KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349101586
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T10:52:12-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562075906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERSON CPA FIRM PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 FRONT STREET SUITE 420 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | 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 | 562003192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOT | BusinessNameControlTxt |
| Phone | 9199134719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277052752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET C KNOTT | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Phone | 9199134719 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E ROBERSON CPA | PreparerPersonNm |
| PTIN | P00231194 | PTIN |
| Phone | 9193830441 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.99.244.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 07:50:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B39AE58D06DE9E349C3719D5E0DFBE26280A989C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $938,668 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $48,080 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $74 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $74 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,910 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,729 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,910 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $88,621 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,541 | 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 |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,796 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $199 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,523 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,523 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $593 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $108 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,864 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,864 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $76,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,600 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,073 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $20,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,720 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $734,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $726,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $902,948 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $755,148 | TotalAssetsBOYAmt |
| Total Assets EOY | $762,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $938,668 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $755,148 | RetainedEarningBOYAmt |
| Retained Earning EOY | $762,644 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $755,148 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $762,644 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $755,148 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $762,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $755,148 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,600 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $762,749 | SubtotalAmt |
| Other Decreases | $105 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $762,644 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES WELLS FARGO #9723 | P | $223,207 | $253,672 | -$30,465 | -$30,465 |
| PUBLICLY TRADED SECURITIES WELLS FARGO #9723 | P | $196,365 | $156,267 | $40,098 | $40,098 |
| PUBLICLY TRADED SECURITIES WELLS FARGO #9723 | P | $22,157 | $10,880 | $11,277 | $11,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,910 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $721 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $721 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $721 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $742 | 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 | 0 | 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 | Yes (1) | 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 | BRUCE W KNOTT | IndividualWithBooksNm |
| Phone | 9193839308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277052452 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE W KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JANET C KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $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 | $948,215 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $976,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $976,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,646 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $961,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,089 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,089 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $721 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $721 | TotalTaxAmt |
| Distributable Before Adj | $47,368 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,368 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,368 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $76,068 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $76,068 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $76,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,368 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,237 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,157 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,993 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,286 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $137,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $76,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,368 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,700 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $166,461 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $19,237 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $147,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,157 | ExcessFromYear4Amt |
| Excess From Year3 | $27,088 | ExcessFromYear3Amt |
| Excess From Year2 | $27,993 | ExcessFromYear2Amt |
| Excess From Year1 | $26,286 | ExcessFromYear1Amt |
| Excess From Current Year | $28,700 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE W KNOTT | ContributingManagerNm |
| Contributing Manager | JANET C KNOTT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR BRUCE W KNOTT DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD RD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9193839308 | RecipientPhoneNum |
| Form And Info And Materials | APPLY BY LETTER, INCLUDE: A PROFORMA OF FINANCIAL DATA, AN ORGANIZATIONAL PURPOSE STATEMENT, A COPY OF THE CHARTER, A FEDERAL ID NUMBER AND A COPY OF THE TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGIOUS, MEDICAL OR EDUCATIONAL PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLEGHANY 4H | ||||||
| PO BOX 7 | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALLEGHANY CO EDUCATION FOUNDATION | ||||||
