEDICAL SCHOLARSHIP SUPPORT | $25,000 |
| DUKE UNIVERSITY TRINITY COLLEGE OF ARTS & SCIENCES | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27713 | NONE | PC | TRINITY COLLEGE OF ARTS & SCIENCES BIDDLE ARTS INITIATIVES FOR 2021 | $252,000 |
| DURHAM ART GUILD INC | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | PC | DIVERSITY, EQUITY, ACCESSIBILITY, AND INCLUSION STRATEGY | $3,000 |
| DURHAM ARTS COUNCIL INC | |||||||
| 1058 W CLUB BLVD | DURHAM | NC | 27701 | NONE | PC | 2021 BIGHT NIGHT FOR THE ARTS | $5,000 |
| DURHAM ARTS COUNCIL INC | |||||||
| 1059 W CLUB BLVD | DURHAM | NC | 27702 | NONE | PC | EMERGING ARTISTS GRANT PROGRAM - PROFESSIONAL DEVELOPMENT GRANTS FOR INDIVIDUAL ARTISTS | $20,000 |
| DURHAM ARTS COUNCIL INC | |||||||
| 1059 W CLUB BLVD | DURHAM | NC | 27702 | NONE | PC | SUPPORT DEVELOPMENT AND COMMUNICATIONS PROGRAM | $25,000 |
| DURHAM CHILDREN'S INITIATIVE (DCI) | |||||||
| 107 N RIVER STREET | DURHAM | NC | 27703 | NONE | PC | K-12 EDUCATION | $10,000 |
| DURHAM COMMUNITY LAND TRUSTEES INC | |||||||
| 1208 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | 2021 COVID RELIEF | $2,500 |
| DURHAM NATIVITY SCHOOL | |||||||
| 1004 N MANGUM STREET | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $10,000 |
| DURHAM SYMPHONY ORCHESTRA | |||||||
| PO BOX 1993 | DURHAM | NC | 27702 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| EL FUTURO INC | |||||||
| 2020 CHAPEL HILL ROAD SUITE 23 | DURHAM | NC | 27707 | NONE | PC | K-12 EDUCATION | $10,000 |
| GASPARD&DANCERS INC | |||||||
| 106 PATHWOOD LANE | DURHAM | NC | 27705 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| GIGI'S PLAYHOUSE - RALEIGH LLC | |||||||
| 2887 JONES FRANKLIN ROAD | RALEIGH | NC | 27606 | NONE | PC | K-12 EDUCATION | $5,000 |
| HELPS EDUCATION FUND | |||||||
| CAMPUS BOX 7650 | RALEIGH | NC | 27695 | NONE | PC | K-12 EDUCATION | $10,000 |
| HISPANIC LIAISON OF CHATHAM COUNTY | |||||||
| 200 N CHATHAM STREET | SILER CITY | NC | 27344 | NONE | PC | 2021 COVID RELIEF FOR CHATHAM SOLIDARITY FUND | $10,000 |
| HISPANIC LIAISON OF CHATHAM COUNTY | |||||||
| 200 N CHATHAM STREET | SILER CITY | NC | 27344 | NONE | PC | ORGULLO LATINX PRIDE YOUTH PROGRAM | $25,000 |
| HOUSING FOR NEW HOPE | |||||||
| 18 W COLONY PLACE 250 | DURHAM | NC | 27705 | NONE | PC | 2021 COVID RELIEF | $2,500 |
| INTER-FAITH COUNCIL FOR SOCIAL SERVICE | |||||||
| 110 W MAIN STREET | CARRBORO | NC | 27510 | NONE | PC | 2021 COVID RELIEF | $10,000 |
| IRVINGTON PRESBYTERIAN CHURCH | |||||||
| 25 N BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| ISLA | |||||||
| 3326 DURHAM-CHAPEL HILL BLVD | DURHAM | NC | 27707 | NONE | PC | K-12 EDUCATION | $5,000 |
| KIDZNOTES | |||||||
| 120 MORRIS AVENUE | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $10,000 |
| KIDZU CHILDREN'S MUSEUM | |||||||
| 201 S ESTES DRIVE | CHAPEL HILL | NC | 27514 | NONE | PC | K-12 EDUCATION | $5,000 |
| LATINXED | |||||||
| PO BOX 891 | SILER CITY | NC | 27344 | NONE | PC | K-12 EDUCATION | $5,000 |
