BIN CHARITABLE FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
BIN CHARITABLE FOUNDATION (EIN 56-2111550)
Tax period
2017-01-01 to 2017-12-31
Filed
2019-01-19
IRS object ID
201900199349100000
Schema version
2017v2.3
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)
Return2019-01-19T08:57:26-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561446718PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON & OLSZEWSKI CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12451 CROASDAILE FARM PARKWAY STE 10AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27705ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562111550EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BIN CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2% SARAH FISHBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBINCBusinessNameControlTxt
Phone9193835826PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13103 BUCKINGHAM ROADAddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELISSA B OLSZEWSKIPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9196810462PhoneNum
Signature2019-01-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELISSA B OLSZEWSKIPreparerPersonNm
PTINP00916898PTIN
Phone9193835826PhoneNum
Preparation2019-01-19PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.172.20.182IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-19IPDt
IP Tm08:57:26IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id60CC1CFF805B7F0FB2728AA1A55AADCC9CFBB92EAtSubmissionCreationDeviceId
At Submission Filing Device Id60CC1CFF805B7F0FB2728AA1A55AADCC9CFBB92EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,046,831FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$45,716InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45,716InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$45,716InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$360,759DividendsRevAndExpnssAmt
Dividends Net Invst Incm$359,019DividendsNetInvstIncmAmt
Dividends Adj Net Incm$360,759DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$550,189NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,990,369GrossSalesPriceAmt
Total Rev And Expnss$956,664TotalRevAndExpnssAmt
Total Net Invst Incm$404,735TotalNetInvstIncmAmt
Total Adj Net Incm$406,475TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,828LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,828LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$2,828LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$14,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$14,000AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$142,665OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$142,665OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$142,665OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$5,069TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,069TaxesNetInvstIncmAmt
Taxes Adj Net Incm$5,069TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$75OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$164,637TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$164,637TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$164,637TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$975,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$975,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,139,637TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$164,637TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$164,637TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$975,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$182,973ExcessRevenueOverExpensesAmt
Net Investment Income$240,098NetInvestmentIncomeAmt
Adjusted Net Income$241,838AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,971CashBOYAmt
Cash EOY$16,288CashEOYAmt
Cash EOYFMV$16,288CashEOYFMVAmt
Sav And Temp Cash Invst BOY$857,146SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$386,264SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$386,264SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$5,360PrepaidExpensesBOYAmt
Prepaid Expenses EOY$5,080PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$5,080PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$100,245USGovernmentObligationsBOYAmt
US Government Obligations EOY$100,245USGovernmentObligationsEOYAmt
Corporate Stock BOY$8,528,861CorporateStockBOYAmt
Corporate Stock EOY$9,152,733CorporateStockEOYAmt
Corporate Stock EOYFMV$11,712,411CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,100,983CorporateBondsBOYAmt
Corporate Bonds EOY$750,983CorporateBondsEOYAmt
Corporate Bonds EOYFMV$926,788CorporateBondsEOYFMVAmt
Total Assets BOY$10,594,566TotalAssetsBOYAmt
Total Assets EOY$10,411,593TotalAssetsEOYAmt
