BETA

RIDDLE FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
RIDDLE FAMILY FOUNDATION (EIN 46-1430893)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-28
IRS object ID
202141189349100614
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-04-28T09:43:46-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204831046PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LESLIE ANDERSON CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 NORWALK STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27407ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461430893EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RIDDLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRIDDBusinessNameControlTxt
Phone9108643135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 MORGANTON RD SUITE 150AddressLine1Txt
CityFAYETTEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28314ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH P RIDDLE IIIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9108643135PhoneNum
Signature2021-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastRIDDLE IIIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLESLIE L ANDERSONPreparerPersonNm
PTINP00021396PTIN
Phone3364822444PhoneNum
Preparation2021-04-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,663,138FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,720DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$3,193NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$196,905GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$4OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$33,531TotalRevAndExpnssAmt
Total Net Invst Incm$36,675TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$3,198OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,198OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,150TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$25,433OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,433OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,781TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,631TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$83,205ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$83,205ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$112,986TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,631TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$83,205TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$79,455ExcessRevenueOverExpensesAmt
Net Investment Income$8,044NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,172CashBOYAmt
Cash EOY$9,737CashEOYAmt
Cash EOYFMV$9,737CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,872SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,884SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,884SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$208,822CorporateStockBOYAmt
Corporate Stock EOY$177,542CorporateStockEOYAmt
Corporate Stock EOYFMV$183,588CorporateStockEOYFMVAmt
Other Investments BOY$1,435,648OtherInvestmentsBOYAmt
Other Investments EOY$1,373,219OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,461,929OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,674,514TotalAssetsBOYAmt
Total Assets EOY$1,568,382TotalAssetsEOYAmt
Total Assets EOYFMV$1,663,138TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,674,514RetainedEarningBOYAmt
Retained Earning EOY$1,568,382RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,674,514TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,568,382TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,674,514TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,568,382TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,674,514TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$79,455ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,595,059SubtotalAmt
Other Decreases$26,677OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,568,382TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
SAM RISK MANAGED FUND LLC K-1P-$4,755-$4,755
PUBLICLY TRADED SECURITIES$1,560$1,560$196,903$195,343
CAPITAL GAINS DIVIDENDSP$2$2$2
FieldValueIRS element (for citing)
Capital Gain Net Income-$3,193CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$112InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$112SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$93TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDIANE HARRELLIndividualWithBooksNm
Phone9108643135PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14200 MORGANTON RD SUITE 150AddressLine1Txt
CityFAYETTEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28314ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH P RIDDLE III
4200 MORGANTON RD SUITE 150FAYETTEVILLENC28314DIRECTOR1.00$0$0$0
TRINA THOMPSON RIDDLE
4200 MORGANTON RD SUITE 150FAYETTEVILLENC28314DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$169,450AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,444,917FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,659,199TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,659,199AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,888CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,634,311NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,716MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,716MinimumInvestmentReturnAmt
Tax Based On Investment Income$112TaxBasedOnInvestmentIncomeAmt
Total Tax$112TotalTaxAmt
Distributable Before Adj$81,604DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$81,604DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$81,604DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$83,205ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$83,205QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$83,205AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$81,604DistributableAsAdjustedAmt
