HARRIS FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS FAMILY FOUNDATION INC (EIN 20-8114369)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201833179349100503
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T06:44:44-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561965804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JUDY & TUCKER P A | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FALLS OF NEUSE ROAD SUITE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208114369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRIS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 9198333609 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 W JOHNSTON STREET NO 201 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WORTH HARRIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9198333609 | PhoneNum |
| Signature | 2018-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS R CRAWFORD JR CPA | PreparerPersonNm |
| PTIN | P01281219 | PTIN |
| Phone | 9195717055 | PhoneNum |
| Preparation | 2018-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.63.156.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-13 | IPDt |
| IP Tm | 07:44:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 086AE1B4767EB6824D600CDB30255A92724808BB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DBB9805115F822430027A41C7BFF4CD02917B84C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,123,841 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $81 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,393 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $53,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,393 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $163,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,291 | 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 | $685 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $343 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $342 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $385 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $37 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $765 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $342 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,283 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,283 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $765 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $76,958 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,526 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,934 | CashBOYAmt |
| Cash EOY | $74,017 | CashEOYAmt |
| Cash EOYFMV | $74,017 | CashEOYFMVAmt |
| Other Investments BOY | $758,935 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $805,773 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,049,824 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $802,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $879,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,123,841 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $37 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $37 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $802,832 | UnrestrictedBOYAmt |
| Unrestricted EOY | $879,790 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $802,832 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $879,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $802,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $879,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $802,832 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $76,958 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $879,790 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $879,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 248 SH CAPITAL INCOME BUILDER FUND CLASS A - AMERICAN FUNDS M/F | P | 2012-05-09 | 2017-04-26 | $14,994 | $12,590 | $2,404 | $2,404 |
| 22 SH CAPITAL WORLD GROWTH & INCOME FUND CLASS A - AMERICAN FD M/F | P | 2007-01-05 | 2017-01-10 | $994 | $936 | $58 | $58 |
| CAPITAL GAINS DIVIDENDS | P | $37,931 | $37,931 | $37,931 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,393 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $181,837 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,001,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.181575 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,371 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $895,480 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056250 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $72,458 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $870,118 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.083274 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $786,903 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.013979 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $336,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $736,911 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.457050 | DistributionYr5Rt |
| Total Distribution | 0.792128 | TotalDistributionRt |
| Average Distribution | 0.158426 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,013,087 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $625 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $161,124 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,625 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,251 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,251 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,251 | 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 | $22 | EsPenaltyAmt |
| Tax Due | $1,273 | 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 | 0 | 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 | THOMAS JUDY TUCKER PA | IndividualWithBooksNm |
| Phone | 9195717055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FALLS OF NEUSE RD STE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| WORTH HARRIS | ||||||||
| 733 W JOHNSTON ST SUITE 201 | RALEIGH | NC | 27603 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN HARRIS | ||||||||
