MARY DUKE BIDDLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MARY DUKE BIDDLE FOUNDATION (EIN 13-6068883)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-13
- IRS object ID
- 201722869349100402
- Schema version
- 2016v3.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-13T09:16:13-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136068883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY DUKE BIDDLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | MISSION POST #101 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9194935591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL STREET | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET O'BRIEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9194935591 | PhoneNum |
| Signature | 2017-10-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLINE ABBOTT | PreparerPersonNm |
| PTIN | P00039826 | PTIN |
| Phone | 9195717055 | PhoneNum |
| Preparation | 2017-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,267,091 | 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 |
| Interest On Sav Rev And Expnss | $3,290 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,290 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $262,340 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,340 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $408,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $408,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $408,245 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $673,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $673,875 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,761 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,076 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $17,076 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $153,685 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $53,720 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,372 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $5,372 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,348 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,323 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,032 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $3,032 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $27,291 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $118 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $118 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $118 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $16,150 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,778 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $459 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $459 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,319 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $97 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $48 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $48 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $49 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,524 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,348 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,348 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,135 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,971 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $31,289 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,289 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,067 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $907 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $907 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,160 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,647 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,041 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $2,041 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,606 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $424,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,551 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $46,551 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $356,482 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $965,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $965,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,389,375 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,551 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $46,551 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,321,812 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$715,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $627,324 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,441 | CashBOYAmt |
| Cash EOY | $34,379 | CashEOYAmt |
| Cash EOYFMV | $34,379 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,446,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,496,082 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,496,082 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $30,970,702 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,148,327 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,731,543 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,062 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,038 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $562 | LandBOYAmt |
| Land EOY | $2,024 | LandEOYAmt |
| Land EOYFMV | $2,024 | LandEOYFMVAmt |
