JACOBS PREYER FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JACOBS PREYER FAMILY FOUNDATION (EIN 56-6535541)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201903189349101300
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T09:28:39-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200404082 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566535541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACOBS PREYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 3362745741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PIEDMONT TRUST CO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LR PREYER JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3362745741 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC DUTTON | PreparerPersonNm |
| PTIN | P01218304 | PTIN |
| Phone | 3362745471 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.177.78.227 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 09:28:35 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 54FB04EB40ABE9CE0135A24B7C4664162799EB06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,966,339 | 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 |
| Interest On Sav Rev And Expnss | $1,443 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,443 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $285,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $634,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $338,255 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $44,166 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,272 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $334,442 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,136 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $292 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $4,810 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $52 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,072 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,753 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,104 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,759 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,104 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,104 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $254,683 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $350,209 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $8,752 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $139,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $139,784 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,747 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,282,857 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,772,768 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,817,808 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,292,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,922,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,966,339 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,292,722 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,922,177 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,292,722 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,922,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,292,722 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,922,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,292,722 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $254,683 | ExcessRevenueOverExpensesAmt |
| Other Increases | $418,938 | OtherIncreasesAmt |
| Subtotal | $1,966,343 | SubtotalAmt |
| Other Decreases | $44,166 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,922,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $628,642 | $348,982 | $279,660 | $279,660 | |
| PAIF LLC | $20,865 | -$20,865 | -$20,865 | P | |
| PAIF LLC | $75,494 | $75,494 | $75,494 | P | |
| PSIF LLC | $2,182 | -$2,182 | -$2,182 | P | |
| CAPITAL GAINS DIVIDENDS | $6,148 | $6,148 | $6,148 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $338,255 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,075 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,564,871 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049892 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,453,333 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035202 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $19,414 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $981,452 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.019781 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $591 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $470,100 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001257 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,539 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $412,635 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020694 | DistributionYr5Rt |
| Total Distribution | 0.126826 | TotalDistributionRt |
| Average Distribution | 0.025365 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,692,173 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,502 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $46,424 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,104 | 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 | $3,502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $793 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,450 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,243 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,741 | OverpaymentAmt |
| Applied To ES Tax | $1,520 | AppliedToESTaxAmt |
| Refund | $221 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | PIEDMONT TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3362745471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 GREEN VALLEY ROAD | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LUNSFORD RICHARDSON PREYER JR | ||||||||
| C/O PIEDMONT FIN TR BOX 20124 | GREENSBORO | NC | 27420 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MARILYN JACOBS PREYER | ||||||||