Total Assets EOYFMV$13,046,831TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$10,594,566RetainedEarningBOYAmt
Retained Earning EOY$10,411,593RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,594,566TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,411,593TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,594,566TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,411,593TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,594,566TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$182,973ExcessRevenueOverExpensesAmt
Subtotal$10,411,593SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,411,593TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,156,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,384,818NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.093340DistributionYr1Rt
Adjusted Qlfy Distri Yr2$856,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,036,573NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071117DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,376,919AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,518,317NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109992DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,251,954AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,093,553NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.103522DistributionYr4Rt
Adjusted Qlfy Distri Yr5$2,017,674AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,714,657NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.172235DistributionYr5Rt
Total Distribution0.550206TotalDistributionRt
Average Distribution0.110041AverageDistributionRt
Net Vl Noncharitable Assets$12,728,672NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,400,676AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,401NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,403,077AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,950,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,401InvestmentIncomeExciseTaxAmt
Subtotal$2,401SubtotalAmt
Tax Based On Investment Income$2,401TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,080EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,080TotalPaymentsAndCreditsAmt
Overpayment$2,679OverpaymentAmt
Applied To ES Tax$2,679AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELISSA B OLSZEWSKI CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9193835826PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12451 CROASDAILE FARM PARKWAYAddressLine1Txt
Address Line2SUITE 102AddressLine2Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27705ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

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 AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
SARAH FISH
3103 BUCKINGHAM ROADDURHAMNC27707PRESIDENT000.00$0$0$0
ELISSA B OLSZEWSKI
2451 CROASDAILE FARM PKWYDURHAMNC27705TREASURER000.00$0$0$0SUITE 102
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,246,577AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$675,933AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,922,510TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$12,922,510AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$193,838CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,728,672NetVlNoncharitableAssetsAmt
Minimum Investment Return$636,434MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$636,434MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,401TaxBasedOnInvestmentIncomeAmt
Total Tax$2,401TotalTaxAmt
Distributable Before Adj$634,033DistributableBeforeAdjAmt
Distributable Before Ded$634,033DistributableBeforeDedAmt
Distributable As Adjusted$634,033DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$975,000ExpensesAndContributionsAmt
Charitable Assets Acquis Paid$975,000CharitableAssetsAcquisPaidAmt
Qualifying Distributions$1,950,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,401PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,947,599AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$634,033DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,435,593ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$651,368ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$759,231ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$259,514ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$541,828ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,647,534TotalExcessDistributionCyovAmt
Qualifying Distributions$1,950,000QualifyingDistributionsAmt
Applied To Current Year$634,033AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,315,967RemainingDistriFromCorpusAmt
Total Corpus$4,963,501TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,435,593ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,527,908ExcessDistriCyovToNextYrAmt