| Other Assets BOY | $866 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,063 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,063 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $32,447,519 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,683,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,267,091 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $50,196 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,052 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $50,196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,052 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $32,397,323 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $31,681,823 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,397,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,681,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,447,519 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,683,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,397,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$715,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,681,823 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,681,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $408,245 | GrossSalesPriceAmt |
| Gain Or Loss | $408,245 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $408,245 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $408,245 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,195,591 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,745,631 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038887 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,226,122 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,375,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040365 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,327,134 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,751,217 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047823 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,565,003 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,931,047 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062773 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,614,783 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,469,863 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.071864 | DistributionYr5Rt |
| Total Distribution | 0.261712 | TotalDistributionRt |
| Average Distribution | 0.052342 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,651,011 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,499,651 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,273 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,505,924 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,321,812 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,546 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,546 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,563 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,563 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,017 | OverpaymentAmt |
| Applied To ES Tax | $6,017 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | MARYDUKEBIDDLEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE MARY DUKE BIDDLE FOUNDATION IN | IndividualWithBooksNm |
| Phone | 9194935591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL STREET | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 DBT SEMANS | ||||||||
| 602 EAST ROSEMARY STREET | CHAPEL HILL | NC | 27514 | VICE CHAIR | 5.00 | $3,000 | $0 | $0 |
| JOHN G MEBANE JR | ||||||||
| 237 PERRIN PLACE | CHARLOTTE | NC | 28207 | TREASURER | 5.00 | $5,000 | $0 | $0 |
| C RUSSELL BRYAN | ||||||||
| 2139 NORTON RD | CHARLOTTE | NC | 28207 | SECRETARY | 5.00 | $3,000 | $0 | $0 |
| MARGARET MIMI O'BRIEN | ||||||||
| 318 BLACKWELL STREET SUITE 130 | DURHAM | NC | 27701 | EXECUTIVE DIRECTOR | 40.00 | $150,761 | $7,153 | $0 |
| K TODD WALKER | ||||||||
| 216 BURLEIGH STREET | CHARLOTTE | NC | 28211 | TRUSTEE | 5.00 | $3,000 | $0 | $0 |
| CHRISTOPHER M HARRIS | ||||||||
| 113 LITTLE BRANCH TRAIL | CHAPEL HILL | NC | 27517 | TRUSTEE | 5.00 | $3,000 | $0 | $0 |
| JONATHAN ZELJO | ||||||||
| 792 UNION AVENUE | BOLDER | CO | 80304 | CHAIR | 5.00 | $3,000 | $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 | $28,357,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $730,055 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,087,321 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,087,321 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $436,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,651,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,432,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,432,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,546 | TotalTaxAmt |
| Distributable Before Adj | $1,420,005 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,420,005 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,420,005 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,321,812 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,321,812 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,321,812 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,420,005 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $513,992 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $349,260 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $863,252 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,321,812 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,321,812 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $98,193 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $98,193 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $765,059 | 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 | $415,799 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $349,260 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $349,260 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MISSIONPOST PMB 101 318 BLACKWELL | AddressLine1Txt |
