GOODNIGHT EDUCATIONAL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GOODNIGHT EDUCATIONAL FOUNDATION (EIN 56-6533546)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201941359349102349
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T12:58:02-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561627242 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROMEO WIGGINS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8210 CREEDMOOR RD 202 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27613 | 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 | 566533546 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODNIGHT EDUCATIONAL | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GOOD | BusinessNameControlTxt |
| Phone | 9196778000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE - BLDG A A8368 | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD R PARKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9196778000 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | J KELLY LANIER | PreparerPersonNm |
| PTIN | P01240701 | PTIN |
| Phone | 9198705151 | PhoneNum |
| Preparation | 2019-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.172.56.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 12:58:02 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 60A5CC940216A463DB8D27C76885A7BAB442C957 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 135DBB0DE1438BBF04743927492C0F79E60299AB | 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 | $157,474,509 | 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 | $20,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,978,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,978,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,356,346 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,262,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,356,346 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,834 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,834 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $26,336,817 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,336,817 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,100 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $153 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $244 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $244 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $106,452 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $106,452 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $111,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,303,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,303,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,415,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,303,330 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,921,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,224,868 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,450,969 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,180,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,180,821 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $104,928,143 | CorporateStockBOYAmt |
| Corporate Stock EOY | $108,140,182 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,389,188 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,587,125 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $916,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $904,500 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $136,966,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,237,253 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,474,509 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $500,186 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $849,664 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500,186 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $849,664 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $136,466,051 | RetainedEarningBOYAmt |
| Retained Earning EOY | $155,387,589 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,466,051 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $155,387,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,966,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $156,237,253 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,466,051 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,921,538 | ExcessRevenueOverExpensesAmt |
| Subtotal | $155,387,589 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $155,387,589 | 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 |
|---|---|---|---|---|---|
| FIDELITY S/T GAINS/LOSSES | P | $2,957,730 | $2,681,186 | $276,544 | $276,544 |
| FIDELITY L/T GAINS/LOSSES | P | $14,770,537 | $13,224,908 | $1,545,629 | $1,545,629 |
| FIDLEITY OPTIONS TRADING | P | $427,902 | $427,902 | $427,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,356,346 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $704,446 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,997,477 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $147,329,495 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047495 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,970,690 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $142,202,747 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041987 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,027,716 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $121,258,794 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049710 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,651,756 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $122,279,502 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046220 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,396,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $116,484,401 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020569 | DistributionYr5Rt |
