BETA

RIDDLE FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
RIDDLE FAMILY FOUNDATION (EIN 46-1430893)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201921339349101782
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T11:47:06-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN204831046PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LESLIE ANDERSON CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11101 NORWALK STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27407ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461430893EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RIDDLE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRIDDBusinessNameControlTxt
Phone9108643135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 MORGANTON RD SUITE 150AddressLine1Txt
CityFAYETTEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28314ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH P RIDDLE IIIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9108643135PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLESLIE L ANDERSONPreparerPersonNm
PTINP00021396PTIN
Phone3364822444PhoneNum
Preparation2019-05-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address137.116.37.86IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm13:51:13IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,637,606FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$49,492DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,307DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,452NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,593GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,452CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,128OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,128OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$62,072TotalRevAndExpnssAmt
Total Net Invst Incm$60,887TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$950AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$150OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$150OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$825TaxesRevAndExpnssAmt
Taxes Net Invst Incm$43TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,333OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$27,333OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,258TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,526TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$950TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$86,191ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$86,191ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$115,449TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,526TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$87,141TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,377ExcessRevenueOverExpensesAmt
Net Investment Income$33,361NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,439CashBOYAmt
Cash EOY$1,516CashEOYAmt
Cash EOYFMV$1,516CashEOYFMVAmt
Sav And Temp Cash Invst BOY$60,628SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,404SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,404SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$86AcctRcvblAmt
Acct Rcvbl BOY$96AcctRcvblBOYAmt
Acct Rcvbl EOY$86AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$86AcctRcvblEOYFMVAmt
Corporate Stock BOY$133,565CorporateStockBOYAmt
Corporate Stock EOY$132,388CorporateStockEOYAmt
Corporate Stock EOYFMV$148,351CorporateStockEOYFMVAmt
Corporate Bonds BOY$23,779CorporateBondsBOYAmt
Corporate Bonds EOY$23,779CorporateBondsEOYAmt
Corporate Bonds EOYFMV$22,962CorporateBondsEOYFMVAmt
Other Investments BOY$1,449,415OtherInvestmentsBOYAmt
Other Investments EOY$1,436,287OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,436,287OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,676,922TotalAssetsBOYAmt
Total Assets EOY$1,622,460TotalAssetsEOYAmt
Total Assets EOYFMV$1,637,606TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$1,676,922RetainedEarningBOYAmt
Retained Earning EOY$1,622,460RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,676,922TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,622,460TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,676,922TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,622,460TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,676,922TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,377ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,623,545SubtotalAmt
Other Decreases$1,085OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,622,460TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$1,982$1,141$841$841
SAM RISK MNGT FD K-1$9,572$9,572$9,572P
CAPITAL GAINS DIVIDENDS$39$39$39P
FieldValueIRS element (for citing)
Capital Gain Net Income$10,452CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$83,151AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,757,166NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047321DistributionYr1Rt
Adjusted Qlfy Distri Yr2$85,669AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,687,108NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050779DistributionYr2Rt
Adjusted Qlfy Distri Yr3$300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,712,126NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000175DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.098275TotalDistributionRt
Average Distribution0.019655AverageDistributionRt
Net Vl Noncharitable Assets$1,747,285NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$34,343AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$334NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$34,677AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$87,141QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$334InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$334SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$334TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$334TaxDueAmt

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 Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDIANE HARRELLIndividualWithBooksNm
Phone9108643135PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14200 MORGANTON RD SUITE 150AddressLine1Txt
CityFAYETTEVILLECityNm
State AbbreviationNCStateAbbreviationCd
ZIP28314ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 AllwncExpenseAccountOtherAllwncAmt
JOSEPH P RIDDLE III
4200 MORGANTON RD SUITE 150FAYETTEVILLENC28314DIRECTOR1.00$0$0$0
TRINA THOMPSON RIDDLE
4200 MORGANTON RD SUITE 150FAYETTEVILLENC28314DIRECTOR1.00$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

