JACOBS PREYER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JACOBS PREYER FAMILY FOUNDATION (EIN 56-6535541)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-08
- IRS object ID
- 202103129349100330
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-08T09:39:24-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200404082 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566535541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACOBS PREYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 3362745741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO PIEDMONT TRUST CO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARILYN JACOBS PREYER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3362745741 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARILYN | PersonFirstNm |
| Person Last | JACOBS PREYER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC DUTTON | PreparerPersonNm |
| PTIN | P01218304 | PTIN |
| Phone | 3362745471 | PhoneNum |
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 | $3,592,614 | 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 | $159,318 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,261 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,261 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,376 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,718 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $771,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $981,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $797,739 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,282 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,012 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $991,560 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $836,730 | 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 |
| Other Prof Fees Rev And Expnss | $308 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $308 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $3,981 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,001 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,867 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,309 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,967 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,967 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $106,562 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $106,562 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,529 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $868,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $801,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $897,857 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $897,857 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $168,334 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,853,702 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,938,037 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,526,423 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,906,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,859,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,592,614 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,906,553 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,859,994 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,906,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,859,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,906,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,859,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,906,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $868,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $136,994 | OtherIncreasesAmt |
| Subtotal | $2,912,275 | SubtotalAmt |
| Other Decreases | $52,281 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,859,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 24.127 SHRS LONGLEAF PARTNERS | 2019-12-27 | 2020-01-31 | $476 | $491 | -$15 | -$15 | |
| 10.698 SHRS JOHN HANCOCK SMALL CAP | 2020-12-21 | 2020-09-25 | $158 | $228 | -$70 | -$70 | |
| 568.612 SHRS LONGLEAF PARTNERS | 2018-11-07 | 2020-01-31 | $11,219 | $15,000 | -$3,781 | -$3,781 | |
| 397.772 SHRS LONGLEAF PARTNERS | 2018-11-29 | 2020-01-31 | $7,848 | $10,000 | -$2,152 | -$2,152 | |
| 29.062 SHRS LONGLEAF PARTNERS | 2018-12-28 | 2020-01-31 | $573 | $532 | $41 | $41 | |
| 568.182 SHRS JOHN HANCOCK SMALL CAP | 2018-12-31 | 2020-09-25 | $8,369 | $10,000 | -$1,631 | -$1,631 | |
| 5.576 SHRS JOHN HANCOCK SMALL CAP V | 2018-12-21 | 2020-09-25 | $82 | $96 | -$14 | -$14 | |
| 711.238 SHRS JOHN HANCOCK SMALL CAP | 2018-11-07 | 2020-09-25 | $10,477 | $15,000 | -$4,523 | -$4,523 | |
| 19.708 SHRS LONGLEAF PARTNERS | 2019-11-27 | 2020-01-31 | $389 | $399 | -$10 | -$10 | |
| 41.516 SHRS JOHN HANCOCK SMALL CAP | 2019-12-20 | 2020-09-25 | $612 | $886 | -$274 | -$274 | |
| 163.963 SHRS LONGLEAF PARTNERS | 2018-12-03 | 2020-01-31 | $3,235 | $3,533 | -$298 | -$298 | |
| 8 SHRS ALPHABET INC. CL A | 2018-12-31 | 2020-02-28 | $10,392 | $1,940 | $8,452 | $8,452 | |
