SECOND FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SECOND FAMILY FOUNDATION INC (EIN 20-5885567)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202033109349100513
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T09:34:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205885567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECOND FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SECO | BusinessNameControlTxt |
| Phone | 9199679823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SOUTH ESTES DRIVE SUITE 203 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD MILES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9199679823 | PhoneNum |
| Signature | 2020-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH MAUCH | PreparerPersonNm |
| PTIN | P01988953 | PTIN |
| Phone | 9199428700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-03 | IPDt |
| IP Tm | 12:33:49 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0D49E847F3114583DAD4C942B4F602A16906BFDE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92CBB6418953F528229437A486F4D50858FA3534 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,464,354 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $245,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $245,674 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $245,674 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $788,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,096,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $788,484 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $103,740 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $213 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $213 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $213 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,034,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,034,371 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $349,627 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $121,983 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $127,983 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,852 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,852 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $8,587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,587 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $9,231 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,335 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $14,073 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,073 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,236 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,236 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $144 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $144 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $246,698 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,294 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $225,804 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $428,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $403,910 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $429,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $605,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,014,077 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $349,627 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,857 | CashBOYAmt |
| Cash EOY | $48,539 | CashEOYAmt |
| Cash EOYFMV | $48,539 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,813 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $195,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $195,066 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,458,101 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,458,101 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,651,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,343,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,343,686 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,718,380 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,416,485 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,416,485 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,926 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,549 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,174 | LandBOYAmt |
| Land EOY | $2,377 | LandEOYAmt |
| Land EOYFMV | $2,377 | LandEOYFMVAmt |
| Other Assets BOY | $700 | OtherAssetsBOYAmt |
| Other Assets EOY | $100 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $100 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,438,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,464,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,464,354 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,941 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,672 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,672 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,434,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,457,682 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,434,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,457,682 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,438,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,464,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,434,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $605,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $967,305 | OtherIncreasesAmt |
| Subtotal | $11,007,078 | SubtotalAmt |
| Other Decreases | $549,396 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,457,682 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY ST | P | $3,300,001 | $3,281,092 | $18,909 | $18,909 |
| FIDELITY LT | P | $30,999 | $27,348 | $3,651 | $3,651 |
| GWL REAL ESTATE PLUS K-1 | P | $84,831 | $84,831 | $84,831 | |
| GWL REAL ESTATE PLUS K-1 | P | $680,070 | $680,070 | $680,070 | |
| CAPITAL GAINS DIVIDENDS | P | $1,023 | $1,023 | $1,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $788,484 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $103,740 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $420,382 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,472,175 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044381 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $395,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,455,355 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041804 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $315,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,825,476 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035777 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $244,058 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,616,340 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.028325 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $252,074 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,335,214 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030242 | DistributionYr5Rt |
| Total Distribution | 0.180529 | TotalDistributionRt |
| Average Distribution | 0.036106 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,794,326 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $353,634 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,141 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $363,775 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $404,710 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,741 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SECONDFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD MILES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9199679823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1203 FIDLER LANE | AddressLine1Txt |