| C/O PIEDMONT FIN TR BOX 20124 | GREENSBORO | NC | 27420 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,634,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $83,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,717,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,717,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,769 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,692,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,609 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,609 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,502 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $618 | IncomeTaxAmt |
| Total Tax | $4,120 | TotalTaxAmt |
| Distributable Before Adj | $80,489 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,489 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,489 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,104 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,104 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,502 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,489 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $67,993 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,104 | QualifyingDistributionsAmt |
| Applied To Year1 | $67,993 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,111 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $75,378 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALD HEAD ISLAND CONSERVANCY INC | |||||||
| PO BOX 3109 | BALD HEAD ISLAND | NC | 28461 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| CHILDREN'S HOME SOCIETY OF NC | |||||||
| PO BOX 14608 | GREENSBORO | NC | 27415 | NONE | 501(C)(3) | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| COMPASS CENTER FOR WOMEN AND FAMILIES | |||||||
| PO BOX 1057 | CHAPEL HILL | NC | 27514 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $25,000 |
| DUKE UNIVERSITY | |||||||
| 2138 CAMPUS DRIVE BOX 90586 | DURHAM | NC | 27708 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| DURHAM ACADEMY INC | |||||||
| 3601 RIDGE ROAD | DURHAM | NC | 27705 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| FRIENDS OF THE MOUNTAIN TO SEA TRAIL | |||||||
| PO BOX 10431 | RALEIGH | NC | 27605 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| GREEN RIVER PRESERVE | |||||||
| 301 GREEN RIVER ROAD | CEDAR MOUNTAIN | NC | 28718 | NONE | 501(C)(3) | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| HABITAT FOR HUMANITY OF ORANGE COUNTY | |||||||
| 88 VILCOM CENTER DRIVE SUITE L110 | CHAPEL HILL | NC | 27514 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| HILLSBOROUGH ARTS COUNCIL | |||||||
| 102 N CHURTON STREET | HILLSBOROUGH | NC | 27278 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| NC BOTANICAL GARDEN | |||||||
| CB 3375 | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| NC COASTAL LAND TRUST | |||||||
| 131 RACINE DRIVE SUITE 202 | WILMINGTON | NC | 28403 | NONE | 501(C)(3) | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| NORTH CAROLINA MUSEUM OF ART FOUNDATION | |||||||
| 4630 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $5,000 |
| PAWS4EVER | |||||||
| 6311 NICKS ROAD | MEBANE | NC | 27302 | NONE | 501(C)(3) | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| SOUTHERN APPALACHIAN HIGHLANDS CONSERV | |||||||
| 34 WALL STREET SUITE 502 | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 1330 | DURHAM | NC | 27702 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $500 |
| THE UNIV OF NC CENTER FOR PUBLIC TV | |||||||
| 10 TW ALEXANDER DRIVE | RTP | NC | 27709 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| UNIVERSITY OF NC AT CHAPEL HILL | |||||||
| CAMPUS BOX 2200 | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| UNIVERSITY UNITED METHODIST CHURCH | |||||||
| 150 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $5,000 |
| THE ARTS AND SCIENCES FOUNDATION INC | |||||||
| CB 6115 | CHAPEL HILL | NC | 27514 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $5,000 |
| KIDZU CHILDREN'S MUSEUM | |||||||
| 201 S ESTES DRIVE | CHAPEL HILL | NC | 27514 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| NORTH CAROLINA PUBLIC RADIO-WUNC | |||||||
| 120 FRIDAY CENTER DRIVE | CHAPEL HILL | NC | 27517 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $4,000 |
| MEDICAL FOUNDATION OF NORTH CAROLINA | |||||||
| 450 WEST DRIVE CB 7295 | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $5,000 |
| SCHOOL OF SOCIAL WORK FOUNDATION INC | |||||||
| 325 PITTSBORO ST CB 3550 | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $5,000 |
| GREATER WASHINGTON COMMUNITY FOUNDATION | |||||||
| 1325 G ST NW STE 480 | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,443 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,025 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,166 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $285,808 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $334,442 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,442 | 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 | RICHARDSON CORPORATION | StockNm |
| EOY Book Value | $9,625 | EOYBookValueAmt |
| EOYFMV | $8,747 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIEDMONT ASSOCIATES INVT FUND LLC | $1,030,585 | $1,339,869 | $1,410,751 |
| PIEDMONT SOUTHEASTERN INVT FUND LLC | $252,272 | $249,890 | $245,654 |
| MUTUAL FUNDS | $183,009 | $161,403 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FUNDS DISTRIBUTIONS | Desc |
| Amt | $44,166 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCTG, CHARITABLE & GRANT ADMINISTRATION | $8,415 | $6,311 | $2,104 |
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | $0 | $13,879 | $0 |
| PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC | $0 | $563 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INCOME DISTRIBUTIONS | $44,166 | $0 | $44,166 |
| PIEDMONT ASSOCIATES INVESTMENT FUND LLC | -$2,272 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ASSET FREE RECEIPT-COMMON STOCKS | $347,870 |
| INVESTMENT FUNDS ADJUSTMENTS | $71,068 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $292 | Amt |
| Net Investment Income | $292 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $0 | $1,072 | $0 |
| EXCISE TAXES PAID | $52 | $0 | $0 |