| Address Line2 | STREET SUITE 130 | AddressLine2Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9194935591 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION PROVIDED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN DANCE FESTIVAL | ||||||||
| 715 BROAD STREET | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| ASHEVILLE ART MUSEUM | ||||||||
| 2 S PACK SQUARE | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BOOK HARVEST | ||||||||
| 5802 BRISBANE DRIVE | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BROOKLYN ARTS COUNCIL | ||||||||
| 55 WASHINGTON STREET | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CAROLINA THEATRE | ||||||||
| 309 W MORGAN ST | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CENTER FOR DOCUMENTARY STUDIES | ||||||||
| 1317 W PETTIGREW ST | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| CHAMBER ORCHESTRA OF THE TRIANGLE | ||||||||
| 309 W MORGAN STREET | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| CHEROKEE COUNTY ARTS COUNCIL OF NC | ||||||||
| PO BOX 1524 | MURPHY | NC | 28906 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CHRIST CHURCH UNITED METHODIST | ||||||||
| 520 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY WORD PROJECT INC | ||||||||
| 11 BROADWAY SUITE 508 | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DUKE MEMORIAL UNITED METHODIST CHURCH | ||||||||
| 504 W CHAPEL HILL ST | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DUKE UNIVERSITY | ||||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $470,750 | |
| DURHAM ARTS COUNCIL | ||||||||
| 1058 W CLUB BLVD | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| EAST DURHAM CHILDREN'S INITIATIVE | ||||||||
| 107 N DRIVER STREET | DURHAM | NC | 27703 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| IRVINGTON ON HUDSON PRESBYTERIAN CHURCH | ||||||||
| 25 N BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| KIDZNOTES INC | ||||||||
| 120 MORRIS ST | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| KRAMDEN INSTITUTE INC | ||||||||
| 4915 PROSPECTUS DRIVE | DURHAM | NC | 27713 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| LOUISE WELLS CAMERON ART MUSEUM | ||||||||
| 3201 SOUTH 17TH STREET | WILMINGTON | NC | 28412 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NC CENTER FOR NONPROFITS | ||||||||
| 1110 NAVAHO DRIVE | RALEIGH | NC | 27609 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NORTH CAROLINA ARTS IN ACTION | ||||||||
| 905 JACKIE ROBINSON DRIVE | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| NOURISH INTERNATIONAL | ||||||||
| 200 NORTH GREENSBORO STREET | CARROBORO | NC | 27510 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SOUTHERN DOCUMENTARY FUND | ||||||||
| 762 9TH STREET 574 | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| STUDENT U | ||||||||
| 3116 ACADEMY ROAD | DURHAM | NC | 27707 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| THE FIELD | ||||||||
| 75 MAIDEN LANE SUITE 906 | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE MARIAN CHEEK JACKSON CENTER | ||||||||
| 512 W ROSEMARY STREET | CHAPEL HILL | NC | 27516 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| UNC SCHOOL OF THE ARTS FOUNDATION | ||||||||
| 1533 S MAIN STREET | WINSTONSALEM | NC | 27127 | NONE | PC | GENERAL SUPPORT | $55,000 | |
| UPBEAT NYC INC | ||||||||
| 468 EAST 138TH STREET 3RD FLOOR | BRONX | NY | 10454 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| VILLAGE OF WISDOM | ||||||||
| 6 CORIANDER COURT | DUHAM | NC | 27713 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ANAM CARA THEATRE COMPANY | ||||||||
| PO BOX 1995 | ERIKA | NC | 28728 | NONE | PC | GENERAL SUPPORT | $3,200 | |
| ARTS FOR LIFE | ||||||||
| 50 S FRENCH BROAD AVE 258 | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| BEE DOWNTOWN FOUNDATION | ||||||||
| 624 W CLUB BLVD | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CAROLINAS AVIATION MUSEUM | ||||||||
| 4672 FIRST FLIGHT DRIVE | CHARLOTTE | NC | 28208 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| COMMUNITIES IN SCHOOLS OF DURHAM | ||||||||
| 3412 WESTGATE DR 300 | DURHAM | NC | 27707 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITIES IN SCHOOLS OF WAKE COUNTY | ||||||||
| 971 HARP ST | RALEIGH | NC | 27604 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY BOYS & GIRLS CLUB | ||||||||
| 901 NIXON ST | WILMINGTON | NC | 28401 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CREATIVE ALTERNATIVES OF NEW YORK | ||||||||
| 1 E 104TH ST 1 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CULTURE MILL | ||||||||
| PO BOX 145 | SAXAPAHAW | NY | 27340 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DELL ARTE OPERA ENSEMBLE INC | ||||||||
| 255 CABRINI BLVD 5H | NEW YORK | NY | 10040 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DRASTIC ACTION INC | ||||||||
| 125 MAIDEN LANE 2ND FLOOR | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| EXTREME KIDS & CREW INC | ||||||||
| 62-85 FOREST AVE | RIDGEWOOD | NY | 11385 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FOREST HILLS NEIGHBORHOOD ASSOC INC | ||||||||
