BETA

RIDDLE FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RIDDLE FAMILY FOUNDATION (EIN 46-1430893)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202013179349102391
Schema version
2019v5.1
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)
Return2020-11-12T14:46:52-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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
Signature2020-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLESLIE L ANDERSONPreparerPersonNm
PTINP00021396PTIN
Phone3364822444PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address52.225.238.186IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-12IPDt
IP Tm14:46:48IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,679,349FMVAssetsEOYAmt
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$57,012DividendsRevAndExpnssAmt
Dividends Net Invst Incm$56,813DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,915NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$218,687GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,915CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$118OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$118OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$140,045TotalRevAndExpnssAmt
Total Net Invst Incm$139,846TotalNetInvstIncmAmt
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$1,010AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,010AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$369TaxesRevAndExpnssAmt
Taxes Net Invst Incm$35TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,749OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$27,739OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,278TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,924TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,020TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$86,080ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$86,080ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,924TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$87,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$24,687ExcessRevenueOverExpensesAmt
Net Investment Income$111,922NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,516CashBOYAmt
Cash EOY$27,172CashEOYAmt
Cash EOYFMV$27,172CashEOYFMVAmt
Sav And Temp Cash Invst BOY$28,404SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,872SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,872SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$86AcctRcvblBOYAmt
Corporate Stock BOY$132,388CorporateStockBOYAmt
Corporate Stock EOY$208,822CorporateStockEOYAmt
Corporate Stock EOYFMV$213,657CorporateStockEOYFMVAmt
Corporate Bonds BOY$23,779CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$1,436,287OtherInvestmentsBOYAmt
Other Investments EOY$1,435,648OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,435,648OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,622,460TotalAssetsBOYAmt
Total Assets EOY$1,674,514TotalAssetsEOYAmt
Total Assets EOYFMV$1,679,349TotalAssetsEOYFMVAmt
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$1,622,460RetainedEarningBOYAmt
Retained Earning EOY$1,674,514RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,622,460TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,674,514TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,622,460TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,674,514TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,622,460TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$24,687ExcessRevenueOverExpensesAmt
Other Increases$27,367OtherIncreasesAmt
Subtotal$1,674,514SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,674,514TotNetAstOrFundBalancesEOYAmt

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 MNGT FUND K-1P$35,599$35,599
PUBLICLY TRADED SECURITIES$47,306$47,306$218,677$171,371
CAPITAL GAINS DIVIDENDSP$10$10$10
FieldValueIRS element (for citing)
Capital Gain Net Income$82,915CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$86,807AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,747,285NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049681DistributionYr1Rt
Adjusted Qlfy Distri Yr2$83,151AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,757,166NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047321DistributionYr2Rt
Adjusted Qlfy Distri Yr3$85,669AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,687,108NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050779DistributionYr3Rt
Adjusted Qlfy Distri Yr4$300AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,712,126NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000175DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.147956TotalDistributionRt
Average Distribution0.029591AverageDistributionRt
Net Vl Noncharitable Assets$1,706,428NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$50,495AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,119NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$51,614AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$87,100QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,119InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,119SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,119TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$1,150ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,150TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$12EsPenaltyAmt
Overpayment$19OverpaymentAmt
Applied To ES Tax$19AppliedToESTaxAmt
Refund$0RefundAmt