Excess From Year4$651,368ExcessFromYear4Amt
Excess From Year3$759,231ExcessFromYear3Amt
Excess From Year2$259,514ExcessFromYear2Amt
Excess From Year1$541,828ExcessFromYear1Amt
Excess From Current Year$1,315,967ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
-AUGUSTINE PROJECT
200 HAYES ROADCHAPEL HILLNC27517UNRESTRICTED$23,000
BIG BROTHERS BIG SISTERS
1001 NAVAHO DRIVERALEIGHNC27609UNRESTRICTED$10,000
CAROLINA FRIENDS SCHOOL
4809 FRIENDS SCHOOL ROADDURHAMNC27705UNRESTRICTED$20,000
CAROLINA THEATER OF DURHAM
309 W MORGAN STDURHAMNC27701UNRESTRICTED$20,000
CAROLINA TIGER RESCUE
1940 HANKS CHAPEL ROADPITTSBORONC27312UNRESTRICTED$5,000
CHORALE SOCIETY OF DURHAM
120 MORRIS STREETDURHAMNC27701UNRESTRICTED$25,000
COMMUNITIES IN SCHOOLS
2345 CRYSTAL DR STE 700ARLINGTONVA22202UNRESTRICTED$10,000
DURHAM CENTRAL PARK
115 MARKET STREETDURHAMNC27701UNRESTRICTED$5,000
DURHAM HABITAT FOR HUMANITY
215 N CHURCH STDURHAMNC27701UNRESTRICTED$35,000
DURHAM LEAP
1737 HILLANDALE ROADDURHAMNC27705UNRESTRICTED$10,000
DURHAM LITERACY CENTER
PO BOX 52209DURHAMNC27707UNRESTRICTED$35,000
DURHAM NATIVITY SCHOOL
7 PILTON PLACEDURHAMNC27705UNRESTRICTED$25,000
DURHAM TECH - DREAMKEEPERS
1637 LAWSON STDURHAMNC27703UNRESTRICTED$20,000
EAST DURHAM CHILDREN'S INITIATIVE
2101 ANGIER AVENUE 3RD FLDURHAMNC27703UNRESTRICTED$10,000
ELLERBE CREEK WATERSHED
PO BOX 2679DURHAMNC27705UNRESTRICTED$15,000
ENO RIVER ASSOCIATION
4404 GUESS RDDURHAMNC27712UNRESTRICTED$5,000
EXECUTIVE SERVICE CORPS OF DURHAM
PO BOX 51152DURHAMNC27717UNRESTRICTED$10,000
FAMILIES MOVING FORWARD
300 N QUEEN STDURHAMNC27702UNRESTRICTED$15,000
HOUSING FOR NEW HOPE
1406 HOLLOWAY STDURHAMNC27703UNRESTRICTED$25,000
JUNIOR LEADERSHIP OF DURH
PO BOX 2492DURHAMNC27715UNRESTRICTED$5,000
KIDZNOTES
1803 W MARKHAM AVEDURHAMNC27705UNRESTRICTED$10,000
MALLARME CHAMBER PLAYERS
120 MORRIS STREETDURHAMNC27701UNRESTRICTED$52,000
MUSEUM OF LIFE AND SCIENCE
433 W MURRAY AVEDURHAMNC27704UNRESTRICTED$10,000
NC BOTANICAL GARDENS
UNIVNC CB 3375CHAPEL HILLNC27599UNRESTRICTED$10,000
PARTNERS FOR YOUTH OPPORTUNITY
1309 HALLEY STREETDURHAMNC27707UNRESTRICTED$5,000
PLAYWORKS DURHAM
5607 NC HIGHWAY 55 STE202DURHAMNC27713UNRESTRICTED$15,000
RONALD MCDONALD HOUSE
506 ALEXANDER AVEDURHAMNC27705UNRESTRICTED$25,000
SEEDS
706 GILBERT STREETDURHAMNC27701UNRESTRICTED$25,000
TROSA
1820 JAMES STREETDURHAMNC27707UNRESTRICTED$10,000
URBAN MINISTRIES OF DURHA
410 LIBERTY STREETDURHAMNC27702UNRESTRICTED$10,000
ACKLAND ART MUSUEM
101 S COLUBMIA STCHAPEL HILLNC27599UNRESTRICTED$60,000
STUDENT U
3116 ACADEMY RDDURHAMNC27707UNRESTRICTED$10,000
DURHAM MUSEUM OF HISTORY
500 W MAIN STDURHAMNC27701UNRESTRICTED$5,000
SARAH P DUKE GARDENS
420 ANDERSON STDURHAMNC27708UNRESTRICTED$35,000
DURHAM CONGREGATIONS IN ACTION
504 W CHAPEL HILL STDURHAMNC27701UNRESTRICTED$5,000
VOCAL ARTS ENSEMBLE
PO BOX 90665DURHAMNC27705UNRESTRICTED$20,000
KING BAUDOUIN FOUNDATION
10 ROCKEFELLER PLAZA 16THNEW YORKNY10020UNRESTRICTED$320,000
MAKING A DIFFERENCE
1067 LEMONT DRRAEFORDNC28376UNRESTRICTED$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$975,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,716ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$360,759ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$550,189RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$406,475ExclusionAmt
Related Or Exempt Function Incm$550,189RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$956,664TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$14,000Amt
Net Investment Income$14,000NetInvestmentIncomeAmt
Adjusted Net Income$14,000AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$2,990,369GrossSalesPriceAmt
Basis$2,440,180BasisAmt
Total Net$550,189TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSECURITIES HELD BY SMITH BARNEYBondNm
EOY Book Value$750,983EOYBookValueAmt
EOYFMV$926,788EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIES HELD BY MERRILL LYNCHStockNm
EOY Book Value$9,152,733EOYBookValueAmt
EOYFMV$11,712,411EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$100,245USGovtObligationsBookVlEOYAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$2,828LegalFeesAmt
Net Investment Income$2,828NetInvestmentIncomeAmt
Adjusted Net Income$2,828AdjustedNetIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
BANK CHARGES$75$75$75
OFFICE EXPENSES
PENALTY

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PORTFOLIO MANAGEMENT FEES$128,305$128,305$128,305
OTHER EXPENSES - ML$360$360$360
COMPLIANCE CONSULTING$14,000$14,000$14,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$5,069Amt
Net Investment Income$5,069NetInvestmentIncomeAmt
Adjusted Net Income$5,069AdjustedNetIncomeAmt

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