GOODNIGHT EDUCATIONAL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GOODNIGHT EDUCATIONAL FOUNDATION (EIN 56-6533546)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-09-08
- IRS object ID
- 202112529349100001
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-08T23:39:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROMEO WIGGINS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8210 CREEDMOOR RD 202 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27613 | 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 | 566533546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODNIGHT EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 9196778000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE - BLDG A A8368 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD R PARKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9196778000 | PhoneNum |
| Signature | 2021-08-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DONALD | PersonFirstNm |
| Person Last | PARKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J KELLY LANIER | PreparerPersonNm |
| PTIN | P01240701 | PTIN |
| Phone | 9198705151 | PhoneNum |
| Preparation | 2021-08-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $172,996,717 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,185,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,185,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,932,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,386,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,932,998 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,118,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,118,661 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,300 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $116 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $116 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $245,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $245,652 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $251,068 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $251,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,411,068 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $251,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,160,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,292,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,867,593 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,768,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,121,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,121,681 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $138,203,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $138,672,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $158,862,406 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $916,250 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $916,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,012,630 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $154,888,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,710,505 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,996,717 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,199,202 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $313,649 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,199,202 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $313,649 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $153,689,263 | RetainedEarningBOYAmt |
| Retained Earning EOY | $152,396,856 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,689,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,396,856 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $154,888,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $152,710,505 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,689,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,292,407 | ExcessRevenueOverExpensesAmt |
| Subtotal | $152,396,856 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $152,396,856 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY S/T GAINS/LOSSES | P | $1,912,960 | $1,853,403 | $59,557 | $59,557 |
| FIDELITY L/T GAINS/LOSSES | P | $14,662,299 | $11,600,004 | $3,062,295 | $3,062,295 |
| FIDELITY OPTIONS TRADING | P | $634,628 | $634,628 | $634,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,932,998 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $694,185 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95,460 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $95,460 | SubtotalAmt |
| Tax Based On Investment Income | $95,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $115,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $165,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $49 | EsPenaltyAmt |
| Overpayment | $69,491 | OverpaymentAmt |
| Applied To ES Tax | $69,491 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD PARKER | IndividualWithBooksNm |
| Phone | 9195316803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES H GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| ANN BAGGETT GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| LEAH A GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SUSAN G ELLIS | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| DONALD R PARKER | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $148,084,487 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,671,463 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,755,950 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $165,755,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,486,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,269,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,163,481 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,163,481 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $95,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $95,460 | TotalTaxAmt |
| Distributable Before Adj | $8,068,021 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,068,021 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,068,021 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,160,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,160,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $8,160,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,068,021 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,129,559 | UndistributedIncomePYAmt |
| Qualifying Distributions | $8,160,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,129,559 | AppliedToYear1Amt |
| Applied To Current Year | $30,441 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $8,037,580 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES H GOODNIGHT | ContributingManagerNm |
