JACOBS PREYER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JACOBS PREYER FAMILY FOUNDATION (EIN 56-6535541)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349101149
- Schema version
- 2017v2.2
- 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
- General Explanation Attachment
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-13T11:47:42-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200404082 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIEDMONT TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | 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 | 566535541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACOBS PREYER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 3362745741 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PIEDMONT TRUST CO BOX 20124 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LR Preyer Jr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kimberly Ruefenacht | PreparerPersonNm |
| PTIN | P00081338 | PTIN |
| Phone | 3365748696 | PhoneNum |
| 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 | $1,607,326 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,150 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,184 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $52,990 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $34,696 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$418 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $45,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,426 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $293 | OtherProfFeesNetInvstIncmAmt |
| Interest Net Invst Incm | $3,799 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,758 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,916 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,167 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19,829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,061 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,218 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,061 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,631 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,758 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,752 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,752 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,112 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $62,718 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,305,263 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,282,858 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,535,856 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,310,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,292,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,607,326 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,310,886 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,292,722 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,310,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,292,722 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,310,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,292,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,310,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,758 | ExcessRevenueOverExpensesAmt |
| Other Increases | $69,889 | OtherIncreasesAmt |
| Subtotal | $1,335,017 | SubtotalAmt |
| Other Decreases | $42,295 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,292,722 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,990 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,160 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,453,333 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03520 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,414 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $981,452 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.01978 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $591 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $470,100 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00126 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,539 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $412,635 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.02069 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,505 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $379,177 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02771 | DistributionYr5Rt |
| Total Distribution | 0.104639 | TotalDistributionRt |
| Average Distribution | 0.020928 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,564,871 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,750 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $556 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,306 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,631 | 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 | $556 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $556 | SubtotalAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $400 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $1 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $901 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $343 | OverpaymentAmt |
| Applied To ES Tax | $343 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Piedmont Trust Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362745471 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Green Valley Road | AddressLine1Txt |
| City | Greensboro | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27408 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Lunsford Richardson Preyer Jr | ||||||
| C/O PIEDMONT FIN TR BOX 20124 | Greensboro | NC | 27420 | Director | 2.00 | $0 |
| Marilyn Jacobs Preyer | ||||||
| C/O PIEDMONT FIN TR BOX 20124 | Greensboro | NC | 27420 | Director | 2.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,561,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,588,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,588,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,831 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,564,871 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $556 | TotalTaxAmt |
| Distributable Before Adj | $77,688 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,688 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,688 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,631 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $78,631 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $556 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,075 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,688 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,936 | UndistributedIncomePYAmt |
| Qualifying Distributions | $78,631 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,936 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,695 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $67,993 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| North Carolina Museum of Art Founda | |||||||
| 4630 Mail Service Center | Raleigh | NC | 27699 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $25,070 |
