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ERNEST A KOURY FAMILY FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
ERNEST A KOURY FAMILY FOUNDATION INC (EIN 20-0443049)
Tax period
2018-10-01 to 2019-09-30
Filed
2020-02-14
IRS object ID
202020459349100412
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)
Return2020-02-14T12:54:43-06:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560587953PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GILLIAM BELL MOSER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 621AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP272160621ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200443049EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERNEST A KOURY FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlERNEBusinessNameControlTxt
Phone3365702129PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1POST OFFICE BOX 850AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP272160850ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMILTOM E PETTYPersonNm
Person TitleSECRETARY/TREASURERPersonTitleTxt
Phone3365702129PhoneNum
Signature2020-02-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ BRADLEY MOSERPreparerPersonNm
PTINP00024209PTIN
Phone3362276283PhoneNum
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$3,209,012FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$750,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$36,685InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$36,685InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,666DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,666DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$795,351TotalRevAndExpnssAmt
Total Net Invst Incm$45,351TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$305TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,755TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$117,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$117,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$119,255TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$117,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$676,096ExcessRevenueOverExpensesAmt
Net Investment Income$45,351NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,310,041SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,986,137SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,986,137SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$196,067CorporateStockBOYAmt
Corporate Stock EOY$196,067CorporateStockEOYAmt
Corporate Stock EOYFMV$222,875CorporateStockEOYFMVAmt
Total Assets BOY$2,506,108TotalAssetsBOYAmt
Total Assets EOY$3,182,204TotalAssetsEOYAmt
Total Assets EOYFMV$3,209,012TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$2,506,108RetainedEarningBOYAmt
Retained Earning EOY$3,182,204RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,506,108TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,182,204TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,506,108TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,182,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,506,108TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$676,096ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,182,204SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,182,204TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,468,756NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.015190DistributionYr1Rt
Adjusted Qlfy Distri Yr2$35,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,115,290NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.016546DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$984,535NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.007618DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$380,144NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.006576DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$74,728NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.066909DistributionYr5Rt
Total Distribution0.112839TotalDistributionRt
Average Distribution0.022568AverageDistributionRt
Net Vl Noncharitable Assets$3,041,878NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$68,649AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$454NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$69,103AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$117,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$454InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$454SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$454TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$454TaxDueAmt

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 BooksMILTOM E PETTYIndividualWithBooksNm
Phone3365702129PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1TUCKER STREET EXTENSIONAddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27215ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ERNEST A KOURY SR
TUCKER STREET EXTENSIONBURLINGTONNC27215PRESIDENT/CHAIRMAN0.00$0$0$0
ERNEST A KOURY JR
TUCKER STREET EXTENSIONBURLINGTONNC27215VICE PRESIDENT/DIRECTOR1.00$0$0$0
BRADFORD A KOURY
TUCKER STREET EXTENSIONBURLINGTONNC27215VICE PRESIDENT/DIRECTOR0.00$0$0$0
TEENA M KOURY
TUCKER STREET EXTENSIONBURLINGTONNC27215VICE PRESIDENT/DIRECTOR0.00$0$0$0
MILTOM E PETTY
TUCKER STREET EXTENSIONBURLINGTONNC27215SEC/TREAS/DIRECTOR1.00$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$204,853AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,883,348AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,088,201TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,088,201AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$46,323CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,041,878NetVlNoncharitableAssetsAmt
Minimum Investment Return$152,094MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$152,094MinimumInvestmentReturnAmt
Tax Based On Investment Income$454TaxBasedOnInvestmentIncomeAmt
Total Tax$454TotalTaxAmt
Distributable Before Adj$151,640DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$151,640DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$151,640DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$117,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$117,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$454PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$117,046AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,640DistributableAsAdjustedAmt
Undistributed Income PY$113,108UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$117,500QualifyingDistributionsAmt
Applied To Year1$113,108AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,392AppliedToCurrentYearAmt
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$147,248UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerERNEST A KOURY SRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ELON UNIVERSITY
2615 CAMPUS BOXELONNC27514NONE501(C)(3) NONPROFITEDUCATION AND TO FUND SCHOLARSHIPS.$2,500
THE BURLINGTON SCHOOL
1615 GREENWOOD TERRACEBURLINGTONNC27215NONE501(C)(3) NONPROFITEDUCATION.$50,000
NC MARINE & ESTUARY FOUNDATION
1101 HAYNES STREET SUITE 102RALEIGHNC27604NONE501(C)(3) NONPROFITTO AID IN ORGANIZATION'S PROGRAMS.$25,000
NEW LEAF SOCIETY
PO BOX 4083BURLINGTONNC27216NONE501(C)(3) NONPROFITTO AID IN ORGANIZATION'S PROGRAMS.$10,000
THE PET ADOPTION AND WELFARE SOCIETY
PO BOX 2440BURLINGTONNC27216NONE501(C)(3) NONPROFITTO AID IN ORGANIZATION'S PROGRAMS.$5,000
NC STATE COLLEGE OF VETERINARY MEDICINE
CAMPUS BOX 8401RALEIGHNC27607NONE501(C)(3) NONPROFITEDUCATION.$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$117,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$36,685ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,666ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$45,351ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,351TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonERNEST AND MARIE KOURYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 850AddressLine1Txt
CityBURLINGTONCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27216ZIPCd
FieldValueIRS element (for citing)
Total Contributions$750,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,450Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock2325 SHARES OF DUKE ENERGYStockNm
EOY Book Value$196,067EOYBookValueAmt
EOYFMV$222,875EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORM 990PF - 2017 TAX YEARCategoryTxt
Amt$305Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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