| Total Distribution | 0.205981 | TotalDistributionRt |
| Average Distribution | 0.041196 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $151,998,051 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,261,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $62,249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,323,961 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,303,330 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $62,249 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $62,249 | SubtotalAmt |
| Tax Based On Investment Income | $62,249 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $138,249 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $138,249 | TotalPaymentsAndCreditsAmt |
| Overpayment | $76,000 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $76,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD PARKER | IndividualWithBooksNm |
| Phone | 9195316803 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27513 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES H GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ANN BAGGETT GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| LEAH A GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| SUSAN G ELLIS | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| DONALD R PARKER | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 8.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $102,202,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,110,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,312,742 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $154,312,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,314,691 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,998,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,599,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,599,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,249 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,249 | TotalTaxAmt |
| Distributable Before Adj | $7,537,654 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,537,654 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,537,654 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,303,330 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,303,330 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $62,249 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,241,081 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,537,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,301,021 | UndistributedIncomePYAmt |
| Qualifying Distributions | $7,303,330 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,301,021 | AppliedToYear1Amt |
| Applied To Current Year | $2,309 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $7,535,345 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES H GOODNIGHT | ContributingManagerNm |
| Contributing Manager | ANN B GOODNIGHT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| BOYS CLUB OF WAKE COUNTY INC | |||||||||
| BOYS CLUB OF WAKE COUNTY INC | 701 N RALEIGH BLVD | 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $35,000 |
| CARY ACADEMY | |||||||||
| CARY ACADEMY | 1500 NORTH HARRISON AVE | 1500 NORTH HARRISON AVE | CARY | NC | 27513 | NONE | 501(C)(3) | BUILDING FUND | $500,000 |
| COMMUNITIES IN SCHOOLS CHATHAM COUN | |||||||||
| COMMUNITIES IN SCHOOLS CHATHAM COUNTY | P O BOX 903 | P O BOX 903 | SILER CITY | NC | 27344 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $5,000 |
| CONTEMPORARY ART FOUNDATION | |||||||||
| CONTEMPORARY ART FOUNDATION | 409 W MARTIN ST | 409 W MARTIN STREET | RALEIGH | NC | 27603 | NONE | 501(C)(3) | K-12 EDUCATION PROGRAMS | $25,000 |
| DEVELOPMENT FOUNDATION FOR NCCAT | |||||||||
| DEVELOPMENT FOUNDATION FOR NCCAT | 276 NCCAT DRIVE | 276 NCCAT DRIVE | CULLOWHEE | NC | 287239062 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $15,000 |
| DURHAM NATIVITY SCHOOL | |||||||||
| DURHAM NATIVITY SCHOOL | PO BOX 3537 | PO BOX 3537 | DURHAM | NC | 27702 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $5,000 |
| EDUCATION NC | |||||||||
| EDUCATION NC | P O BOX 1636 | P O BOX 1636 | RALEIGH | NC | 27602 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $15,000 |
| FRIENDS OF NC STATE MUSEUM OF NS | |||||||||
| FRIENDS OF NC STATE MUSEUM OF NS | 11 WEST JONES ST | 11 WEST JONES ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | EDUCATORS OF EXCELLENCE FUND | $35,000 |
| GIRL SCOUTS - NC COASTAL PINES | |||||||||
| GIRL SCOUTS - COASTAL PINES | 6901 PINECREST ROAD | 6901 PINECREST ROAD | RALEIGH | NC | 27613 | NONE | 501(C)(3) | STEM PROGRAMMING | $15,000 |
| GLOBAL SCHOLARS ACADEMY | |||||||||
| GLOBAL SCHOLARS ACADEMY | 311 DOWD STREET | 311 DOWD STREET | DURHAM | NC | 27701 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $10,000 |
| HOKE COUNTY SCHOOLS | |||||||||
| GOVERNORS COMMISSON BASIC ED | 310 WOOLEY STREET | 310 WOOLEY STREET | RAEFORD | NC | 28376 | NONE | 501(C)(3) | COURT ORDERED STUDY OF PUBLIC SCHOOL | $250,000 |
| HILL CENTER | |||||||||
| HILL CENTER | 3200 PICKETT ROAD | 3200 PICKETT ROAD | DURHAM | NC | 277056010 | NONE | 501(C)(3) | K-12 EDUCATION PROGRAMS | $203,330 |
| MARBLES KIDS MUSEUM | |||||||||
| MARBLES KIDS MUSEUM | 201 E HARGETT ST | 201 E HARGETT ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $5,000 |
| MEDICAL FOUNDATION OF NC INC | |||||||||
| MEDICAL FOUNDATION OF NC INC | CAMPUS BOX 7237 | CAMPUS BOX 7237 | CHAPEL HILL | NC | 275997237 | NONE | 501(C)(3) | CHILDREN'S EDUCATION SUPPORT | $10,000 |
| MEREDITH COLLEGE | |||||||||
| MEREDITH COLLEGE | 3800 HILLSBOROUGH ST | 3800 HILLSBOROUGH ST | RALEIGH | NC | 276075298 | NONE | 501(C)(3) | MINORITY TEACHING SCHOLARSHIP | $25,000 |