| Contributing Manager | ANN B GOODNIGHT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| BOYS CLUB OF WAKE COUNTY INC | |||||||||
| BOYS CLUB OF WAKE COUNTY INC | 701 N RALEIGH BLVD | 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $40,000 |
| CARY ACADEMY | |||||||||
| CARY ACADEMY | 1500 NORTH HARRISON AVE | 1500 NORTH HARRISON AVE | CARY | NC | 27513 | NONE | 501(C)(3) | BUILDING FUND | $1,000,000 |
| COMMUNITIES IN SCHOOLS CHATHAM COUN | |||||||||
| COMMUNITIES IN SCHOOLS CHATHAM COUNTY | P O BOX 903 | P O BOX 903 | SILER CITY | NC | 27344 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $5,000 |
| CONTEMPORARY ART FOUNDATION | |||||||||
| CONTEMPORARY ART FOUNDATION | 409 W MARTIN ST | 409 W MARTIN STREET | RALEIGH | NC | 27603 | NONE | 501(C)(3) | K-12 EDUCATION PROGRAMS | $25,000 |
| DEVELOPMENT FOUNDATION FOR NCCAT | |||||||||
| DEVELOPMENT FOUNDATION FOR NCCAT | 276 NCCAT DRIVE | 276 NCCAT DRIVE | CULLOWHEE | NC | 287239062 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $35,000 |
| EDUCATION NC | |||||||||
| EDUCATION NC | P O BOX 1636 | P O BOX 1636 | RALEIGH | NC | 27602 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $15,000 |
| FRIENDS OF NC STATE MUSEUM OF NS | |||||||||
| FRIENDS OF NC STATE MUSEUM OF NS | 11 WEST JONES ST | 11 WEST JONES ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | EDUCATORS OF EXCELLENCE FUND | $45,000 |
| HIGHER EDUCATION WORKS | |||||||||
| HIGHER EDUCTATION WORKS | PO BOX 10463 | PO BOX 10463 | RALEIGH | NC | 27605 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $15,000 |
| LATINX EDUCATION CENTER | |||||||||
| LATINX EDUCATION CENTER | 205 PEABODY HALL CB | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $30,000 | |
| LEADERSHIP NORTH CAROLINA INC | |||||||||
| LEADERSHIP NORTH CAROLINA INC | 2700 WYCLIFF RD 402 | 2700 WYCLIFF RD 402 | RALEIGH | NC | 27607 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| MEREDITH COLLEGE | |||||||||
| MEREDITH COLLEGE | 3800 HILLSBOROUGH ST | 3800 HILLSBOROUGH ST | RALEIGH | NC | 276075298 | NONE | 501(C)(3) | MINORITY TEACHING SCHOLARSHIP | $25,000 |
| MYFUTURENC | |||||||||
| MYFUTURENC | 706 HILLSBOROUGH ST 100 | 706 HILLSBOROUGH ST 100 | RALEIGH | NC | 27603 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $1,000,000 |
| NC BUSINESS LEADERS FOR EDUCATION | |||||||||
| NC BUSINESS LEADERS FOR EDUCATION | 100 SAS CAMPUS DR | 100 SAS CAMPUS DR | CARY | NC | 27513 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| NC MUSEUM OF ART | |||||||||
| NC MUSEUM OF ART | 2110 BLUE RIDGE ROAD | 2110 BLUE RIDGE ROAD | RALEIGH | NC | 27607 | NONE | 501(C)(3) | RESTRICTED FUNDS FOR PARK | $25,000 |
| NC MUSEUM OF HISTORY FOUNDATION | |||||||||
| NC MUSEUM OF HISTORY FOUNDATION | 5 EAST EDENTON ST | 5 EAST EDENTON ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $30,000 |
| NC SCHOOL OF SCIENCE & MATH FOUND | |||||||||
| NC SCHOOL OF SCIENCE & MATH FOUDN | 1219 BROAD STREET | 1219 BROAD STREET | DURHAM | NC | 27705 | NONE | 501(C)(3) | NCSSM - MORGANTON | $50,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | CHANCELLOR'S DISCRETIONARY FUND | $641,200 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7529 | CAMPUS BOX 7529 | RALEIGH | NC | 276957529 | NONE | 501(C)(3) | GOODNIGHT SCHOLARS | $3,878,800 |
| NC SOCIETY OF HISPANIC PROFESSIONAL | |||||||||
| NC SOCIETY OF HISPANIC PROFESSIONALS | 8450 CHAPEL HILL RD STE 2 | 8450 CHAPEL HILL RD STE 2 | CARY | NC | 27513 | NONE | 501(C)(3) | SCHOLARSHIPS | $10,000 |
| NORTH CAROLINA AQUARIUM SOCIETY | |||||||||
| NORTH CAROLINA AQUARIUM SOCIETY | 3125 POPLARWOOD COURT | 3125 POPLARWOOD COURT | RALEIGH | NC | 27604 | NONE | 501(C)(3) | AQUARIUM SCHOLARS | $5,000 |
| NORTH CAROLINA FREEDOM PARK | |||||||||
| NORTH CAROLINA FREEDOM PARK | PO BOX 146 | RALEIGH | NC | 27602 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 | |
| PLEASANT GROVE FOUNDATION | |||||||||
| PLEASANT GROVE FOUNDATION | 1528 DAVIS DRIVE | 1528 DAVIS DRIVE | RALEIGH | NC | 27519 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $10,000 |
| PUBLIC SCHOOL FORUM OF NC | |||||||||
| PUBLIC SCHOOL FORUM OF NC | 3739 NATIONAL DR STE 100 | 3739 NATIONAL DR STE 100 | RALEIGH | NC | 27612 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $30,000 |
| STUDENT U | |||||||||
| STUDENT U | 600 EAST UMSTEAD STREET | 600 EAST UMSTEAD STREET | DURHAM | NC | 27701 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| THE NAVIGATORS | |||||||||
| THE NAVIGATORS | P O BOX 6000 | P O BOX 6000 | COLORADO SPRINGS | CO | 80934 | NONE | 501(C)(3) | URBAN HOPE NAVIGATORS | $5,000 |
| UNIVERSITY OF NC AT CHAPEL HILL | |||||||||
| NC PUBLIC RADIO - WUNC | 120 FRIDAY CENTER DRIVE | 120 FRIDAY CENTER DRIVE | CHAPEL HILL | NC | 27517 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMMING | $25,000 |
| UNIVERSITY OF NORTH CAROLINA FOUND | |||||||||
| 910 RALEIGH ROAD | PO BOX 2688 | CHAPEL HILL | NC | 27515 | NONE | 501(C)(3) | SCIENCE OF READING PROGRAM | $1,000,000 | |
| WAKE EDUCATION PARTNERSHIP | |||||||||
| WAKE EDUCATION PARTNERSHIP | 3101 INDUSTRIAL DRIVE | SUITE 100 | RALEIGH | NC | 27609 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $15,000 |
| YMCA OF THE TRIANGLE INC | |||||||||
| YMCA OF THE TRIANGLE INC | 801 CORP CENTER STE 200 | 801 CORP CENTER STE 200 | RALEIGH | NC | 27607 | NONE | 501(C)(3) | CAMP SEA GULL/SEAFARER SCHOLARSHIPS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,160,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,185,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,932,998 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,118,661 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,118,661 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $5,300 | Amt |
| Net Investment Income | $5,300 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN NORTH CAROLINA. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY - 663-134385 | BondNm |
| EOY Book Value | $916,250 | EOYBookValueAmt |
| EOYFMV | $1,012,630 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - 663-134385 | $73,660,536 | $92,835,337 |
| FIDELITY - 663-134385 - MUTUAL FUND | $65,012,038 | $66,027,069 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OPTIONS OUTSTANDING | $1,211,690 | $258,956 |
| COST BASIS ADJUSTMENT | -$12,488 | $54,693 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $116 | Amt |
| Net Investment Income | $116 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX WITHHELD ON D | $9,543 | $9,543 |
| EXCISE TAX | $236,109 | $236,109 |
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