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$186,502AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,506AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,512,885FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,773,893TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,773,893AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$26,608CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,747,285NetVlNoncharitableAssetsAmt
Minimum Investment Return$87,364MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$87,364MinimumInvestmentReturnAmt
Tax Based On Investment Income$334TaxBasedOnInvestmentIncomeAmt
Total Tax$334TotalTaxAmt
Distributable Before Adj$87,030DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$87,030DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$87,030DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,141ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$87,141QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$334PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$86,807AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$87,030DistributableAsAdjustedAmt
Undistributed Income PY$86,191UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$87,141QualifyingDistributionsAmt
Applied To Year1$86,191AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$950AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$86,080UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJOSEPH P RIDDLE III RIDDLE FAMILY FRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11101 NORWALK STREETAddressLine1Txt
CityGREENSBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27407ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9108643135RecipientPhoneNum
Form And Info And MaterialsTHE FORM SHOULD BE SUBMITTED IN WRITING. PLEASE INCLUDE NAME AND ADDRESS, ORGANIZATIONAL STRUCTURE, IRS RULING STATEMENT, AND A DESCRIPTION OF THE ACTIVITY.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BRUSH OF CHANGE
1220 FORT BRAGG RD SUITE 200BFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATIONSUPPORT OPERATIONS OF ORGANIZATION$2,500
CAPE FEAR VALLEY MEDICAL FOUNDATION INC
MEDICAL ARTS CTR 101 ROBESON ST STEFAYETTEVILLENC283015520NONEPCTO SUPPORT THE FAYETTEVILLE COUNTY BREAST CANCER NETWORK$5,500106
CONNECTIONS OF CUMBERLAND COUNTY
119 N COOL SPRING STFAYETTEVILLENC28301NONEPCSUPPORT RESOURCE CENTER FOR AIDING HOMELESS WOMEN AND CHILDREN$10,000
FAYETTEVILLE POLICE FOUNDATION
467 HAY STFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS AND PROMOTE PUBLIC SAFETY$5,000
GREATER FAYETTEVILLE SCHOLARSHIP PAGEANT ASSOCIATION
317 SHAWCROFT RDFAYETTEVILLENC28311NONEPCSUPPORT OPERATIONS OF ORGANIZATION AND FUND SCHOLARSHIPS$1,000
PARTNERSHIP FOR CHILDREN OF CUMBERLAND COUNTY
351 WAGONER DR SUITE 200FAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,000
SALVATION ARMY
220 EAST RUSSELL STFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS AND MISSIONS OF ORGANIZATION$2,000
THE FAYETTEVILLE ACADEMY
3200 CLIFFDALE RDFAYETTEVILLENC28303NONEPCSUPPORT OPERATIONS OF ORGANIZATION AND FUND EDUCATIONAL ACTIVITIES$5,000
THE UNIVERSITY OF NC AT PEMBROKE
ONE UNIVERSITY DRPEMBROKENC28372NONEPCSUPPORT OPERATIONS OF EDUCATIONAL INSTITUTION$10,000
FAYETTEVILLE DREAM CENTER
336 RAY AVENUEFAYETTEVILLENC28301NONEPCSUPPORT OPERATIONS OF ORGANIZATION$8,000
CHILD ADVOCACY
222 ROWAN STREETFAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,000
CUMBERLAND COMMUNITY FOUNDATION - COLE HUMPHREY MEMORIAL
308 GREEN STREETFAYETTEVILLENC28302NONEPCSUPPORT OPERATIONS OF ORGANIZATION$500
KIDSVILLE NEWS LITERACY & EDUCATION FOUNDATION
PO BOX 53462FAYETTEVILLENC28305NONEPCPROVIDE FUNDING FOR EDUCATION$1,500
COMBAT INJURED TROOPS
2900 WYCLIFFE CTFAYETTEVILLENC28306NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
FAYETTEVILLE ANIMAL PROTECTION SOCIETY
3927 BRAGG BLVDFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$250
CAPE FEAR REGIONAL THEATRE
1209 HAY STREETFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,500
FALCONS CHILDREN HOME
PO BOX 39FALCONNC28342NONEPCSUPPORT OPERATIONS OF ORGANIZATION$500
COMMUNITY CONCERTS OF FAYETTEVILLE
1960 COLLISEUM DRIVEFAYETTEVILLENC28306NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
THE CARE CLINIC
239 ROBESON STREETFAYETTEVILLENC28305NONEPCSUPPORT OPERATIONS OF ORGANIZATION$2,000
TEAM ADDO INC
599 MARMORA AVENUETAMPAFL33606NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,000
JDRF
25 BROADWAY 14TH FLOORNEW YORKNY10004NONEPCSUPPORT OPERATIONS OF ORGANIZATION$1,000
CEDAR FALLS BAPTIST CHURCH
6181 RAMSEY STREETFAYETTEVILLENC28311NONEPCSUPPORT OPERATIONS OF ORGANIZATION$3,000
CAMPBELL UNIVERSITY
PO BOX 116BUIES CREEKNC27506NONEPCSUPPORT OPERATIONS OF ORGANIZATION$18,941
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$86,191TotalGrantOrContriPdDurYrAmt
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$49,492ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,128ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$10,452ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$62,072ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,072TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$950DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondRAYMOND JAMES MUTUAL FUNDSBondNm
EOY Book Value$23,779EOYBookValueAmt
EOYFMV$22,962EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockRAYMOND JAMES EQUITIESStockNm
EOY Book Value$132,388EOYBookValueAmt
EOYFMV$148,351EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemSAM RISK MANAGED FUNDCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,436,287BookValueAmt
EOYFMV$1,436,287EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO INVESTMENT COST BASISDesc
Amt$1,085Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSAM RISK MANAGED FUND K-1 PORTFOLIO DEDUCTIONSDesc
Revenue And Expenses Per Books$27,333RevenueAndExpensesPerBooksAmt
Net Investment Income$27,333NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSAM RISK MNG FD K-1 PORTFOLIO INCOMEDesc
Revenue And Expenses Per Books$2,128RevenueAndExpensesPerBooksAmt
Net Investment Income$2,128NetInvestmentIncomeAmt
Adjusted Net Income$2,128AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$150Amt
Net Investment Income$150NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$43$43$0
EXCISE TAX$782$0$0

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