| LIBERTY ARTS INC | |||||||
| 918 PEARL STREET | DURHAM | NC | 27701 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| LOAVES AND FISHES MINISTRY INC | |||||||
| 1601 MARTIN LUTHER KING JR BLVD | RALEIGH | NC | 27610 | NONE | PC | K-12 EDUCATION | $5,000 |
| MALLARME CHAMBER PLAYERS INC | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| MARIAN CHEEK JACKSON CENTER FOR SAVING & MAKING HISTORY | |||||||
| 512 W ROSEMARY ST | CHAPEL HILL | NC | 27516 | NONE | PC | K-12 EDUCATION | $5,000 |
| MOJOAA PERFORMING ARTS COMPANY | |||||||
| PO BOX 40413 | RALEIGH | NC | 27629 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| MOVEMENT OF YOUTH DBA MENTOR NORTH CAROLINA | |||||||
| 411 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $5,000 |
| MUSEUM OF DURHAM HISTORY INC | |||||||
| 500 W MAIN STREET | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $5,000 |
| MUSICAL EMPOWERMENT | |||||||
| 117 W MAIN STREET B2 | CARRBORO | NC | 27510 | NONE | PC | K-12 EDUCATION | $5,000 |
| NORTH CAROLINA ARTS IN ACTION INC | |||||||
| 103 W WEAVER STREET | CARRBORO | NC | 27410 | NONE | PC | K-12 EDUCATION | $10,000 |
| NORTH CAROLINA CENTER FOR NONPROFITS | |||||||
| 1110 NAVAHO DRIVE | RALEIGH | NC | 27609 | NONE | PC | ANNUAL SUPPORT | $5,000 |
| NORTH CAROLINA MASTER CHORALE | |||||||
| 227 W MARTIN STREET 100 | RALEIGH | NC | 27601 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| ORANGE COUNTY ARTS COMMISSION | |||||||
| 437 DIMMOCKS MILL ROAD SUITE 17 | HILLSBOROUGH | NC | 27278 | NONE | PC | 2021 BIG NIGHT IN FOR THE ARTS | $5,000 |
| RALEIGH CAMERATA | |||||||
| 201 FISHBURN DRIVE | APEX | NC | 27523 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| RALEIGH LITTLE THEATRE | |||||||
| 301 POGUE STREET | RALEIGH | NC | 27607 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| RALEIGH SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 25878 | RALEIGH | NC | 27611 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| READ AND FEED | |||||||
| 171-10 HIGH HOUSE ROAD | CARY | NC | 27511 | NONE | PC | K-12 EDUCATION | $5,000 |
| SEEDS | |||||||
| 706 GILBERT STREET | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $15,000 |
| SENIOR PHARMASSIST INC | |||||||
| 406 RIGSBEE AVENUE 201 | DURHAM | NC | 27701 | NONE | PC | COVID RELIEF IN HONOR OF JAMES D. SEMANS | $10,000 |
| SIX FEET PHOTOGRAPHY PROJECT - CLICK PHOTOGRAPHY FESTIVAL | |||||||
| 1340 GARDEN CREST CIRCLE | RALEIGH | NC | 27609 | NONE | PC | COMMUNITY EXHIBITION OF PHOTOGRAPHS AT THE DURHAM ARTS COUNCIL | $5,000 |
| STUDENT U | |||||||
| 3116 ACADEMY ROAD | DURHAM | NC | 27707 | NONE | PC | K-12 EDUCATION | $10,000 |
| SWINGPALS INC | |||||||
| 1600 HILLANDALE ROAD | DURHAM | NC | 27705 | NONE | PC | K-12 EDUCATION | $5,000 |
| THE ART OF THE STATEUNC PRESS | |||||||
| 116 SOUTH BOUNDARY STREET | CHAPEL HILL | NC | 27514 | NONE | PC | THE ART OF THE STATE: CREATING, COLLECTING, AND CELEBRATING THE VISUAL ARTS IN NORTH CAROLINA -- BOOK | $5,000 |
| THE ARTSCENTER | |||||||
