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SHARED VISIONS FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SHARED VISIONS FOUNDATION INC (EIN 56-2254231)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-02-04
IRS object ID
202000359349100605
Schema version
2018v3.1
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)
Return2020-02-04T12:22:09-06:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561304727PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN & SLOOP CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11414 RALEIGH RD SUITE 300AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27517ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562254231EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHARED VISIONS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHARBusinessNameControlTxt
Phone9196162190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12115 HOMESTEAD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27516ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9196162190PhoneNum
Signature2020-01-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH MAUCHPreparerPersonNm
PTINP01988953PTIN
Phone9199428700PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,009,815FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$380,916ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$35,515DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,515DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$40,697GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$40,697GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$40,697NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$127,288NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,126,903GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$127,288CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$51,177OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$51,177OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$635,593TotalRevAndExpnssAmt
Total Net Invst Incm$203,500TotalNetInvstIncmAmt
Total Adj Net Incm$51,177TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,230AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$808AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,422AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$16,080OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,080OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$809TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$406TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$29,438DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$29,438DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$26,840OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$26,840OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$28,663OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$79OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$28,584OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,060TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,967TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$29,438TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$58,252TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$57,247ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,247ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$162,307TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,967TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$29,438TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$115,499TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$473,286ExcessRevenueOverExpensesAmt
Net Investment Income$186,533NetInvestmentIncomeAmt
Adjusted Net Income$21,739AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,266CashBOYAmt
Cash EOY$18,055CashEOYAmt
Cash EOYFMV$18,055CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,194SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,815SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,815SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,296,902OtherInvestmentsBOYAmt
Other Investments EOY$1,707,658OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,861,294OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,221,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$132,349LandBldgEquipAccumDeprecAmt
Land BOY$1,115,889LandBOYAmt
Land EOY$1,088,651LandEOYAmt
Land EOYFMV$1,088,651LandEOYFMVAmt
Total Assets BOY$2,479,251TotalAssetsBOYAmt
Total Assets EOY$2,856,179TotalAssetsEOYAmt
Total Assets EOYFMV$3,009,815TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,001OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,001TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,478,250RetainedEarningBOYAmt
Retained Earning EOY$2,856,179RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,478,250TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,856,179TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,479,251TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,856,179TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,478,250TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$473,286ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,951,536SubtotalAmt
Other Decreases$95,357OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,856,179TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH ACCT ENDING 4036$1,078,934$999,615$79,319$79,319
CAPITAL GAINS DIVIDENDS$47,969$47,969$47,969P
FieldValueIRS element (for citing)
Capital Gain Net Income$127,288CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$88,351AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,408,462NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062729DistributionYr1Rt
Adjusted Qlfy Distri Yr2$108,145AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,128,370NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.095842DistributionYr2Rt
Adjusted Qlfy Distri Yr3$125,169AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$977,946NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.127992DistributionYr3Rt
Total Distribution0.286563TotalDistributionRt
Average Distribution0.095521AverageDistributionRt
Net Vl Noncharitable Assets$1,817,357NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$173,596AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,865NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$175,461AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$115,499QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,731InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,731SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,731TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,531TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SHAREDVISIONS.ORGWebsiteAddressTxt
Individual With BooksJAY MILLERIndividualWithBooksNm
Phone9196162190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12115 HOMESTEAD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27516ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSE MILLER III
2115 HOMESTEAD ROADCHAPEL HILLNC27516PRESIDENT20.00$0$0$0
EBETH SCOTT-SINCLAIR
2115 HOMESTEAD ROADCHAPEL HILLNC27516SECRETARY1.00$0$0$0
GARY GADDY
5921 TREETOP RIDGEDURHAMNC27705DIRECTOR1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION PROVIDES FUNDING TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS (WITH AN EMPHASIS ON MENTAL HEALTH AND BASIC HUMAN SERVICES) IN SUPPORT OF THEIR GOAL OF PROMOTING CO-OPERATION AMONG NON-PROFIT AGENCIES THAT DIRECTLY BENEFIT COMMUNITIES IN DURHAM AND ORANGE COUNTIES NORTH CAROLINA. DURING FISCAL YEAR 2018-2019 THE FOUNDATION AWARDED APPROXIMATELY 45 MONETARY GRANTS; HELD AN ANNUAL FUNDRAISER HIGHLIGHTING THE COMMUNITY SERVICES OF TWO NONPROFITS; PROVIDED AFFORDABLE MEETING AND EVENT SPACE FOR AREA NONPROFITS AT THE SHARED VISIONS RETREAT CENTER; AND PROVIDED SUPPORT AND CONSULTATION FOR AREA NONPROFITS THROUGH VOLUNTEER SERVICE ON BOARDS AND COMMITTEES.Description1Txt
Expenses1$135,031Expenses1Amt

