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SHARED VISIONS FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SHARED VISIONS FOUNDATION INC (EIN 56-2254231)
Tax period
2017-10-01 to 2018-09-30
Filed
2019-03-01
IRS object ID
201900609349100610
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)
Return2019-03-01T15:51:00-06:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561304727PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN & SLOOP CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11414 RALEIGH RD SUITE 300AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27517ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562254231EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHARED VISIONS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHARBusinessNameControlTxt
Phone9196162190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WEDGEWOOD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9196162190PhoneNum
Signature2019-03-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonELIZABETH MAUCHPreparerPersonNm
PTINP01988953PTIN
Phone9199428700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.20.211.129IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-01IPDt
IP Tm16:52:19IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id1B3E3AB753DA12F362349F1C8D3AE4717844F47DAtSubmissionCreationDeviceId
At Submission Filing Device Id22775F24C83E3A4BF9DEB08C9E0A1329E7E58B46AtSubmissionFilingDeviceId
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$2,591,697FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$36,769DividendsRevAndExpnssAmt
Dividends Net Invst Incm$36,769DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$37,500GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$37,500GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$37,500NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$46,534NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$127,967GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,534CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$39,701OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$39,701OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$360,504TotalRevAndExpnssAmt
Total Net Invst Incm$120,803TotalNetInvstIncmAmt
Total Adj Net Incm$39,701TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,075AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$769AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,306AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,324OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,324OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,195TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$256TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$29,226DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$29,226DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$18,936OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$18,936OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,251OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$552OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$20,699OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$93,007TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,645TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$29,226TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$42,197TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$46,154ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$46,154ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$139,161TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,645TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$29,226TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$88,351TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$221,343ExcessRevenueOverExpensesAmt
Net Investment Income$106,158NetInvestmentIncomeAmt
Adjusted Net Income$10,475AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,322CashBOYAmt
Cash EOY$58,266CashEOYAmt
Cash EOYFMV$58,266CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,720SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$8,194SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$8,194SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,073,991OtherInvestmentsBOYAmt
Other Investments EOY$1,296,902OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,409,348OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,218,800LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$102,911LandBldgEquipAccumDeprecAmt
Land BOY$1,141,874LandBOYAmt
Land EOY$1,115,889LandEOYAmt
Land EOYFMV$1,115,889LandEOYFMVAmt
Total Assets BOY$2,256,907TotalAssetsBOYAmt
Total Assets EOY$2,479,251TotalAssetsEOYAmt
Total Assets EOYFMV$2,591,697TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$1,001OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,001TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,256,907RetainedEarningBOYAmt
Retained Earning EOY$2,478,250RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,256,907TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,478,250TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,256,907TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,479,251TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,256,907TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$221,343ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,478,250SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,478,250TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH X4036$85,842$81,433$4,409$4,409
CAPITAL GAINS DIVIDENDS$42,125$42,125$42,125P
FieldValueIRS element (for citing)
Capital Gain Net Income$46,534CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$108,145AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,128,370NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.095842DistributionYr1Rt
Adjusted Qlfy Distri Yr2$125,169AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$977,946NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.127992DistributionYr2Rt
Total Distribution0.223834TotalDistributionRt
Average Distribution0.111917AverageDistributionRt
Net Vl Noncharitable Assets$1,408,462NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$157,631AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,062NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$158,693AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$88,351QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,123InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,123SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,123TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,920EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,920TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,797OverpaymentAmt
Applied To ES Tax$1,797AppliedToESTaxAmt
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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SHAREDVISIONS.ORGWebsiteAddressTxt
Individual With BooksJAY MILLERIndividualWithBooksNm
Phone9196162190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 WEDGEWOOD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSE MILLER III
10 WEDGEWOOD RDCHAPEL HILLNC27514PRESIDENT20.00$0$0$0
EBETH SCOTT-SINCLAIR
10 WEDGEWOOD RDCHAPEL HILLNC27514SECRETARY1.00$0$0$0
GARY GADDY
5921 TREETOP RIDGEDURHAMNC27705DIRECTOR1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION PROVIDES FUNDING TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS (WITH AN EMPHASIS ON MENTAL HEALTH AND BASIC HUMAN SERVICES) IN SUPPORT OF THEIR GOAL OF PROMOTING CO-OPERATION AMONG NON-PROFIT AGENCIES THAT DIRECTLY BENEFIT COMMUNITIES IN DURHAM AND ORANGE COUNTIES NORTH CAROLINA. DURING FISCAL YEAR 2017-2018 THE FOUNDATION AWARDED APPROXIMATELY 48 MONETARY GRANTS; HELD AN ANNUAL FUNDRAISER HIGHLIGHTING THE COMMUNITY SERVICES OF TWO NONPROFITS; PROVIDED AFFORDABLE MEETING AND EVENT SPACE FOR AREA NONPROFITS AT THE SHARED VISIONS RETREAT CENTER; AND PROVIDED SUPPORT AND CONSULTATION FOR AREA NONPROFITS THROUGH VOLUNTEER SERVICE ON BOARDS AND COMMITTEES.Description1Txt
Expenses1$88,351Expenses1Amt