| NC BUSINESS LEADERS FOR EDUCATION | |||||||||
| NC BUSINESS LEADERS FOR EDUCATION | 100 SAS CAMPUS DR | 100 SAS CAMPUS DR | CARY | NC | 27513 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| NC EARLY CHILDHOOD FOUNDATION | |||||||||
| NC EARLY CHILDHOOD FOUNDATION | 907 GLENWOOD AVENUE | 907 GLENWOOD AVENUE | RALEIGH | NC | 27605 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| NC MUSEUM OF ART | |||||||||
| NC MUSEUM OF ART | 2110 BLUE RIDGE ROAD | 2110 BLUE RIDGE ROAD | RALEIGH | NC | 27607 | NONE | 501(C)(3) | RESTRICTED FUNDS FOR PARK | $25,000 |
| NC MUSEUM OF HISTORY FOUNDATION | |||||||||
| NC MUSEUM OF HISTORY FOUNDATION | 5 EAST EDENTON ST | 5 EAST EDENTON ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $30,000 |
| NC SCHOOL OF SCIENCE & MATH FOUND | |||||||||
| NC SCHOOL OF SCIENCE & MATH FOUDN | 1219 BROAD STREET | 1219 BROAD STREET | DURHAM | NC | 27705 | NONE | 501(C)(3) | NCSSM - MORGANTON | $50,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | CHANCELLOR'S DISCRETIONARY FUND | $25,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | COLLEGE OF EDUCATION - DEAN'S DISCRE | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | NCSU STUDENT ENERGENCY FUND | $25,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | CHASS DEAN'S DISCRETIONARY FUND | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | GENERAL H HUGH SHELTON INITIATIVE | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 276957474 | NONE | 501(C)(3) | KENAN FELLOWS | $25,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7529 | CAMPUS BOX 7529 | RALEIGH | NC | 276957529 | NONE | 501(C)(3) | GOODNIGHT SCHOLARS | $5,500,000 |
| NC SOCIETY OF HISPANIC PROFESSIONAL | |||||||||
| NC SOCIETY OF HISPANIC PROFESSIONALS | 8450 CHAPEL HILL RD STE 2 | 8450 CHAPEL HILL RD STE 2 | CARY | NC | 27513 | NONE | 501(C)(3) | SCHOLARSHIPS | $5,000 |
| NORTH CAROLINA AQUARIUM SOCIETY | |||||||||
| NORTH CAROLINA AQUARIUM SOCIETY | 3125 POPLARWOOD COURT | 3125 POPLARWOOD COURT | RALEIGH | NC | 27604 | NONE | 501(C)(3) | AQUARIUM SCHOLARS | $5,000 |
| PUBLIC SCHOOL FORUM OF NC | |||||||||
| PUBLIC SCHOOL FORUM OF NC | 3739 NATIONAL DR STE 100 | 3739 NATIONAL DR STE 100 | RALEIGH | NC | 27612 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| RALEIGH SCHOOL INC | |||||||||
| RALEIGH SCHOOL INC | 1141 RALEIGH SCHOOL DRIVE | 1141 RALEIGH SCHOOL DRIVE | RALEIGH | NC | 27607 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| READ AND FEED | |||||||||
| READ AND FEED | 193 HIGH HOUSE ROAD | 193 HIGH HOUSE ROAD | CARY | NC | 27511 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $10,000 |
| STUDENT U | |||||||||
| STUDENT U | 600 EAST UMSTEAD STREET | 600 EAST UMSTEAD STREET | DURHAM | NC | 27701 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $25,000 |
| TAMMY LYNN MEMORIAL FOUNDATION | |||||||||
| TAMMY LYNN MEMORIAL FOUNDATION INC | 739 CHAPPELL DRIVE | 739 CHAPPELL DRIVE | RALEIGH | NC | 27606 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $5,000 |
| THE NAVIGATORS | |||||||||
| THE NAVIGATORS | P O BOX 6000 | P O BOX 6000 | COLORADO SPRINGS | CO | 80934 | NONE | 501(C)(3) | URBAN HOPE NAVIGATORS | $5,000 |
| UNIVERSITY OF NC AT CHAPEL HILL | |||||||||
| NC PUBLIC RADIO - WUNC | 120 FRIDAY CENTER DRIVE | 120 FRIDAY CENTER DRIVE | CHAPEL HILL | NC | 27517 | NONE | 501(C)(3) | EDUCATIONAL PROGRAMMING | $20,000 |
| UNIVERSITY OF NORTH CAROLINA FOUND | |||||||||
| 910 RALEIGH ROAD | PO BOX 2688 | CHAPEL HILL | NC | 27515 | NONE | 501(C)(3) | MY FUTURE NC | $220,000 | |
| UNIVERSITY OF NC AT CHAPEL HILL | |||||||||
| UNIVERSITY OF NC AT CHAPEL HILL | 250 EAST FRANKLIN STREET | CAMPUS BOX 3480 | CHAPEL HILL | NC | 27599 | NONE | 501(C)(3) | MOREHEAD PLANETARIUM & CENTER | $10,000 |
| WAKE EDUCATION PARTNERSHIP | |||||||||
| WAKE EDUCATION PARTNERSHIP | 3101 INDUSTRIAL DRIVE | SUITE 100 | RALEIGH | NC | 27609 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $10,000 |
| YMCA OF THE TRIANGLE INC | |||||||||
| YMCA OF THE TRIANGLE INC | 801 CORP CENTER STE 200 | 801 CORP CENTER STE 200 | RALEIGH | NC | 27607 | NONE | 501(C)(3) | CAMP SEA GULL/SEAFARER SCHOLARSHIPS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,303,330 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,978,637 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,356,346 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,834 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,336,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,336,817 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES H GOODNIGHT | ||||||
| 1 | 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | $10,000,000 | Yes (X) |
| ANN B GOODNIGHT | ||||||
| 2 | 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | $10,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $5,100 | NetInvestmentIncomeAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED IN NORTH CAROLINA. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIDELITY - 663-134385 | BondNm |
| EOY Book Value | $916,250 | EOYBookValueAmt |
| EOYFMV | $904,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY - 663-134385 | $76,937,846 | $78,304,998 |
| FIDELITY - 663-134385 - MUTUAL FUND | $31,202,336 | $31,084,190 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $1,834 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,834 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OPTIONS OUTSTANDING | $493,172 | $843,197 |
| COST BASIS ADJUSTMENT | $7,014 | $6,467 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT EXPENSES | CategoryTxt |
| Amt | $153 | Amt |
| Net Investment Income | $153 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX WITHHELD ON D | $16,866 | $16,866 |
| PY LESS CY FOREIGN TAX (-10) | ||
| EXCISE TAX | $89,586 | $89,586 |
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