Undistributed Income PY$83,182UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$83,205QualifyingDistributionsAmt
Applied To Year1$83,182AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$81,581UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH P RIDDLE III RIDDLE FAMILY FRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11101 NORWALK STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27407ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9108643135RecipientPhoneNum
Form And Info And MaterialsTHE FORM SHOULD BE SUBMITTED IN WRITING. PLEASE INCLUDE NAME AND ADDRESS, ORGANIZATIONAL STRUCTURE, IRS RULING STATEMENT, AND A DESCRIPTION OF THE ACTIVITY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAMPBELL LAW SCHOOL
225 HILLSBOROUGH STRALEIGHNC27603NONEPCSUPPORT OPERATIONS OF ORGANIZATION$10,000
CAPE FEAR REGIONAL THEATRE
1209 HAY STREETFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$5,000
CHILD ADVOCACY
222 ROWAN STREETFAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,400
COMMUNITY CONCERTS OF FAYETTEVILLE
1960 COLLISEUM DRIVEFAYETTEVILLENC28306NONEPCSUPPORT OPERATIONS OF ORGANIZATION$4,000
CONNECTIONS OF CUMBERLAND COUNTY
119 N COOL SPRING STFAYETTEVILLENC28301NONEPCSUPPORT RESOURCE CENTER FOR AIDING HOMELESS WOMEN AND CHILDREN$10,000
FALCONS CHILDREN HOME
PO BOX 39FALCONNC28342NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,000
FAYETTEVILLE ANIMAL PROTECTION SOCIETY
3927 BRAGG BLVDFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$500
FAYETTEVILLE POLICE FOUNDATION
467 HAY STFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS AND PROMOTE PUBLIC SAFETY$5,000
FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE
2201 HULL ROAD PO BOX 35236FAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF EDUCATIONAL INSTITUTION$3,600
FREEDOM CHRISTIAN ACADEMY
3130 GILLESPIE STREETFAYETTEVILLENC28306NONEPCREVERSAL OF PY GRANT - SUPPORT OF EDUCATIONAL INSTITUTION-$1,000
FRIENDSHIP COMMUNITY GARDENS
4274 BRYAN STREET PO BOX 53908FAYETTEVILLENC28305NONEPCSUPPORT DEVELOPMENT OF COMMUNITY GARDEN$2,000
JDRF
25 BROADWAY 14TH FLOORNEW YORKNY10004NONEPCSUPPORT OPERATIONS OF ORGANIZATION$500
MILLER'S CREW
407 MIRROR LAKE PLFAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,000
PARTNERSHIP FOR CHILDREN OF CUMBERLAND COUNTY
351 WAGONER DR SUITE 200FAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$3,000
SALVATION ARMY
220 EAST RUSSELL STFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS AND MISSIONS OF ORGANIZATION$2,500
THE CARE CLINIC
239 ROBESON STREETFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,500
THE FAYETTEVILLE ACADEMY
3200 CLIFFDALE RDFAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION AND FUND EDUCATIONAL ACTIVITIES$1,000
THE UNIVERSITY OF NC AT PEMBROKE
ONE UNIVERSITY DRPEMBROKENC28372NONEPCSUPPORT OPERATIONS OF EDUCATIONAL INSTITUTION$10,000
VILLAGE CHRISTIAN ACADEMY
908 S MCPHERSON CHURCH ROADFAYETTEVILLENC28303NONEPCSUPPORT OF EDUCATIONAL INSTITUTION$1,000
WOMENS GIVING CIRCLE
308 GREEN STREET PO BOX 2345FAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,500
E E SMITH HIGH SCHOOL
1800 SEABROOK RDFAYETTEVILLENC28301NONEPCSUPPORT HIGH SCHOOL FUNDRAISER$955
BOY SCOUTS OF AMERICA - OCCONEECHEE COUNCIL
1411 SHERWOOD DRIVEFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF BOY SCOUTS$1,000
FAYETTEVILLE FALLEN HEREOS INC
PO BOX 53729FAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS$2,000
CUMBERLAND COUNTY CITIZENS UNITED INC
4507 SALEM PRINCE DRIVEHOPE MILLSNC28348NONEPCSUPPORT OPERATIONS$250
SECOND HARVEST FOOD BANK (ACTION PATHWAYS)
406 DEEP CREEK RDFAYETTEVILLENC28312NONEPCSUPPORT FOOD BANK$5,000
CEED
PO BOX 2384FAYETTEVILLENC28312NONEPCSUPPORT OPERATIONS$5,000
SHRINERS HOSPITAL FOR CHILDREN
2900 ROCKY POINT DRTAMPAFL33607NONEPCSUPPORT FOR OPERATIONS$1,000
HERITAGE SQUARE HISTORICAL SOCIETY OF NORTH CAROLINA INC
225 DICK STREETFAYETTEVILLENC28301NONEPCSUPPORT FOR OPERATIONS$500
SAINTS CONSTANTINE & HELEN GREEK ORTHODOX CHURCH
614 OAKRIDGE AVENUEFAYETTEVILLENC28305NONEPCSUPPORT FOR OPERATIONS$2,000
VILLAGE CHRISTIAN ACADEMY
908 S MCPHERSON CHURCH ROADFAYETTEVILLENC28303NONEPCREVERSAL OF PRIOR YEAR GRANT - SUPPORT OF EDUCATIONAL INSTITUTION-$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$83,205TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,720ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$3,193ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$33,531ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$33,531TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMES EQUITIESStockNm
EOY Book Value$177,542EOYBookValueAmt
EOYFMV$183,588EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSAM RISK MANAGED FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,373,219BookValueAmt
EOYFMV$1,461,929EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO INVESTMENT COST BASIS - PY REVERSALDesc
Amt$26,677Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSAM RISK MANAGED FUND K-1 PORTFOLIO DEDUCTIONSDesc
Revenue And Expenses Per Books$25,433RevenueAndExpensesPerBooksAmt
Net Investment Income$25,433NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSAM RISK MNG FD K-1 PORTFOLIO INCOMEDesc
Revenue And Expenses Per Books$4RevenueAndExpensesPerBooksAmt
Net Investment Income$4NetInvestmentIncomeAmt
Adjusted Net Income$4AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$3,198Amt
Net Investment Income$3,198NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$0$0$0
EXCISE TAX$1,150$0$0

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