| 300-G EAST MAIN STREET | CARRBOR | NC | 27510 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| THE BEAUTIFUL PROJECT | |||||||
| 201 W MAIN STREET SUITE 100 | DURHAM | NC | 27701 | NONE | PC | 2021 ARTS OPERATING SUPPORT | $10,000 |
| THE CHAMBER ORCHESTRA OF THE TRIANGLE | |||||||
| 1213 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PC | 2021-22 SEASON SUPPORT | $10,000 |
| THE CHAMBER ORCHESTRA OF THE TRIANGLE | |||||||
| 1213 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PC | BUILDING ORGANIZATIONAL CAPACITY TO SUPPORT ARTISTIC EXPANSION AND UNDERPIN STRONG EXISTING PROGRAMS | $25,000 |
| THE RALEIGH RINGERS INC | |||||||
| 2200 E MILLBROOK ROAD | RALEIGH | NC | 27604 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| TRIANGLE ARTWORKS INC | |||||||
| 800 PARK OFFICES DRIVE 3RD FLOOR | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | 2021 ARTS OPERATING GRANT | $5,000 |
| TRIANGLE BIKEWORKS | |||||||
| 117 W MAIN STREET | CARRBORO | NC | 27510 | NONE | PC | K-12 EDUCATION | $5,000 |
| TRINITY AVENUE PRESBYTERIAN CHURCH | |||||||
| 927 W TRINITY AVENUE | DURHAM | NC | 27701 | NONE | PC | 2021 COVID RELIEF GRANT FOR THE WALLTOWN NEIGHBORHOOD MINISTRIES | $10,000 |
| UNITED ARTS COUNCIL OF RALEIGH AND WAKE COUNTY | |||||||
| PO BOX 26388 | RALEIGH | NC | 27611 | NONE | PC | BIG NIGHT IN FOR THE ARTS | $15,000 |
| UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION | |||||||
| 1522 S MAIN STREET | WINSTON SALEM | NC | 27127 | NONE | PC | UNCSA DEANS DISCRETIONARY AND CREATIVE EXCELLENCE FUND | $60,000 |
| URBAN MINISTRIES OF DURHAM INC | |||||||
| PO BOX 49 | DURHAM | NC | 27702 | NONE | PC | 2021 COVID RELIEF | $10,000 |
| VAE RALEIGHJUNETEENTH JUBILEE | |||||||
| 228 FAYETTEVILLE STREET | RALEIGH | NC | 27601 | NONE | PC | JUNETEENTH JUBILEE BLACK ART SHOW AT THE FRUIT | $5,000 |
| VILLAGE OF WISDOM | |||||||
| 600 E UMSTEAD STREET | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $10,000 |
| VOICES TOGETHER | |||||||
| 88 VILCOM CENTER SUITE 100 | CHAPEL HILL | NC | 27514 | NONE | PC | K-12 EDUCATION | $10,000 |
| WOMEN'S THEATRE FESTIVAL | |||||||
| 301 POGUE STREET | RALEIGH | NC | 27607 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| WORLD RELIEF DURHAM | |||||||
| 801 GILBERT STREET 209 | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,297,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARTSPACE INC | |||||||
| 201 E DAVIE STREET | RALEIGH | NC | 27601 | NONE | PC | 2022 ARTS OPERATING BUDGET | $10,000 |
| CLICK PHOTOGRAPHY FESTIVAL | |||||||
| 1340 GARDEN CREST CIRCLE | RALEIGH | NC | 27609 | NONE | PC | 2022 ARTS OPERATING GRANT | $10,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| 322 CHAPANOKE ROAD | RALEIGH | NC | 27603 | NONE | PC | K-12 EDUCATION | $10,000 |
| DURHAM NATIVITY SCHOOL | |||||||
| 1004 N MANGUM STREET | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $10,000 |
| DURHAM SYMPHONY ORCHESTRA | |||||||
| PO BOX 1993 | DURHAM | NC | 27702 | NONE | PC | 2022 ARTS OPERATING GRANT | $10,000 |