| 733 W JOHNSTON ST SUITE 201 | RALEIGH | NC | 27603 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| JOSEPH WARREN III | ||||||||
| 219 GREENWICH ROAD | CHARLOTTE | NC | 28211 | ASSISTANT SECRETARY | 0.00 | $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 | $972,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,028,515 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,028,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,428 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,013,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,251 | TotalTaxAmt |
| Distributable Before Adj | $49,403 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,403 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,625 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,625 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $300,283 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $29,681 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,483 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $468,798 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,403 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,222 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $505,020 | 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 | $300,283 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $204,737 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $29,681 | ExcessFromYear3Amt |
| Excess From Year2 | $6,351 | ExcessFromYear2Amt |
| Excess From Year1 | $132,483 | ExcessFromYear1Amt |
| Excess From Current Year | $36,222 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE MEDICAL MINISTRY | |||||||
| 2610 NEW BERN AVENUE | RALEIGH | NC | 27610 | NONE | PC | MEDICAL MINISTRY | $1,000 |
| BEAUFORT EMS | |||||||
| PO BOX 950 | BEAUFORT | NC | 28516 | NONE | PUBLIC | GENERAL SUPPORT | $100 |
| BEAUFORT HISTORICAL ASSOCIATION | |||||||
| 130 TURNER ST | BEAUFORT | NC | 28516 | NONE | PUBLIC | GENERAL SUPPORT | $500 |
| BOYS AND GIRLS CLUB | |||||||
| 721 NORTH RALEIGH BOULEVARD | RALEIGH | NC | 27610 | NONE | PUBLIC | GENERAL SUPPORT | $100 |
| CAMP MERRIE-WOODE FOUNDATION | |||||||
| 100 MERRIE-WOODE ROAD | SAPPHIRE | NC | 28774 | NONE | PC | GENERAL SUPPORT | $500 |
| CASA | |||||||
| PO BOX 12545 | RALEIGH | NC | 27605 | NONE | PUBLIC | GENERAL SUPPORT | $500 |
| DUKE CANCER CENTER | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $2,000 |
| FOOD BANK OF CENTRAL & EASTERN NC | |||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27603 | NONE | EXEMPT | PROVIDE FOOD TO AT RISK INDIVIDUALS AND MAINTENANCE | $500 |
| FOUNDATION OF HOPE FOR RESEARCH & TREATMENT OF MENTAL ILLNESS | |||||||
| 9401 GLENWOOD AVE | RALEIGH | NC | 27617 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 2420 RALEIGH BLVD | RALEIGH | NC | 27604 | NONE | PUBLIC | TO FUND THE BUILDING OF SAFE, AFFORDABLE HOMES. | $5,000 |
| HELPING HAND MISSION | |||||||
| 336 WILMINGTON STREET | RALEIGH | NC | 27603 | NONE | PUBLIC | PROVIDE FOOD, CLOTHING, RELIEF AND SUPPORT TO FAMILI | $500 |
| HOSPICE OF WAKE COUNTY - TRANSITIONS LIFE CARE | |||||||
| 250 HOSPICE CIR | RALEIGH | NC | 27607 | NONE | PUBLIC | PROVIDE CARE AND SUPPORT TO THOSE WITH AN ILLNESS | $250 |
| LOAVES AND FISHES | |||||||
| 1950 NEW BERN AVENUE | RALEIGH | NC | 27610 | NONE | PUBLIC | PROVIDE AFTER-SCHOOL PROGRAMS FOR AT-RISK STUDENTS | $100 |
| MEALS ON WHEELS OF WAKE COUNTY | |||||||
| 1001 BLAIR DRIVE | RALEIGH | NC | 27603 | NONE | PC | GENERAL SUPPORT | $500 |
| NC COASTAL FEDERATION | |||||||
| 3609 NC 24 | NEWPORT | NC | 28570 | NONE | PC | GENERAL SUPPORT | $100 |
| SALVATION ARMY | |||||||
| 215 S PERSON STREET | RALEIGH | NC | 27603 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SPCA OF WAKE COUNTY | |||||||
| 200 PETFINDER LN | RALEIGH | NC | 27603 | NONE | PC | GENERAL SUPPORT | $500 |
| ST JUDES | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | GENERAL SUPPORT | $300 |
| THE GREEN CHAIR PROJECT | |||||||
| 1853 CAPITAL BOULEVARD | RALEIGH | NC | 27604 | NONE | PC | GENERAL SUPPORT | $500 |
| URBAN MINISTRIES | |||||||
| 1390 CAPITAL BLVD | RALEIGH | NC | 27611 | NONE | PC | GENERAL SUPPORT | $1,000 |
| WAKE FOREST UNIVERSITY | |||||||
| 1834 WAKE FOREST RD | WINSTON SALEM | NC | 27106 | NONE | PC | GENERAL SUPPORT | $53,333 |
| YMCA | |||||||
| 801 CORPORATE CENTER DR SUITE 200 | RALEIGH | NC | 27607 | NONE | PC | GENERAL SUPPORT | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,283 | 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 | 18 | ExclusionCd |
| Exclusion | $81 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,817 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,348 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,348 | TotalIncomeProducingActyAmt |
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 | LARRY HARRIS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17537 SE CONCH BAR AVENUE | AddressLine1Txt |
| City | TEQUESTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33469 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $685 | Amt |
| Net Investment Income | $343 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $342 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAPITAL INCOME BUILDER FUND CLASS A | AT COST | $181,447 | $217,788 |
| CAPITAL WORLD GROWTH & INCOME FUND | AT COST | $220,160 | $282,948 |
| EUROPACIFIC GROWTH FUND | AT COST | $26,733 | $30,475 |
| GROWTH FUND OF AMERICA | AT COST | $44,717 | $61,129 |
| FUNDAMENTAL INVESTORS FUND CL A - AMERICAN FDS | AT COST | $135,577 | $201,272 |
| INCOME FUND OF AMERICA CLASS A | AT COST | $197,139 | $256,212 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE | Desc |
| Revenue And Expenses Per Books | $37 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $57 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $57 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $385 | Amt |
| Net Investment Income | $385 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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