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$1,790,145AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,887AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,845,032TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,845,032AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,817,357NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,868MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,868MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,731TaxBasedOnInvestmentIncomeAmt
Total Tax$3,731TotalTaxAmt
Distributable Before Adj$87,137DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$87,137DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$87,137DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,499ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$115,499QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$115,499AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,137DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$77,438ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$55,642ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$20,051ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$153,131TotalExcessDistributionCyovAmt
Qualifying Distributions$115,499QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$87,137AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,362RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$181,493TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$181,493ExcessDistriCyovToNextYrAmt
Excess From Year3$77,438ExcessFromYear3Amt
Excess From Year2$55,642ExcessFromYear2Amt
Excess From Year1$20,051ExcessFromYear1Amt
Excess From Current Year$28,362ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJESSE MILLER IIIContributingManagerNm
Contributing ManagerEBETH SCOTT-SINCLAIRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOOK HARVEST
2501 UNIVERSITY DRIVEDURHAMNC27707PCBOOKS TO TRIANGLE CHILDREN$1,000
CAROLINA THEATRE
309 W MORGAN STDURHAMNC27701PCEDUCATE AND INSPIRE CREATIVITY$6,511
CHAPEL HILL-CARRBORO PUBLIC SCHOOL FOUNDATION
PO BOX 877CARRBORONC27510PCSUPPORT EDUCATION IN THE COMMUNITY$250
CHARLES HOUSE ASSOCIATION
7511 SUNRISE ROADCHAPEL HILLNC27510PCSUPPORT FOR THE ELDERLY$600
CHURCH OF THE ADVOCATE
PO BOX 9CARRBORONC27510PCSUPPORT FOR THE COMMUNITY THROUGH CHURCH$500
CLUB NOVA
103 W MAIN STCARRBORONC27510PCSUPPORT PEOPLE LIVING WITH MENTAL ILLNESS$6,000
COMMUNITY EMPOWERMENT FUND
108 W ROSEMARY STCHAPEL HILLNC27516PCTRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY$5,400
COMMUNITY HOME TRUST
104 JONES FERRY RD SUITE CCARRBORONC27510PCCREATE AFFORDABLE HOUSING OPPORTUNITES$500
DEMOCRACY NC
1821 GREEN STDURHAMNC27705PCINCREASE CIVIC PARTICIPATION$300
DISPUTE SETTLEMENT CENTER