| Hillsborough Arts Council | |||||||
| 102 N Churton Street | Hillsborough | NC | 27278 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Bald Head Island Conservancy Inc | |||||||
| PO Box 3109 | Bald Head Island | NC | 28461 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Durham Nativity School | |||||||
| PO Box 3537 | Durham | NC | 27702 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| University of NC at Chapel Hill | |||||||
| Campus Box 2200 | Chapel Hill | NC | 27599 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $2,000 |
| Southern Appalachian Highlands Cons | |||||||
| 34 Wall Street Suite 502 | Asheville | NC | 28801 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| The Hill Center | |||||||
| 3200 Pickett Road | Durham | NC | 27705 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| UNC Lineberger Comprehensive Cancer | |||||||
| UNC-CH CB 7295 | Chapel Hill | NC | 27599 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $10,000 |
| The Univ of NC School of Social Wor | |||||||
| PO Box 309 | Chapel Hill | NC | 27514 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $5,000 |
| University United Methodist Church | |||||||
| 150 E Franklin Street | Chapel Hill | NC | 27514 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $5,000 |
| Metropolitan Museum of Art | |||||||
| 1000 Fifth Avenue | New York | NY | 10028 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $5,000 |
| University of NC Press | |||||||
| 116 S Boundary Street | Chapel Hill | NC | 27514 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Habitat for Humanity of Orange Coun | |||||||
| 88 Vilcom Center Drive Suite L110 | Chapel Hill | NC | 27514 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| The Stone and Holt Weeks Foundation | |||||||
| 1201 15th Street NW Suite 420 | Washington | DC | 20005 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,500 |
| The Univ of NC Center for Public TV | |||||||
| 10 TW Alexander Drive | RTP | NC | 27709 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| The Salvation Army | |||||||
| PO Box 1330 | Durham | NC | 27702 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Duke University | |||||||
| 2138 Campus Drive Box 90586 | Durham | NC | 27708 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Durham Academy Inc | |||||||
| 3601 Ridge Road | Durham | NC | 27705 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Orange County Literacy Council Inc | |||||||
| 200 N Greensboro Street Suite C-2 | Carrboro | NC | 27510 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| NC Against Gun Violence Educ Fund | |||||||
| PO Box 51565 | Durham | NC | 27717 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| NC Botanical Garden | |||||||
| CB 3375 | Chapel Hill | NC | 27599 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Compass Center for Women and Famili | |||||||
| PO Box 1057 | Chapel Hill | NC | 27514 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Friends of the Mountain to Sea Trai | |||||||
| PO Box 10431 | Raleigh | NC | 27605 | NONE | PC | TO CARRY OUT THE GENERAL TAX EXEMPT PURPOSE OF THE RECIPIENT ORGANIZATION. | $1,000 |
| Historical Fdtn of Hillsborough Ora | |||||||
| 201 N Churton Street | Hillsborough | NC | 27278 | None | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| Green River Preserve | |||||||
| 301 Green River Road | Cedar Mountain | NC | 28718 | None | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| Orange County Rape Crisis Center | |||||||
| 1506 East Franklin Street Suite 302 | Chapel Hill | NC | 27514 | None | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| Children's Home Society of NC | |||||||
| PO Box 14608 | Greensboro | NC | 27415 | None | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| Dispute Settlement Center Inc | |||||||
| 302 Weaver Street | Carrboro | NC | 27510 | None | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| Paws4ever | |||||||
| 6311 Nicks Road | Mebane | NC | 27302 | None | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| NC Coastal Land Trust | |||||||
| 131 Racine Drive Suite 202 | Wilmington | NC | 28403 | None | PC | TO ASSIST ORGANIZATION IN CARRYING OUT ITS EXEMPT PURPOSE. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,570 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,150 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $129 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 532000 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,184 | UnrelatedBusinessTaxblIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Excise Tax Refund | 14 | $588 |
| State Refund | 14 | $997 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,055 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,975 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $45,030 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990 - PFPART I. ANALYSIS OF REVENUE & EXPENSES LINE 4. DIVIDENDS AND INTEREST FROM SECURITIES ORDINARY INTEREST - NORTHERN TRUST 192.00 192.00 ORDINARY INTEREST - IRS 3.00 3.00 ORDINARY DIVIDENDS - COMCAST CORP 955.00 955.00 PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 INTEREST 0.00 4,537.00 DIVIDENDS 0.00 19,792.00 PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 DIVIDENDS 0.00 3,375.00 TOTAL LINE 4 1,150.00 28,854.00 PART IV. CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME LINE 2. CAPITAL GAIN NET INCOME OR (NET CAPITAL LOSS) 1. PIEDMONT ASSOCIATES INVESTMENT FUND LLC K-1 NET SHORT TERM CAPITAL GAIN (LOSS) (6,941.00) NET SHORT TERM SECTION 1256 (1,325.00) NET LONG TERM CAPITAL GAIN(LOSS) 62,164.00 NET LONG TERM SECTION 1256 (1,987.00) NET SECTION 1231 GAIN(LOSS) 1,330.00 2. PIEDMONT SOUTHEASTERN INVESTMENT FUND LLC K-1 NET LONG TERM CAPITAL GAIN(LOSS) (251.00) TOTAL 2017 NET CAPITAL GAIN (LOSS) $ 52,990.00 | MediumExplanationTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIEDMONT ASSOCIATES INVT FUND LLC | $1,040,350 | $1,030,586 | $1,285,983 |
| PIEDMONT SOUTHEASTERN INVT FUND LLC | $264,913 | $252,271 | $249,873 |
| Rounding | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DISTRIBUTIONS-PIEDMONT ASSOCIATES INVESTMENT FUND | $37,112 |
| DISTRIBUTIONS-PIEDMONT SOUTHEASTERN INVESTMENT FUND | $5,183 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCTG, CHARITABLE & GRANT ADMINISTRATION | $8,167 | $6,125 | $2,042 |
| CHARITABLE CONTRIBUTIONS | $19 | ||
| INVESTMENT & ADVISOR FEES PAIF K-1 | $13,121 | ||
| INVESTMENT & ADVISOR FEES PSIF K-1 | $583 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax Refund | $588 | |
| Other Investment Income | $33,111 | -$1,415 |
| State Refund | $997 | $997 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PIEDMONT ASSOCIATES INVESTMENT FUND K-1 ADJUSTMENTS | $67,348 |
| PIEDMONT SOUTHEASTERN INVESTMENT FUND K-1 ADJUSTMENTS | $2,541 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $293 | Amt |
| Net Investment Income | $293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Taxes Paid | $4,648 | |
| FOREIGN TAXES PAID | $806 | |
| STATE TAXES PAID | $1,110 | $1,110 |