| PO BOX 33 | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| ALLEGHANY CO RESCUE SQUAD | ||||||
| PO BOX 351 | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALLEGHANY HOSPITAL FOUNDATION | ||||||
| 233 DOCTORS STREET | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $10,100 |
| ALLEGHANY WELNESS CENTER | ||||||
| 508 COLLINS ROAD | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALZHEIMERS ASSOC OF EASTERN NC | ||||||
| 3731 NATIONAL DRIVE SUITE 110 | RALEIGH | NC | 27612 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ASBURY UNITED METHODIST CHURCH | ||||||
| 806 CLARENDON STREET | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| BAPTIST CHILDRENS HOME OF NC | ||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| CENTER FOR CHILD AND FAMILY HEALTH | ||||||
| 1121 W CHAPEL HILL ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHAPEL HILL BREAST CANCER FOUNDATION | ||||||
| 1506 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHURCH OF JOY | ||||||
| PO BOX 3344 | PALM DESERT | CA | 92261 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CLVFD | ||||||
| 8378 US HWY 21 | GLADE VALLEY | NC | 28627 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| COCHELLA VALLEY RESCUE MISSION | ||||||
| 47470 VAN BUREN STREET | INDIO | CA | 92202 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $750 |
| CROPWALK OF DURHAM | ||||||
| PO BOX 968 | ELKHART | IN | 46515 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DUKE UNIVERSITY MEDICAL CENTER | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25,050 |
| DURHAM NATIVITY SCHOOL | ||||||
| PO BOX 3537 | DURHAM | NC | 27702 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| DURHAM RESCUE MISSION | ||||||
| PO BOX 11368 | DURHAM | NC | 27703 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| FELLOWSHIP LODGE 687 | ||||||
| PO BOX 15064 | DURHAM | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| FOREST HILLS GARDEN CLUB | ||||||
| 1819 CEDAR STREET | DURHAM | NC | 27707 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $14 |
| FRIENDS OF SCOUTING OCCONEECHEE COUNCIL | ||||||
| 3231 ATLANTIC AVE | RALEIGH | NC | 27604 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $250 |
| HIGH MEADOWS CHAPEL | ||||||
| PO BOX 440 | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,000 |
| HOCK FAMILY PAVILION | ||||||
| 4023 N ROXBORO STREET | DURHAM | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| JOURNEY TO FREEDOM | ||||||
| PO BOX 3344 | PALM DESERT | CA | 92261 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| KOMEN FOUNDATION | ||||||
| 600 AIRPORT BLVD | MORRISVILLE | NC | 27560 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MOUNTAIN PARK RURITAN | ||||||
| 1223 ZEPHYR MOUNT PARK ROAD | STATE ROAD | NC | 28676 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MT BETHEL UMC | ||||||
| 1605 BAHAMA ROAD | BAHAMA | NC | 27503 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MT CARMEL WMU | ||||||
| 1410 CHERRY LANE | GLADE VALLEY | NC | 28627 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| TEMPLE BAPTIST CHURCH | ||||||
| 4504 STERLING DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $34,600 |
| VOYAGER ACADEMY | ||||||
| 4302 BEN FRANKLIN BLVD | DURHAM | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $150 |
| WEST VIRGINIA UNIVERSITY | ||||||
| PO BOX 6111 | MORGANTOWN | WV | 36506 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| YADKIN VALLEY TRAIL RIDERS | ||||||
| C/O RITA WAGONER 260 GENTRY RD | ELKIN | NC | 28621 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,864 | 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 | $74 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,910 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,910 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,541 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | PROCEEDS USED TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITABLE GROUPS | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRUCE W AND JANET C KNOTT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD RD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $48,080 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 429 SHARES WELLS FARGO CO. STOCK | NoncashPropertyDesc |
| Fair Market Value | $48,080 | FairMarketValueAmt |
| Received | 2018-12-03 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBERSON CPA FIRM, PLLC - PREPARATION OF INCOME TAX RETURNS | CategoryTxt |
| Amt | $1,995 | Amt |
| Net Investment Income | $1,796 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $199 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 102SH. KIMBERLY-CLARK CORP | $7,325 | $11,622 |
| 104SH. MICROSOFT CORP | $2,555 | $10,563 |
| 1050SH MICROSOFT CORP | $101,380 | $106,649 |
| 10SH. AMAZON COM | $17,096 | $15,020 |
| 120SH. APPLE INC | $8,837 | $18,929 |
| 126SH MEDITRONIC PLC | $9,392 | $11,461 |
| 126SH VANGUARD ENERGY VDE | $11,748 | $9,716 |
| 130SH. PROCTOR & GAMBLE | $8,640 | $11,950 |
| 133SH. WASTE MANAGEMENT INC | $4,552 | $11,836 |
| 134SH. DISNEY WALT COMPANY | $13,192 | $14,693 |
| 160SH. JP MORGAN CHASE | $7,870 | $15,619 |
| 175SH VANGUARD CONSUMER STAPL | $23,732 | $22,955 |
| 1905SH. FIRST TRUST CAPITAL | $86,582 | $91,973 |
| 208SH. MERCK & CO | $13,015 | $15,893 |
| 223SH. COCA-COLA CO | $7,744 | $10,559 |
| 234SH. BANK NEW YORK MELLON | $7,919 | $11,014 |
| 251SH CISCO SYSTEMS INC | $7,676 | $10,876 |
| 25SH MARTIN MARIETTA MATERIALS INC | $3,525 | $4,297 |
| 26SH. BLACKROCK INC | $5,523 | $10,213 |
| 286SH VANGUARD CONSUMER DISCRETONARY | $37,649 | $43,049 |
| 295SH. HSBC HOLDINGS PLC-SPON | $12,451 | $12,127 |
| 315SH VANGUARD COMMUNICATIONS | $27,121 | $23,332 |
| 327SH VANGUARD INDUSTRIALS ET | $40,199 | $39,374 |
| 32SH. BOEING | $2,739 | $10,320 |
| 363SH. INTEL CORP | $8,113 | $17,036 |
| 364SH PFIZER INCORPORATED | $12,119 | $15,889 |
| 365SH VANGUARD HEALTH CARE ET | $47,578 | $58,619 |
| 391SH VANGUARD INFORMATION ET TECHNOLOGY | $47,737 | $65,231 |
| 427SH. FINANCIAL SELECT/SELECT SECTOR | $7,853 | $10,171 |
| 456SH. FIRST TRUST FD IV | $9,119 | $9,781 |
| 48SH. 3M COMPANY | $3,807 | $9,146 |
| 4SH. INTERCONTINENTAL EXCH | $280 | $301 |
| 53SH DOLLAR GENERAL CORP | $4,240 | $5,728 |
| 57SH. RAYTHEON CO | $3,578 | $8,741 |
| 58SH. AMGEN INC | $4,822 | $11,291 |
| 61SH. HOME DEPOT INC | $3,513 | $10,481 |
| 63SH UNITEDHEALTH GROUP | $13,159 | $15,695 |
| 72SH. ACCENTURE PLC | $4,828 | $10,153 |
| 75SH VANGUARD MATERIALS ET | $8,706 | $8,312 |
| 77SH. VISA INC | $1,293 | $10,159 |
| 78SH UNION PACIFIC CORP | $5,879 | $10,782 |
| 847SH VANGUARD FINANCIALS ET | $50,681 | $50,278 |
| 84SH. JOHNSON & JOHNSON | $5,134 | $10,840 |
| 87SH. CHUBB LTD | $8,760 | $11,239 |
| 97SH WALMART STORES | $7,263 | $9,035 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $105 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING | Desc |
| Revenue And Expenses Per Books | $46 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $41 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,523 | Amt |
| Net Investment Income | $2,523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W JANET C KNOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $485 | $0 | $0 |
| FOREIGN TAXES PAID | $108 | $108 | $0 |