302 WEAVER STREETCARRBORONC27510PCSUPPORT SETTLEMENT OF DISPUTES AMONG THOSE IN COMMUNITY$500
DREAMS 2 LIFE
PO BOX 13512DURHAMNC27709PCINCREASE CIVIC PARTICIPATION$500
DURHAM JAZZ WORKSHOP
4608 INDUSTRY LANEDURHAMNC27713PCEDUCATIONAL JAZZ PROGRAMS$1,250
DURHAM MUSIC TEACHER'S ASSOCIATION
4009 GRACEVIEW WAYDURHAMNC27705PCSUPPORT EDUCATIONAL AND INSPIRATIONAL PROGRAMS$100
EL FUTURO
136 E CHAPEL HILL STDURHAMNC27701PCBEHAVIORAL HEALTH SUPPORT TO SPANISH SPEAKING COMMUNITY$500
FAITH CONNECTIONS ON MENTAL ILLNESS
940 CARMICHAEL STCHAPEL HILLNC27514PCMENTAL HEALTH SUPPORT$500
HABITAT FOR HUMANITY OF DURHAM
215 N CHURCH STDURHAMNC27701PCAFFORDABLE HOUSING$2,000
INTERFAITH COUNCIL
110 W MAIN STCARRBORONC27510PCHELP FOR THOSE IN NEED$11,000
JOSH'S HOPE FOUNDATION
200 CARDINAL DR STE BHILLSBOROUGHNC27278PCMENTAL HEALTH SUPPORT$500
KAMAL ACADEMY
100 GRAINGER LANECHAPEL HILLNC27514PCSUPPORT EDUCATION$250
LEGISLATIVE BREAKFAST FOR MENTAL HEALTH
100 FRIDAY CENTER DRIVECHAPEL HILLNC27514PCMENTAL HEALTH SUPPORT$500
LOVE CHAPEL HILL - OUTREACH
PO BOX 3573CHAPEL HILLNC27515PCSUPPORT FOR THE COMMUNITY THROUGH CHURCH$500
MUSIC MAKER RELIEF FOUNDATION
224 W CORBIN STHILLSBOROUGHNC27278PCPRESERVE MUSIC TRADITIONS OF THE SOUTH$400
MUSICAL EMPOWERMENT
150 E FRANKLIN STREETCHAPEL HILLNC27514PCSUPPORT OF MUSIC EDUCATION$1,000
NAMI - ORANGE COUNTY
PO BOX 4201CHAPEL HILLNC27515PCMENTAL HEALTH EDUCATION$500
NC WARN
2812 HILLSBOROUGH RDDURHAMNC27705PCTACKLING CLIMATE CRISIS$515
NFG - FAIRY GODMOTHER PROJECT
602 WILLIAM STREET 2BFREDERICKSBURGVA22401PCSUPPORT FOR PEDIATRIC CANCER PATIENTS$100
PARTNERS FOR YOUTH OPPORTUNITY
1309 HALLEY STREETDURHAMNC27707PCYOUTH SUPPORT$500
RCWMS - TABLE ROCK SCHOLARSHIPS
1202 WATTS STDURHAMNC27701PCSUPPORT OF MUSIC EDUCATION$250
REFUGEE COMMUNITY PARTNERSHIP
PO BOX 461CARRBORONC27510PCSUPPORT OF SOCIAL CHANGE IN THE COMMUNITY$500
THE ARTS CENTER
300 E MAIN ST STE GCARRBORONC27510PCEDUCATE AND INSPIRE CREATIVITY$10,301
TRIANGLE COMMUNITY FOUNDATION - SEND A KID TO CAMP
324 BLACKWELL ST STE 1220DURHAMNC27701PCSEND NEEDY CHILD TO CAMP$300
TROSA
1820 JAMES STDURHAMNC27707PCALCOHOLISM TREATMENT SUPPORT$2,000
UNCTV
10 TW ALEXANDER DRRESEARCH TRIANGLE PARKNC27709PCEDUCATIONAL TELEVISION$360
URBAN MINISTRIES
410 LIBERTY STDURHAMNC27701PCPOOR AND HOMELESS SUPPORT$500
WCOM FM
300-G E MAIN STCARRBORONC27510PCSUPPORT COMMUNITY RADIO$500
WUNC RADIO
120 FRIDAY CENTERCHAPEL HILLNC27517PCSUPPORT COMMUNITY RADIO$360
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,247TotalGrantOrContriPdDurYrAmt
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$35,515ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$40,697ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$127,288ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmt
SPECIAL EVENTS$35,702
FUNDRAISING01$15,475