| 115 SHRS LEIDOS HOLDINGS CL A | 2018-12-31 | 2020-02-28 | $11,686 | $1,154 | $10,532 | $10,532 | |
| 380 SHRS S&P GLOBAL INC. | 2018-12-31 | 2020-02-28 | $99,325 | $17,520 | $81,805 | $81,805 | |
| 71 SHRS TOPBUILD CORP COM | 2018-12-31 | 2020-02-28 | $7,186 | $930 | $6,256 | $6,256 | |
| 8 SHRS ALPHABET INC. CL C | 2018-12-31 | 2020-02-28 | $10,405 | $1,934 | $8,471 | $8,471 | |
| 1515 SHRS MICROSOFT CORP | 2018-12-31 | 2020-02-28 | $241,473 | $40,181 | $201,292 | $201,292 | |
| 207 SHRS AMAZON COM | 2018-12-31 | 2020-02-28 | $384,336 | $64,723 | $319,613 | $319,613 | |
| 53 SHRS UNITED HEALTH GROUP | 2018-12-31 | 2020-02-28 | $13,410 | $2,242 | $11,168 | $11,168 | |
| 476 SHRS APPLE COMPUTER INC | 2018-12-31 | 2020-02-28 | $128,403 | $23,521 | $104,882 | $104,882 | |
| 30.274 SHRS JOHN HANCOCK SMALL CAP | 2018-12-21 | 2020-09-25 | $446 | $523 | -$77 | -$77 | |
| 85 SHRS NETFLIX INC | 2018-12-31 | 2020-02-28 | $31,105 | $5,174 | $25,931 | $25,931 | |
| 2726.43 SHRS SPYGLASS GROWTH FUND INTSL | 2019-01-01 | 2020-12-31 | $1,053 | $1,053 | |||
| 8539.09 GUGGENHEIM TOTAL RETURN BOND | 2019-01-01 | 2020-12-31 | $2,242 | $2,242 | |||
| 959.42 EDGEWOOD GROWTH INSTL | 2019-01-01 | 2020-12-31 | $2,430 | $2,430 | |||
| PIEDMONT ASSOCIATES | 2020-01-01 | 2020-12-31 | $15,761 | -$15,761 | -$15,761 | ||
| PIEDMONT SOUTHEASTERN | 2019-01-01 | 2020-12-31 | $1,856 | $1,856 | $1,856 | P | |
| PIEDMONT ASSOCIATES | 2019-01-01 | 2020-12-31 | $40,468 | $40,468 | $40,468 | P | |
| PIEDMONT ASSOCIATES 1256 CONTRACTS | 2020-01-01 | 2020-12-31 | $212 | -$212 | -$212 | P | |
| PIEDMONT ASSOCIATES 1256 CONTRACTS | 2019-01-01 | 2020-12-31 | $317 | -$317 | -$317 | P | |
| PIEDMONT ASSOCIATES 1231 GAINS | 2019-01-01 | 2020-12-31 | $382 | $382 | $382 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $797,739 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,971 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,971 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,835 | OverpaymentAmt |
| Applied To ES Tax | $7,835 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 |
| 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 | PIEDMONT TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3362745471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 GREEN VALLEY ROAD STE 203 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LUNSFORD RICHARDSON PREYER JR | ||||||||
| C/O PIEDMONT FIN TR BOX 20124 | GREENSBORO | NC | 27420 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARILYN JACOBS PREYER | ||||||||
| C/O PIEDMONT FIN TR BOX 20124 | GREENSBORO | NC | 27420 | DIRECTOR | 2.00 | $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 | $2,395,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $778,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,173,960 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,173,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,126,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,318 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,318 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,136 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,684 | IncomeTaxAmt |
| Total Tax | $13,820 | TotalTaxAmt |
| Distributable Before Adj | $142,498 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,498 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $142,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,529 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,529 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,529 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $104,562 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,529 | QualifyingDistributionsAmt |
| Applied To Year1 | $104,562 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,967 | 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 | $136,531 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALD HEAD ISLAND CONSERVANCY INC | |||||||
| PO BOX 3109 | BALD HEAD ISLAND | NC | 28461 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $2,000 |
| CHILDREN'S HOME SOCIETY OF NC | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| DISPUTE SETTLEMENT CENTER | |||||||
| 302 WEAVER ST | CARRBORO | NC | 27510 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $3,000 |
| DUKE UNIVERSITY | |||||||
| 2138 CAMPUS DRIVE BOX 90586 | DURHAM | NC | 27708 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| DURHAM ACADEMY INC | |||||||
| 3601 RIDGE ROAD | DURHAM | NC | 27705 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| DURHAM NATIVITY SCHOOL | |||||||
| PO BOX 3537 | DURHAM | NC | 27702 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $5,000 |
| ENO RIVER ASSOCIATION | |||||||
| 4404 GUESS ROAD | DURHAM | NC | 27712 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| FRIENDS OF THE MOUNTAIN TO SEA TRAIL | |||||||
| PO BOX 10431 | RALEIGH | NC | 27605 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| HABITAT FOR HUMANITY OF ORANGE COUNTY | |||||||