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$1,343,058AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,853AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,429,911TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,429,911AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,408,462NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,423MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,423MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,123TaxBasedOnInvestmentIncomeAmt
Total Tax$2,123TotalTaxAmt
Distributable Before Adj$68,300DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$68,300DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$68,300DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$88,351ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$88,351QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$88,351AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,300DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$77,438ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$55,642ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$133,080TotalExcessDistributionCyovAmt
Qualifying Distributions$88,351QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$68,300AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,051RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$153,131TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$153,131ExcessDistriCyovToNextYrAmt
Excess From Year2$77,438ExcessFromYear2Amt
Excess From Year1$55,642ExcessFromYear1Amt
Excess From Current Year$20,051ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJESSE MILLER IIIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOOK HARVEST
2501 UNIVERSITY DRIVEDURHAMNC27707PCBOOKS TO TRIANGLE CHILDREN$1,000
CHARLES HOUSE ASSOCIATION
7511 SUNRISE ROADCHAPEL HILLNC27510PCSUPPORT FOR THE ELDERLY$500
CLUB NOVA
103 W MAIN STCARRBORONC27510PCSUPPORT PEOPLE LIVING WITH MENTAL ILLNESS$12,160
COMMUNITY EMPOWERMENT FUND
108 W ROSEMARY STCHAPEL HILLNC27516PCTRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY$7,650
COMMUNITY HOME TRUST
104 JONES FERRY RD SUITE CCARRBORONC27510PCCREATE AFFORDABLE HOUSING OPPORTUNITES$580
COMPASS CENTER
210 HENDERSON STCHAPEL HILLNC27514PCDOMESTIC VIOLENCE SUPPORT$500
DEMOCRACY NC
1821 GREEN STDURHAMNC27705PCINCREASE CIVIC PARTICIPATION$300
DURHAM JAZZ WORKSHOP
4608 INDUSTRY LANEDURHAMNC27713PCEDUCATIONAL JAZZ PROGRAMS$1,250
DURHAM RESCUE MISSION
507 E KNOX STDURHAMNC27701PCHOMELESS SUPPORT$750
EL FUTURO
136 E CHAPEL HILL STDURHAMNC27701PCBEHAVIORAL HEALTH SUPPORT TO SPANISH SPEAKING COMMUNITY$700
EMPOWERMENT INC
109 N GRAHAM ST 200CHAPEL HILLNC27516PCCOMMUNITY BUILDING$250
EXTRAORDINARY VENTURES
200 S ELLIOTT RDCHAPEL HILLNC27514PCSUPPORT FOR THE DEVELOPMENTALLY DISABLED$500
NETWORK FOR GOOD
1140 CONNECTICUT AVE NW STE 700WASHINGTONDC20036PCINCREASE CHARITABLE GIVING$100
FAITH CONNECTIONS ON MENTAL ILLNESS
940 CARMICHAEL STCHAPEL HILLNC27514PCMENTAL HEALTH SUPPORT$500
FARMER FOODSHARE
902 N MANGUM STREETDURHAMNC27701PCFOOD FOR THE HUNGRY$400
HABITAT FOR HUMANITY OF DURHAM
215 N CHURCH STDURHAMNC27701PCAFFORDABLE HOUSING$1,000
HIDDEN VOICES
9602 ART RDCEDAR GROVENC27231PCCOMMUNITY BUILDING$300
INTERFAITH COUNCIL
110 W MAIN STCARRBORONC27510PCHELP FOR THOSE IN NEED$8,160
JOSH'S HOPE FOUNDATION
200 CARDINAL DR STE BHILLSBOROUGHNC27278PCMENTAL HEALTH SUPPORT$500
MUSIC MAKER RELIEF FOUNDATION
224 W CORBIN STHILLSBOROUGHNC27278PCPRESERVE MUSIC TRADITIONS OF THE SOUTH$300
NATIONAL MS SOCIETY- GREATER CAROLINAS
3101 INDUSTRIAL DRIVE STE 210RALEIGHNC27609PCSUPPORT MS RESEARCH$400
NC WARN
2812 HILLSBOROUGH RDDURHAMNC27705PCTACKLING CLIMATE CRISIS$825
NEW HOPE CAMP AND CONFERENCE CENTER
4805 86-NCCHAPEL HILLNC27516PCOUTDOOR LEARNING$250
PARTNERS FOR YOUTH OPPORTUNITY
1309 HALLEY STREETDURHAMNC27707PCYOUTH SUPPORT$500
RCWMS - TABLE ROCK SCHOLARSHIPS
1202 WATTS STDURHAMNC27701PCSUPPORT OF MUSIC EDUCATION$500
REALITY MINISTRIES
916 LAMOND AVEDURHAMNC27701PCCREATE OPPORTUNITIES FOR ADULTS WITH AND WITHOUT DISABILITIES$105
THE ARTS CENTER
300 E MAIN ST STE GCARRBORONC27510PCEDUCATE AND INSPIRE CREATIVITY$2,000
TOWN OF CARRBORO - CARRBORO MUSIC FESTIVAL
301 W MAIN STCARRBORONC27510GOVMUSIC EDUCATION$500
TRIANGLE COMMUNITY FOUNDATION - SEND A KID TO CAMP
324 BLACKWELL ST STE 1220DURHAMNC27701PCSEND NEEDY CHILD TO CAMP$250
TROSA
1820 JAMES STDURHAMNC27707PCALCOHOLISM TREATMENT SUPPORT$1,000
UNC CHAPEL HILL
103 SOUTH BUILDING CAMPUS BOX 9100CHAPEL HILLNC27599GOVSCHOLARSHIP AND CREATIVE ENDEAVORS$500
UNCTV
10 TW ALEXANDER DRRESEARCH TRIANGLE PARKNC27709PCEDUCATIONAL TELEVISION$390
URBAN MINISTRIES
410 LIBERTY STDURHAMNC27701PCPOOR AND HOMELESS SUPPORT$500
WCOM FM
300-G E MAIN STCARRBORONC27510PCSUPPORT COMMUNITY RADIO$644
WUNC RADIO
120 FRIDAY CENTERCHAPEL HILLNC27517PCSUPPORT COMMUNITY RADIO$390
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$46,154TotalGrantOrContriPdDurYrAmt
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$36,769ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$37,500ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46,534ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmt
SPECIAL EVENTS$27,813
FUNDRAISING01$11,888

