2020-05-11T15:27:37-05:00 2019-12-31 562075906 ROBERSON CPA FIRM PLLC 1904 FRONT STREET SUITE 420 DURHAM NC 27705 990PF 2019-01-01 562003192 THE KNOTT FAMILY FOUNDATION INC KNOT 9199134719 3210 MEDFORD ROAD DURHAM NC 277052752 JANET C KNOTT FOUNDER 9199134719 2020-05-07 1 JAMES E ROBERSON CPA P00231194 9193830441 2020-05-07 2019 2022-09-23 18:48:47Z X 1341737 X 179442 66 66 20431 20431 37159 488020 37159 8 8 237106 57664 0 0 0 800 720 80 2400 2400 0 775 33 0 46 41 5 4021 3194 85 76536 76536 80557 3194 76621 156549 54470 35720 31710 31710 726924 896747 1310027 762644 928457 1341737 0 0 X 0 0 0 0 762644 928457 762644 928457 762644 928457 762644 156549 9264 928457 0 928457 PUBLICLY TRADED SECURITIES WELLS FARGO #9723 P 366910 364300 2610 2610 PUBLICLY TRADED SECURITIES WELLS FARGO #9723 P 3643 2886 757 757 PUBLICLY TRADED SECURITIES WELLS FARGO #9723 P 99456 75220 24236 24236 PUBLICLY TRADED SECURITIES WELLS FARGO #9723 P 6519 1318 5201 5201 PUBLICLY TRADED SECURITIES WELLS FARGO #9723 P 11469 7137 4332 4332 THE BLACKSTONE GROUP K-1 - LT CAP GAIN P 4 4 4 THE BLACKSTONE GROUP K-1 - LT CAP GAIN P 19 19 19 37159 1089 0 1089 0 1089 0 0 0 0 28 1117 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 1 0 0 1 N/A BRUCE W KNOTT 9193839308 3210 MEDFORD ROAD DURHAM NC 277052452 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRUCE W KNOTT 3210 MEDFORD RD DURHAM NC 27705 DIRECTOR 0.25 0 0 0 JANET C KNOTT 3210 MEDFORD RD DURHAM NC 27705 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1106488 33715 0 1140203 0 0 1140203 17103 1123100 56155 56155 1089 1089 55066 0 55066 0 55066 76621 0 76621 0 76621 55066 0 0 37157 27088 27993 26286 28700 147224 76621 0 0 0 55066 21555 0 0 168779 0 0 0 0 0 0 37157 131622 27088 27993 26286 28700 21555 BRUCE W KNOTT JANET C KNOTT MR BRUCE W KNOTT DIRECTOR 3210 MEDFORD RD DURHAM NC 27705 9193839308 APPLY BY LETTER, INCLUDE: A PROFORMA OF FINANCIAL DATA, AN ORGANIZATIONAL PURPOSE STATEMENT, A COPY OF THE CHARTER, A FEDERAL ID NUMBER AND A COPY OF THE TAX EXEMPT STATUS. JULY 1 LIMITED TO RELIGIOUS, MEDICAL OR EDUCATIONAL PURPOSES ALLEGHANY CO RESCUE SQUAD PO BOX 351 SPARTA NC 28675 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 ALLEGHANY MEMORIAL HOSPITAL FOUNDATION 233 DOCTORS STREET SPARTA NC 28675 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 10100 ALZHEIMERS ASSOC PO BOX 96011 WASHINGTON DC 20090 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 BAPTIST CHILDRENS HOME OF NC PO BOX 338 THOMASVILLE NC 27361 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 1000 BRAGGTOWN BAPTIST CHURCH 5218 N ROXBORO ROAD DURHAM NC 27704 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 50 CHAPEL HILL BREAST CANCER FOUNDATION 1506 E FRANKLIN ST CHAPEL HILL NC 27514 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 CHERRY LANE VOLUNTEER FIRE DEPARTMENT 8378 US HWY 21 GLADE VALLEY NC 28627 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 COCHELLA VALLEY