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$218,975ExclusionAmt
Related Or Exempt Function Incm$35,702RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$254,677TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementSPACE PROVIDED AT SUBSTANTIAL DISCOUNT FOR EVENTS HELD TO SUPPORT LOCAL NONPROFITS.RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JESSE MILLER III
12115 HOMESTEAD ROADCHAPEL HILLNC27516$98,505Yes (X)
JESSE MILLER III
22115 HOMESTEAD ROADCHAPEL HILLNE27516$136,118Yes (X)
JESSE MILLER III
32115 HOMESTEAD ROADCHAPEL HILLNC27516$144,452Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,671 SHARES OF AMERICAN CAP INC BLDR VALUED AT $98,505.45$98,5052018-10-17
22,199 SHARES OF AMERICAN FUNDAMENTAL INVESTORS FUND VALUED AT $136,118.10$136,1182018-10-18
32,725 SHARES OF AMERICAN GROWTH FUND OF AMERICA VALUED AT $144,452.25$144,4522018-10-18

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,230Amt
Net Investment Income$808NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,422DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (15 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING-MURPHY SCHOOL2015-05-07$962,400$83,285SL39.000000000000$24,677$0$24,677
AUDIO EQUIPMENT2010-06-18$500$500SL7.000000000000$0$0$0
SIGNS2010-05-21$275$275SL7.000000000000$0$0$0
FURNITURE2010-06-01$2,280$2,280SL7.000000000000$0$0$0
FURNITURE AND FIXTURES2010-08-01$7,862$7,815SL7.000000000000$0$0$0
CHAIRS2010-10-06$1,196$1,111SL7.000000000000$0$0$0
FRIDGE, OVEN, MICRO2010-10-10$2,478$2,301SL7.000000000000$0$0$0
SIGNAGE2015-02-23$918$469SL7.000000000000$131$0$131
LAND - MURPHY SCHOOL2015-05-07$67,600L$0$0$0
AUDITORIUM FLOOR UPGRADE2016-02-28$1,448$96SL39.000000000000$37$0$37
ROOF IMPROVEMENTS2016-07-15$1,255$72SL39.000000000000$32$0$32
NEW WAREHOUSE BUILDING2017-09-01$167,347$4,649SL39.000000000000$4,291$0$4,291
FLOOR IMPROVEMENTS2018-06-20$1,971$13SL39.000000000000$51$0$51
CHAIRS2018-07-08$1,270$45SL7.000000000000$181$0$181
PAVING ENTRANCE2019-02-05$2,200SL39.000000000000$38$0$38

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,707,658BookValueAmt
EOYFMV$1,861,294EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (15 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING-MURPHY SCHOOL$962,400$107,962$854,438
AUDIO EQUIPMENT$500$500$0
SIGNS$275$275$0
FURNITURE$2,280$2,280$0
FURNITURE AND FIXTURES$7,862$7,815$47
CHAIRS$1,196$1,111$85
FRIDGE, OVEN, MICRO$2,478$2,301$177
SIGNAGE$918$600$318
LAND - MURPHY SCHOOL$67,600$0$67,600
AUDITORIUM FLOOR UPGRADE$1,448$133$1,315
ROOF IMPROVEMENTS$1,255$104$1,151
NEW WAREHOUSE BUILDING$167,347$8,940$158,407
FLOOR IMPROVEMENTS$1,971$64$1,907
CHAIRS$1,270$226$1,044
PAVING ENTRANCE$2,200$38$2,162

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON CONTRIBUTED SECURITIESDesc
Amt$95,357Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$14,710$0$0$14,710
WEBSITE$299$0$0$299
MISCELLANEOUS$12,925$79$0$12,846
POSTAGE$11$0$0$11
SECURITY$718$0$0$718

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SPECIAL EVENTS$35,702$35,702
FUNDRAISING$15,475$15,475

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$1,001BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$16,080Amt
Net Investment Income$16,080NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JESSE MILLER III
2115 HOMESTEAD ROADCHAPEL HILLNC27516
MILLER PROPERTY MANAGEMENT
3329 CHAPEL HILL BLVD STE 200ADURHAMNC27707

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAXES$406$0$0$406
EXCISE TAXES$403$0$0$0

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