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$132,691ExclusionAmt
Related Or Exempt Function Incm$27,813RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$160,504TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementSPACE PROVIDED AT SUBSTANTIAL DISCOUNT FOR EVENTS HELD TO SUPPORT LOCAL NONPROFITS.RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MILLER PROPERTY MANAGEMENTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13329 CHAPEL HILL BLVD STE 200AAddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27707ZIPCd
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,075Amt
Net Investment Income$769NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,306DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (14 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING-MURPHY SCHOOL2015-05-07$962,400$58,608SL39.000000000000$24,677$0$24,677
AUDIO EQUIPMENT2010-06-18$500$500SL7.000000000000$0$0$0
SIGNS2010-05-21$275$275SL7.000000000000$0$0$0
FURNITURE2010-06-01$2,280$2,280SL7.000000000000$0$0$0
FURNITURE AND FIXTURES2010-08-01$7,862$7,815SL7.000000000000$0$0$0
CHAIRS2010-10-06$1,196$1,111SL7.000000000000$0$0$0
FRIDGE, OVEN, MICRO2010-10-10$2,478$2,301SL7.000000000000$0$0$0
SIGNAGE2015-02-23$918$338SL7.000000000000$131$0$131
LAND - MURPHY SCHOOL2015-05-07$67,600L$0$0$0
AUDITORIUM FLOOR UPGRADE2016-02-28$1,448$59SL39.000000000000$37$0$37
ROOF IMPROVEMENTS2016-07-15$1,255$40SL39.000000000000$32$0$32
NEW WAREHOUSE BUILDING2017-09-01$167,347$358SL39.000000000000$4,291$0$4,291
FLOOR IMPROVEMENTS2018-06-20$1,971SL39.000000000000$13$0$13
CHAIRS2018-07-08$1,270SL7.000000000000$45$0$45

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,296,902BookValueAmt
EOYFMV$1,409,348EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (14 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING-MURPHY SCHOOL$962,400$83,285$879,115
AUDIO EQUIPMENT$500$500$0
SIGNS$275$275$0
FURNITURE$2,280$2,280$0
FURNITURE AND FIXTURES$7,862$7,815$47
CHAIRS$1,196$1,111$85
FRIDGE, OVEN, MICRO$2,478$2,301$177
SIGNAGE$918$469$449
LAND - MURPHY SCHOOL$67,600$0$67,600
AUDITORIUM FLOOR UPGRADE$1,448$96$1,352
ROOF IMPROVEMENTS$1,255$72$1,183
NEW WAREHOUSE BUILDING$167,347$4,649$162,698
FLOOR IMPROVEMENTS$1,971$13$1,958
CHAIRS$1,270$45$1,225

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$18,387$0$0$18,387
WEBSITE$20$0$0$20
MISCELLANEOUS$2,844$552$0$2,292

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
SPECIAL EVENTS$27,813$27,813
FUNDRAISING$11,888$11,888

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,001EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$13,324Amt
Net Investment Income$13,324NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JESSE MILLER III
10 WEDGEWOOD ROADCHAPEL HILLNC27514
MILLER PROPERTY MANAGEMENT
3329 CHAPEL HILL BLVD STE 200ADURHAMNC27707

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAXES$256$0$0$256
EXCISE TAXES$6,939$0$0$0

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