| 1409 SEATON RD | DURHAM | NC | 27713 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| HICKORY CHORAL SOCIETY | ||||||||
| 243 3RD AVE | HICKORY | NC | 28601 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| GINA GIBNEY DANCE INC | ||||||||
| 890 BROADWAY FIFTH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GLOBAL SCHOLARS ACADEMY | ||||||||
| 311 DOWD ST | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HILLSBOROUGH ARTS COUNCIL | ||||||||
| 102 N CHURTON ST | HILLSBOROUGH | NC | 27278 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| LITERACY COUNCIL OF HIGHLANDS INC | ||||||||
| NANTAHALA NATIONAL FOREST 348 S 5TH | HIGHLANDS | NC | 28741 | NONE | PC | GENERAL SUPPORT | $5,000 | ST |
| NATIONAL SAWDUST | ||||||||
| 80 N 6TH ST | BROOKLYN | NY | 11249 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PROFOUND GENTLEMEN | ||||||||
| 7715 KREFELD GLEN DRIVE | CHARLOTTE | NC | 28227 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RHIZOME COMMUNICATIONS | ||||||||
| 235 BOWERY | NEW YORK | NY | 10002 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| TEACHERS2TEACHERS-INTERNATIONAL INC | ||||||||
| 1920 S LAKESHORE DR | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| THALIAN ASSOCIATION OF WILIMINGTON INC | ||||||||
| 120 S 2ND ST | WILMINGTON | NC | 28401 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| THE PEOPLES CHANNEL | ||||||||
| 807 E MAIN ST SUITE 7-100 | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $4,600 | |
| THEATRE ART GALLERIES | ||||||||
| 220 E COMMERCE AVE | HIGH POINT | NC | 27260 | NONE | PC | GENERAL SUPPORT | $4,780 | |
| UNC-CH CAMPUS Y | ||||||||
| E CAMERON AVE | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| VISUAL ARTS EXCHANGE | ||||||||
| 309 WEST MARTIN STREET | RALEIGH | NC | 27707 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| WALLTOWN CHILDREN'S THEATRE | ||||||||
| 1225 BERKELEY ST | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WINSTON-SALEM SYMPHONY ASSOCIATION | ||||||||
| 201 BROAD ST S 200 | WINSTONSALEM | NC | 27101 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WOMEN'S WELLBEING & DEVELOPMENT FNDT | ||||||||
| 22 RAVENSCROFT DR | ASHEVILLE | NC | 28801 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $965,330 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,290 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,340 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $408,245 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $673,875 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $673,875 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $13,000 | $1,950 | $1,950 | $11,050 |
| AUDIT FEES | $17,750 | $14,200 | $14,200 | $3,550 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTERS | 2007-11-02 | $3,638 | $3,638 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| RUG | 2007-11-01 | $2,310 | $2,310 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| PRINTER | 2011-05-03 | $269 | 200DB | 5.000000000000 | $0 | $0 | $18 | |
| COMPUTERS | 2012-12-20 | $3,772 | $1,560 | 200DB | 5.000000000000 | $217 | $0 | $754 |
| DESK CHAIR | 2013-01-28 | $269 | $96 | 200DB | 5.000000000000 | $15 | $0 | $54 |
| PHONE EQUIPMENT | 2013-08-30 | $1,370 | $488 | 200DB | 5.000000000000 | $79 | $0 | $274 |
| COMPUTER EQUIPMENT | 2016-07-28 | $1,375 | 200DB | 5.000000000000 | $825 | $0 | $115 | |
| COMPUTER EQUIPMENT | 2016-08-01 | $1,868 | 200DB | 5.000000000000 | $1,121 | $0 | $156 | |
| COMPUTER EQUIPMENT | 2016-09-08 | $1,189 | 200DB | 5.000000000000 | $714 | $0 | $79 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TIFF MULTI-ASSET FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $30,148,327 | BookValueAmt |
| EOYFMV | $27,731,543 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTERS | $3,638 | $3,638 | $0 |
| RUG | $2,310 | $2,310 | $0 |
| PRINTER | $269 | $269 | $0 |
| COMPUTERS | $3,772 | $3,663 | $109 |
| DESK CHAIR | $269 | $246 | $23 |
| PHONE EQUIPMENT | $1,370 | $1,252 | $118 |
| COMPUTER EQUIPMENT | $1,375 | $825 | $550 |
| COMPUTER EQUIPMENT | $1,868 | $1,121 | $747 |
| COMPUTER EQUIPMENT | $1,189 | $714 | $475 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $118 | LegalFeesAmt |
| Net Investment Income | $118 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $118 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $866 | $2,500 | $2,500 |
| FEDERAL TAX PAYABLE | $0 | $563 | $563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $2,719 | $0 | $0 | $2,719 |
| INSURANCE | $5,961 | $596 | $596 | $5,365 |
| POSTAGE | $1,102 | $55 | $55 | $1,047 |
| DUES & SUBSCRIPTIONS | $9,208 | $460 | $460 | $8,748 |
| OFFICE SUPPLIES | $2,924 | $146 | $146 | $2,778 |
| REPAIRS AND MAINT | $374 | $0 | $0 | $374 |
| UTILITIES | $2,479 | $74 | $74 | $2,405 |
| ANNUAL REPORT | $11,151 | $0 | $0 | $11,151 |
| M&E | $480 | $0 | $0 | $480 |
| BANK FEES | $426 | $43 | $43 | $383 |
| BOARD MEETINGS | $6,118 | $612 | $612 | $5,506 |
| PROFESSIONAL DEVELOPMENT | $1,109 | $55 | $55 | $1,054 |
| GIFTS | $6,596 | $0 | $0 | $6,596 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAXES PAYABLE | $50,196 | $0 |
| CREDIT CARD LIABILITY | $0 | $1,047 |
| IRA PAYABLE | $0 | $1,005 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL PROCESSING | $1,396 | $140 | $140 | $1,256 |
| PROFESSIONAL FEES | $5,000 | $0 | $0 | $5,000 |
| IT SUPPORT | $6,382 | $319 | $319 | $6,063 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $18,041 | $0 | $0 | $0 |
| EMPLOYMENT TAXES | $13,483 | $1,348 | $1,348 | $12,135 |
Comments