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$189,998AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,068AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,503,348FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,732,414TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,732,414AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,986CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,706,428NetVlNoncharitableAssetsAmt
Minimum Investment Return$85,321MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$85,321MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,119TaxBasedOnInvestmentIncomeAmt
Total Tax$1,119TotalTaxAmt
Distributable Before Adj$84,202DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$84,202DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$84,202DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$87,100QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,119PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$85,981AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$84,202DistributableAsAdjustedAmt
Undistributed Income PY$86,080UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$87,100QualifyingDistributionsAmt
Applied To Year1$86,080AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,020AppliedToCurrentYearAmt
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$83,182UndistributedIncomeCYAmt
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 (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CAPE FEAR REGIONAL THEATRE
1209 HAY STREETFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,500
COMMUNITY CONCERTS OF FAYETTEVILLE
1960 COLLISEUM DRIVEFAYETTEVILLENC28306NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,500
CONNECTIONS OF CUMBERLAND COUNTY
119 N COOL SPRING STFAYETTEVILLENC28301NONEPCSUPPORT RESOURCE CENTER FOR AIDING HOMELESS WOMEN AND CHILDREN$7,500
FAYETTEVILLE POLICE FOUNDATION
467 HAY STFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS AND PROMOTE PUBLIC SAFETY$5,000
GREATER FAYETTEVILLE SCHOLARSHIP PAGEANT ASSOCIATION
317 SHAWCROFT RDFAYETTEVILLENC28311NONEPCSUPPORT OPERATIONS OF ORGANIZATION AND FUND SCHOLARSHIPS$1,500
JDRF
25 BROADWAY 14TH FLOORNEW YORKNY10004NONEPCSUPPORT OPERATIONS OF ORGANIZATION$500
MILLER'S CREW
407 MIRROR LAKE PLFAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$500
PARTNERSHIP FOR CHILDREN OF CUMBERLAND COUNTY
351 WAGONER DR SUITE 200FAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
SALVATION ARMY
220 EAST RUSSELL STFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS AND MISSIONS OF ORGANIZATION$2,500
TEAM ADDO INC
599 MARMORA AVENUETAMPAFL33606NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,000
THE CARE CLINIC
239 ROBESON STREETFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,500
THE FAYETTEVILLE ACADEMY
3200 CLIFFDALE RDFAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION AND FUND EDUCATIONAL ACTIVITIES$10,000
THE UNIVERSITY OF NC AT PEMBROKE
ONE UNIVERSITY DRPEMBROKENC28372NONEPCSUPPORT OPERATIONS OF EDUCATIONAL INSTITUTION$10,000
CAPE FEAR BOTANICAL GARDEN
PO BOX 53485FAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF GARDENS AND EDUCATION$4,000
ALMA O EASOM
1610 WESTLAWN AVEFAYETTEVILLENC28305NONEPCSUPPORT OF EDUCATION - BIG ENVELOPE DRIVE$1,000
COBURN MEMORIAL UNITED METHODIST CHURCH
901 S CHURCH STREETSALISBURYNC28144NONEPCSUPPORT OF MINISTRY AND OPERATIONS$500
FAYETTEVILLE TECHNICAL COMMUNITY COLLEGE
2201 HULL ROAD PO BOX 35236FAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF EDUCATIONAL INSTITUTION$10,080
VILLAGE CHRISTIAN ACADEMY
908 S MCPHERSON CHURCH ROADFAYETTEVILLENC28303NONEPCSUPPORT OF EDUCATIONAL INSTITUTION$1,000
FREEDOM CHRISTIAN ACADEMY
3130 GILLESPIE STREETFAYETTEVILLENC28306NONEPCSUPPORT OF EDUCATIONAL INSTITUTION$1,000
5 SPARROWS
336 RAY AVENUEFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS OF ORGANIZATION$5,000
FRIENDSHIP COMMUNITY GARDENS
4274 BRYAN STREET PO BOX 53908FAYETTEVILLENC28305NONEPCSUPPORT DEVELOPMENT OF COMMUNITY GARDEN$2,000
CAPE FEAR VALLEY HOSPITAL
PO BOX 87526FAYETTEVILLENC28304NONEPCPROVIDE FUNDING FOR MEDICAL OPERATIONS$5,500
MEREDITH COLLEGE
3800 HILLSBOROUGH STRALEIGHNC27607NONEPCSUPPORT OF EDUCATIONAL INSTITUTION$1,500
WOMENS GIVING CIRCLE
308 GREEN STREET PO BOX 2345FAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,500
FAYETTEVILLE FAMILY LIFE CENTER
114 HIGHLAND AVEFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,500
FAYETTEVILLE URBAN MINISTRIES
PO BOX 1171FAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$86,080TotalGrantOrContriPdDurYrAmt
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$57,012ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$118ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,915ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$140,045ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$140,045TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,010Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,010DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMES EQUITIESStockNm
EOY Book Value$208,822EOYBookValueAmt
EOYFMV$213,657EOYFMVAmt

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$1,435,648BookValueAmt
EOYFMV$1,435,648EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SAM RISK MANAGED FUND K-1 PORTFOLIO DEDUCTIONS$27,739$27,739$0
NC SECRETARY OF STATE DIVISION OF BUSINESS$10$0$10

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$118RevenueAndExpensesPerBooksAmt
Net Investment Income$118NetInvestmentIncomeAmt
Adjusted Net Income$118AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO INVESTMENT COST BASISDesc
Amt$27,367Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$35$35$0
EXCISE TAX$334$0$0

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