| EL FUTURO INC | |||||||
| 2020 CHAPEL HILL ROAD SUITE 23 | DURHAM | NC | 27707 | NONE | PC | K-12 EDUCATION | $10,000 |
| GASPARD&DANCERS INC | |||||||
| 106 PATHWOOD LANE | DURHAM | NC | 27705 | NONE | PC | 2021 ARTS OPERATING GRANT | $10,000 |
| HELPS EDUCATION FUND | |||||||
| CAMPUS BOX 7650 | RALEIGH | NC | 27695 | NONE | PC | K-12 EDUCATION | $10,000 |
| KIDZNOTES | |||||||
| 120 MORRIS AVENUE | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $10,000 |
| LIBERTY ARTS INC | |||||||
| 918 PEARL STREET | DURHAM | NC | 27701 | NONE | PC | 2022 ARTS OPERATING GRANT | $10,000 |
| MALLARME CHAMBER PLAYERS INC | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | PC | 2022 ARTS OPERATING GRANT | $10,000 |
| MOJOAA PERFORMING ARTS COMPANY | |||||||
| PO BOX 40413 | RALEIGH | NC | 27629 | NONE | PC | 2022 ARTS OPERATING GRANT | $10,000 |
| NORTH CAROLINA ARTS IN ACTION INC | |||||||
| 103 W WEAVER STREET | CARRBORO | NC | 27410 | NONE | PC | K-12 EDUCATION | $10,000 |
| STUDENT U | |||||||
| 3116 ACADEMY ROAD | DURHAM | NC | 27707 | NONE | PC | K-12 EDUCATION | $10,000 |
| THE ARTSCENTER | |||||||
| 300-G EAST MAIN STREET | CARRBOR | NC | 27510 | NONE | PC | 2022 ARTS OPERATING GRANT | $10,000 |
| THE BEAUTIFUL PROJECT | |||||||
| 201 W MAIN STREET SUITE 100 | DURHAM | NC | 27701 | NONE | PC | 2022 ARTS OPERATING SUPPORT | $10,000 |
| VILLAGE OF WISDOM | |||||||
| 600 E UMSTEAD STREET | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $10,000 |
| VOICES TOGETHER | |||||||
| 88 VILCOM CENTER SUITE 100 | CHAPEL HILL | NC | 27514 | NONE | PC | K-12 EDUCATION | $10,000 |
| WOMEN'S THEATRE FESTIVAL | |||||||
| 301 POGUE STREET | RALEIGH | NC | 27607 | NONE | PC | 2022 ARTS OPERATING GRANT | $10,000 |
| WORLD RELIEF DURHAM | |||||||
| 801 GILBERT STREET 209 | DURHAM | NC | 27701 | NONE | PC | K-12 EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,281 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,835 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $60 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $450,675 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$7,890 | UnrelatedBusinessTaxblIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$3,147 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $155,047 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $649,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $621 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,318,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $150,119 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,445,679 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,595,798 | 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 Person | MARGARET RICH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 602 EAST ROSEMARY STREET | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $15,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| RUG | 2007-11-01 | $2,310 | $2,310 | 200DB | 5.000000000000 | $0 | $0 |