| 88 VILCOM CENTER DRIVE SUITE L110 | CHAPEL HILL | NC | 27514 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $11,000 |
| HILL LEARNING CENTER | |||||||
| 3200 PICKETT ROAD | DURHAM | NC | 27705 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| HILLSBOROUGH ARTS COUNCIL | |||||||
| 102 N CHURTON STREET | HILLSBOROUGH | NC | 27278 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $2,000 |
| KIDZU CHILDREN'S MUSEUM | |||||||
| 201 S ESTES DRIVE | CHAPEL HILL | NC | 27514 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| NC BOTANICAL GARDEN | |||||||
| CB 3375 | CHAPEL HILL | NC | 27599 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $3,562 |
| NC COASTAL LAND TRUST | |||||||
| 131 RACINE DRIVE SUITE 202 | WILMINGTON | NC | 28403 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $2,000 |
| NORTH CAROLINA MUSEUM OF ART FOUNDATION | |||||||
| 4630 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $35,000 |
| NORTH CAROLINA PUBLIC RADIO-WUNC | |||||||
| 120 FRIDAY CENTER DRIVE | CHAPEL HILL | NC | 27517 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $4,000 |
| THE UNIV OF NC CENTER FOR PUBLIC TV | |||||||
| 10 TW ALEXANDER DRIVE | RTP | NC | 27709 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| THE UNIVERSITY OF NORTH CAROLINA SCHOOL OF SOCIAL WORK | |||||||
| PO BOX 309 | CHAPEL HILL | NC | 27599 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $15,000 |
| UNIVERSITY OF NC AT CHAPEL HILL | |||||||
| CAMPUS BOX 2200 | CHAPEL HILL | NC | 27599 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,500 |
| THE UNIVERSITY OF NORTH CAROLINA PRESS | |||||||
| 116 SOUTH BOUNDARY STREET | CHAPEL HILL | NC | 27514 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| MASONIC HOME FOR CHILDREN OF OXFORD | |||||||
| 600 COLLEGE STREET | OXFORD | NC | 27565 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $500 |
| PUBLIC SCHOOLS FIRST NORTH CAROLINA | |||||||
| PO BOX 37832 | RALEIGH | NC | 27627 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| THE STONE AND HOLT WEEKS FOUNDATION | |||||||
| PO BOX 49010 | BALTIMORE | MD | 21297 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $2,000 |
| UNC HEALTH FOUNDATION | |||||||
| 123 W FRANKLIN STREET | CHAPEL HILL | NC | 27516 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $5,000 |
| WOODBERRY FOREST SCHOOL | |||||||
| 402 WOODBERRY STATION | WOODBERRY | VA | 22989 | NONE | PC | TO ASSIST THE ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $106,562 | 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 | $1,261 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,376 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $771,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $832,242 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $832,242 | 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 | MARILYN PREYER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 407 STONE CURRIE DRIVE | AddressLine1Txt |
| City | HILLSBOROUGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,006,362 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (10 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 8 SHRS ALPHABET INC. CAP STK CL C | $11,179 | 2020-02-26 |
| 1 | 8 SHRS ALPHABET INC CAP STK CL A | $11,161 | 2020-02-26 |
| 1 | 207 SHRS AMAZON COM INC | $411,425 | 2020-02-26 |
| 1 | 476 APPLE INC. | $139,082 | 2020-02-26 |
| 1 | 115 SHRS LEIDOS HLDGS | $12,716 | 2020-02-26 |
| 1 | 1515 SHRS MICROSOFT CORP | $258,664 | 2020-02-26 |
| 1 | 85 SHRS NETFLIX INC. | $31,747 | 2020-02-26 |
| 1 | 380 SHRS S & P GLOBAL INC. COM | $108,431 | 2020-02-26 |
| 1 | 71 SHRS TOPBUILD CORP COM | $7,951 | 2020-02-26 |
| 1 | 53 SHRS UNITED HEALTHCARE GROUP INC. | $14,006 | 2020-02-26 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $24,100 | EOYBookValueAmt |
| EOYFMV | $168,334 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIEDMONT ASSOCIATES INVT FUND LLC | $1,340,564 | $1,424,384 | $1,900,795 |
| PIEDMONT SOUTHEASTERN INVT FUND LLC | $252,453 | $0 | $0 |
| MUTUAL FUNDS | $260,384 | $513,653 | $625,628 |
| DIVIDEND RECEIVABLE | $301 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FUNDS DISTRIBUTIONS | Desc |
| Amt | $52,281 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCTG, CHARITABLE & GRANT ADMINISTRATION | $15,867 | $11,900 | $3,967 |
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $0 | $18,409 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PIEDMONT SOUTHEASTERN INCOME DISTRIBUITONS | $3,784 | $0 | $3,784 |
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $48,498 | $0 | $48,498 |
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $1,012 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT FUNDS ADJUSTMENTS | $48,591 |
| PY INVESTMENT FUNDS ADJUSTMENTS | $88,403 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $308 | Amt |
| Net Investment Income | $308 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $991 | $0 |
| EXCISE TAXES PAID | $85 | $0 | $0 |
| STATE TAXES PAID | $10 | $10 | $0 |