RESCUE MISSION 47470 VAN BUREN STREET INDIO CA 92202 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 300 CROPWALK OF DURHAM PO BOX 968 ELKHART IN 46515 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 DANA SERVICES ALLEG PARTNERSHIP FOR CHILD PO BOX 1643 SPARTA NC 28675 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 200 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 25086 DURHAM NATIVITY SCHOOL PO BOX 3537 DURHAM NC 27702 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 500 DURHAM RESCUE MISSION PO BOX 11858 DURHAM NC 27703 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 600 FELLOWSHIP LODGE 687 PO BOX 15064 DURHAM NC 27704 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 500 FREDERICKSBURG UMCHURCH 308 HANOVER ST FREDERICKSBURG VA 22401 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 HIGH MEADOWS CHAPEL PO BOX 440 ROARING GAP NC 28668 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 1150 HOSPICE OF PIEDMONT 1801 WESTCHESTER DR HIGH POINT NC 27262 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 50 MOUNTAIN PARK RURITAN 419 MOUNTAIN PARK ROAD STATE ROAD NC 28676 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 200 MT CARMEL WMU 1378 CHERRY LANE ROAD GLADE VALLEY NC 28627 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 200 NASHVILLE PHILHARMONIC ORCHESTRA PO BOX 121914 NASHVILLE TN 37212 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 NATIONAL LITERACY PROGRAM 55 OLD ANTLERS WAY BUFFALO WY 82834 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 200 NC MUSEUM OF LIFE AND SCIENCE 433 WEST MURRAY AVE DURHAM NC 27704 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 NCCU DEPT OF MUSIC 1801 FAYETTEVILLE ST DURHAM NC 27707 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 200 RONALD MCDONALD HOUSE 506 ALEXANDER AVE DURHAM NC 27705 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 ST MATTHEWS CHURCH 9275 BRINGLE FERRY RD SALISBURY NC 28146 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 50 TEMPLE BAPTIST CHURCH 4504 STERLING DR DURHAM NC 27705 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 35150 THOMPSON CHAPEL UMC 691 THOMPSON CHAPEL RD BLUEFIELD WV 24701 PUBLIC RELIGIOUS, MEDICAL OR EDUCATIONAL 100 76536 0 14 66 14 20431 8 37159 0 20497 37167 57664 8 PROCEEDS USED TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITABLE GROUPS 0 0 0 0 0 0 0 0 0 0 X X 1 BRUCE W AND JANET C KNOTT 3210 MEDFORD RD DURHAM NC 27705 23456 X 2 BRUCE W AND JANET C KNOTT 3210 MEDFORD RD DURHAM NC 27705 34299 X 3 BRUCE W AND JANET C KNOTT 3210 MEDFORD RD DURHAM NC 27705 17705 X 4 BRUCE W AND JANET C KNOTT 3210 MEDFORD RD DURHAM NC 27705 103982 X 1 155 SHARES MICROSOFT STOCK 23456 2019-12-10 2 128 SHARES APPLE STOCK 34299 2019-12-10 3 97 SHARES VISA STOCK 17705 2019-12-10 4 777 SHARES JPMORGAN STOCK 103982 2019-12-10 ROBERSON CPA FIRM, PLLC - PREPARATION OF INCOME TAX RETURNS 800 720 80 NONCASH CONTRIBUTION INFORMATION - DUKE UNIVERSITY DONATION 990-PF PART XV LINE 3 DONATION DATE - 6/19/19DESCRIPTION OF PROPERTY - 186SH MICROSOFT STOCKCARRYOVER COST BASIS - $5,286.90BOOK VALUE OF PROPERTY - $15,964.38METHOD OF DETERMINING BOOK VALUE - MARKET VALUE ON DATE RECEIVEDFAIR MARKET VALUE ON DATE OF DONATION - $25,085.82METHOD OF DETERMING FAIR MARKET VALUE - COMPARABLE SALES 81SH. KIMBERLY-CLARK CORP 5223 11141 1099SH MICROSOFT CORP 110836 173312 10SH. AMAZON COM 17096 18478 212SH. APPLE INC 39102 62254 112SH MEDITRONIC PLC 8348 12706 16SH VANGUARD ENERGY VDE 1228 1304 100SH. PROCTOR & GAMBLE 6317 12490 96SH. WASTE MANAGEMENT INC 3285 10940 128SH. DISNEY WALT COMPANY 12561 18513 160SH. JP MORGAN CHASE 7870 22304 160SH VANGUARD CONSUMER STAPL 21661 25792 141SH. MERCK & CO 8375 12824 223SH. COCA-COLA CO 7744 12343 229SH CISCO SYSTEMS INC 7326 10983 22SH. BLACKROCK INC 4961 11059 251SH VANGUARD CONSUMER DISCRETONARY 33036 47559 148SH. HSBC HOLDINGS PLC-SPON 5532 5785 307SH VANGUARD COMMUNICATIONS 26372 28836 259SH VANGUARD INDUSTRIALS ET 31532 39855 6SH. BOEING 2131 1954 349SH. INTEL CORP 8441 20888 309SH PFIZER INCORPORATED 9528 12107 312SH VANGUARD HEALTH CARE ET 39746 59823 418SH VANGUARD INFORMATION ET TECHNOLOGY 52036 102347 427SH. FINANCIAL SELECT/SELECT SECTOR 7853 13143 456SH. FIRST TRUST FD IV 8902 11623 65SH. 3M COMPANY 6614 11467 41SH DOLLAR GENERAL CORP 3280 6395 7SH. RAYTHEON CO 1364 1538 53SH. AMGEN INC 4404 12777 51SH. HOME DEPOT INC 2743 11137 80SH UNITED TECHNOLOGIES CORP 10038 14114 36SH. ACCENTURE PLC 2688 7581 161SH. VISA INC 18780 30252 68SH UNION PACIFIC CORP 5565 12294 794SH VANGUARD FINANCIALS ET 47696 60566 86SH. JOHNSON & JOHNSON 5397 12545 78SH. CHUBB LTD 7819 12141 97SH WALMART STORES 7263 11527 143SH ALBEMARLE CORP 9345 10445 624SH BARRICK GOLD CORP 10311 11600 238SH BLACKSTONE GROUP INC 9383 13314 156 BOOZ ALLEN HAMILTON HOLDING CO 10996 11096 225 BP PLC SPNOS ADR 8675 8491 166SH CVS HEALTH CORPORATION 8701 12332 594SH HALLIBURTON COMPANY 10879 14535 127SH MANPOWERGROUP INC 10535 12332 123SH NOVARTIS AG 9587 11647 59SH NVIDIA CORPO 10927 13883 602SH PATTERSON COMPANIES 10383 12329 335SH PULTE GROUP 9048 12998 155SH QUALCOMM INC 9232 13676 121SH SYNCHRONY FINANCIAL 4102 4357 97SH UNITED PARCEL SERVICE 10118 11355 80SH UNITED TECHNOLOGIES CORP 11046 11981 120SH VANGUARD INDEX FDS REAL ESTATE 10974 11135 79SH VANGUARD UTILITIES 10861 11288 25SH ACCENTURE 1319 5264 4SH BLACKROCK INC 562 2011 23SH INTEL 439 1377 25SH BOEING 2075 8144 777SH JP MORGAN CHASE 103982 108314 52SH RAYTHEON 2574 11426 ADVERTISING 46 41 5 THE BLACKSTONE GROUP K-1 - 1231 INCOME 3 3 3 THE BLACKSTONE GROUP K-1 - OTHER INCOME 4 4 4 THE BLACKSTONE GROUP K-1 - ORDINARY INCOME 1 1 1 ROUNDING 1 NET ASSET ADJUSTMENT BOOK VALUE VS. FMV DONATED STOCK 9121 PRIOR PERIOD ADJUSTMENT 142 INVESTMENT ADVISORY FEES 2400 2400 0 BRUCE W JANET C KNOTT 3210 MEDFORD ROAD DURHAM NC 27705 FEDERAL INCOME TAX 742 0 0 FOREIGN TAXES PAID 33 33 0