| City | SILVER SPRING | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20910 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MIKE MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| ELSTON MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | VICE PRESIDENT/SECRETARY | 0.25 | $0 | $0 | $0 |
| WENDY MILES BAER | ||||||||
| 476 EMORY CIRCLE | ATLANTA | GA | 30307 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ALEXANDRA MILES SKOVE | ||||||||
| 7 ALDWOOD LANE | RUMSON | NJ | 07760 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREA ALDEN MILES | ||||||||
| 533 MANZANITA AVE | CORTA MEDERA | CA | 94925 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EDWARD WILLIAM MILES | ||||||||
| 1203 FIDLER LANE | SILVER SPRING | MD | 20910 | DIRECTOR | 0.25 | $6,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY KUNKEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SOUTH ESTES DRIVE STE 203 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 50.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,843 | CompensationAmt |
| Employee Benefits | $6,499 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TRANSPORTATION RESOURCES AND SUPPORT VIA ORANGE COUNTY DSS WERE PROVIDED TO 40+ PROGRAM YOUTH OVER THE COURSE OF 2018. THIS SERVICE AND PROGRAM AFFORDED YOUTH THE MOBILITY TO ATTEND FITNESS (SFFIT) AND EMPLOYMENT (SFWORKS) PROGRAMS AS WELL OTHER SELF-DEVELOPMENT WORK SUCH AS TUTORING AND SPECIALIZED EDUCATIONAL NEEDS. JOB COACHING AND SUPPORT IS ALSO PROVIDED DURING THE TRANSPORTATION TIMES. | Description1Txt |
| Expenses1 | $123,668 | Expenses1Amt |
| Description2 | SFFIT - YOUTH CHARACTER AND ATHLETIC PROGRAM THAT EMPHASIZES PERSEVERANCE AND WELLNESS (EXERCISE AND NUTRITION), ELEMENTS OF SFF'S TENETS. | Description2Txt |
| Expenses2 | $12,190 | Expenses2Amt |
| Description3 | SFWORKS - YOUTH EMPLOYMENT PROGRAM THAT CONNECTS YOUTH WHO ARE EXPERIENCING RISK TO THEIR FIRST JOB, AS WELL AS, REFERENCE BUILDING EXPERIENCES AND RELATIONSHIPS | Description3Txt |
| Expenses3 | $39,129 | Expenses3Amt |
| Description4 | ACADEMIC TUTORING/SUPPORT AND INCENTIVE PROGRAM. | Description4Txt |
| Expenses4 | $8,605 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,934,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,859,190 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,943,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,943,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $149,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,794,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $489,716 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,710 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,710 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,141 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $394,569 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-04-05 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $349,627 | CurrentYearAmt |
| Year1 | $267,257 | Year1Amt |
| Year2 | $228,033 | Year2Amt |
| Year3 | $191,937 | Year3Amt |
| Total | $1,036,854 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $297,183 | CurrentYearAmt |
| Year1 | $227,168 | Year1Amt |
| Year2 | $193,828 | Year2Amt |
| Year3 | $163,146 | Year3Amt |
| Total | $881,326 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $404,710 | CurrentYearAmt |
| Year1 | $423,665 | Year1Amt |
| Year2 | $399,627 | Year2Amt |
| Year3 | $318,760 | Year3Amt |
| Total | $1,546,762 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $404,710 | CurrentYearAmt |
| Year1 | $423,665 | Year1Amt |
| Year2 | $399,627 | Year2Amt |
| Year3 | $318,760 | Year3Amt |
| Total | $1,546,762 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,464,354 | CurrentYearAmt |
| Year1 | $9,438,565 | Year1Amt |
| Year2 | $9,283,498 | Year2Amt |
| Year3 | $9,216,154 | Year3Amt |
| Total | $38,402,571 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,461,977 | CurrentYearAmt |
| Year1 | $9,436,390 | Year1Amt |
| Year2 | $9,279,745 | Year2Amt |
| Year3 | $9,213,198 | Year3Amt |
| Total | $38,391,310 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIKE MILES | ContributingManagerNm |
| Contributing Manager | ELSTON MILES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELISSA VILLODAS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 MASON FARM RD APT 112 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | RESEARCH GRANT | GrantOrContributionPurposeTxt |
| Amt | $800 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $245,674 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $788,484 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,034,371 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,034,371 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $3,343,686 | EOYBookValueAmt |
| EOYFMV | $3,343,686 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,458,101 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,458,101 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,416,485 | BookValueAmt |
| EOYFMV | $2,416,485 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE AND FIXTURES | $6,114 | $5,514 | $600 | $600 |
| COMPUTER EQUIPMENT | $11,482 | $9,707 | $1,775 | $1,775 |
| SOFTWARE | $1,330 | $1,328 | $2 | $2 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBSITE | Desc |
| BOY Book Value | $700 | BOYBookValueAmt |
| EOY Book Value | $100 | EOYBookValueAmt |
| EOYFMV | $100 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GWL REAL ESTATE PLUS II K-1 SEC 704(C) GAIN | Desc |
| Amt | $549,396 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL MEMBERSHIPS | $637 | $0 | $0 | $637 |
| INSURANCE | $5,419 | $0 | $0 | $5,419 |
| TUTORING | $1,710 | $0 | $0 | $1,710 |
| GIFTS | $3,382 | $0 | $0 | $3,382 |
| BACKGROUND CHECKS | $212 | $0 | $0 | $212 |
| YOUTH ATHLETIC ACTIVITIES | $12,190 | $0 | $0 | $12,190 |
| MEALS/ENTERTAINMENT WITH YOUTH | $5,383 | $0 | $0 | $5,383 |
| OFFICE SUPPLIES | $2,725 | $0 | $0 | $2,725 |
| PARKING | $16 | $0 | $0 | $16 |
| TELEPHONE | $3,400 | $0 | $0 | $3,400 |
| WEBSITE | $1,151 | $0 | $0 | $1,151 |
| POSTAGE | $888 | $0 | $0 | $888 |
| OTHER PROGRAM EXPENSES | $2,628 | $0 | $0 | $2,628 |
| ACADEMIC INCENTIVE PROGRAM | $7,030 | $0 | $0 | $7,030 |
| YOUTH EMPLOYMENT | $39,129 | $0 | $0 | $39,129 |
| SFF GROUP OUTINGS/EVENTS | $10,490 | $0 | $0 | $10,490 |
| TRAVEL/TRANSPORTATION WITH YOUTH | $123,668 | $0 | $0 | $123,668 |
| COUNSELING | $4,900 | $0 | $0 | $4,900 |
| GUGGENHEIM PLUS II LP/GSW | $7,919 | $7,919 | $0 | $0 |
| FIDELITY OTHER EXPENSES | $12,375 | $12,375 | $0 | $0 |
| BANK CHARGES | $846 | $0 | $0 | $846 |
| AMORTIZATION | $600 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $213 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $213 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN OR LOSS ON INVESTMENTS | Desc |
| Amt | $967,305 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STUDENT ACCOUNTS | Desc |
| BOY Book Value | $3,941 | BOYBookValueAmt |
| EOY Book Value | $6,672 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING/LEGAL | $6,488 | $0 | $0 | $6,488 |
| PAYROLL SERVICE FEES | $2,099 | $0 | $0 | $2,099 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $9,231 | $0 | $0 | $9,231 |
| EXCISE TAXES | $2,283 | $0 | $0 | $0 |
Comments