| PRINTER | 2011-05-03 | $269 | 200DB | 5.000000000000 | $0 | $0 | |
| DESK CHAIR | 2013-01-28 | $269 | $134 | 200DB | 5.000000000000 | $0 | $0 |
| PHONE EQUIPMENT | 2013-08-30 | $1,370 | $685 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-07-28 | $1,375 | $648 | 200DB | 5.000000000000 | $39 | $0 |
| COMPUTER EQUIPMENT | 2016-08-01 | $1,868 | $881 | 200DB | 5.000000000000 | $53 | $0 |
| COMPUTER EQUIPMENT | 2016-09-08 | $1,189 | $559 | 200DB | 5.000000000000 | $35 | $0 |
| PROJECTOR | 2017-01-12 | $720 | $316 | 200DB | 5.000000000000 | $29 | $0 |
| OFFICE CHAIRS | 2017-12-28 | $1,817 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER EQUIPMENT | 2020-09-30 | $3,534 | 200DB | 5.000000000000 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF MULTI-ASSET FUND | FMV | $1,805,590 | $1,805,590 |
| TIFF KEYSTONE FUND | FMV | $41,894,097 | $41,894,097 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| RUG | $2,310 | $2,310 | $0 |
| PRINTER | $269 | $269 | $0 |
| DESK CHAIR | $269 | $269 | $0 |
| PHONE EQUIPMENT | $1,370 | $1,370 | $0 |
| COMPUTER EQUIPMENT | $1,375 | $1,375 | $0 |
| COMPUTER EQUIPMENT | $1,868 | $1,868 | $0 |
| COMPUTER EQUIPMENT | $1,189 | $1,189 | $0 |
| PROJECTOR | $720 | $705 | $15 |
| OFFICE CHAIRS | $1,817 | $1,817 | $0 |
| COMPUTER EQUIPMENT | $3,534 | $3,534 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $2,449 | $2,500 | $2,500 |
| OTHER RECEIVABLE | $0 | $420 | $420 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TIFF KEYSTONE K-1 - PASSTHROUGH INVESTMENT EXPENSES | $549,985 | $549,985 | $0 |
| SPONSORSHIP | $6,000 | $0 | $6,000 |
| INSURANCE | $4,589 | $0 | $4,589 |
| DUES/SUBSCRIPTIONS | $18,744 | $0 | $18,744 |
| COMMUNICATIONS | $22,624 | $0 | $22,624 |
| OTHER | $9,828 | $0 | $9,828 |
| TIFF KEYSTONE K-1 - RENTAL LOSSES | $11,037 | $11,037 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TIFF KEYSTONE PASSTHROUGH - ROYALTIES | $1,327 | $1,327 | $0 |
| TIFF KEYSTONE PASSTHROUGH - ORDINARY BUSINESS INCOME | $65,102 | $65,102 | $0 |
| TIFF KEYSTONE PASSTHROUGH - ORDINARY BUSINESS INCOME | -$562 | -$562 | $0 |
| TIFF KEYSTONE PASSTHROUGH - ROYATIES | $2,148 | $2,148 | $0 |
| TIFF KEYSTONE PASSTHROUGH - OTHER INCOME | $8,170 | $8,170 | $0 |
| TIFF KEYSTONE PASSTHROUGH -OTHER INCOME | $620,980 | $620,980 | $0 |
| TIFF KEYSTONE PASSTHROUGH - SEC 1231 | $80,448 | $80,448 | $0 |
| TIFF KEYSTONE PASSTHROUGH - SEC 1231 | $26,414 | $26,414 | $0 |
| TIFF KEYSTONE PASSTHROUGH - GUARANTEED PAYMENT | $227 | $227 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP ADJUSTMENT TO FAIR MARKET VALUE PRESENTATION | Desc |
| Amt | $1,946,459 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $5,000 | BOYBookValueAmt |
| EOY Book Value | $10,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $42,902 | Amt |
| Net Investment Income | $32,177 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,725 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $35,806 | $0 | $0 |
| PAYROLL TAXES | $15,929 | $1,593 | $14,336 |
Comments