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KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201811289349101186
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-08T14:05:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562075906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERSON CPA FIRM PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 FRONT STREET SUITE 420 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | 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 | 562003192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOT | BusinessNameControlTxt |
| Phone | 9199134719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277052752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET C KNOTT | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Phone | 9199134719 | PhoneNum |
| Signature | 2018-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E ROBERSON CPA | PreparerPersonNm |
| PTIN | P00231194 | PTIN |
| Phone | 9193830441 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,014,007 | 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 | $53,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,612 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $81,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,870 | 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 | $1,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,337 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $148 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,152 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,152 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,352 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,766 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,267 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,704 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,704 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $653,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $734,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $993,302 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $40,463 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $751,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $755,148 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,014,007 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $751,384 | RetainedEarningBOYAmt |
| Retained Earning EOY | $755,148 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $751,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $755,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $751,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $755,148 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $751,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,766 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $755,150 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $755,148 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO #9723 | P | $205,451 | $211,675 | -$6,224 | -$6,224 |
| WELLS FARGO #9723 | P | $58,995 | $48,824 | $10,171 | $10,171 |
| WELLS FARGO #9723 | P | $16,856 | $11,195 | $5,661 | $5,661 |
| CAPITAL GAINS DIVIDENDS | P | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,612 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $485 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $485 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $485 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $485 | 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 | Yes (1) | 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 | BRUCE W KNOTT | IndividualWithBooksNm |
| Phone | 9193839308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277052452 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE W KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JANET C KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $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 | $906,118 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,082 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $945,200 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $945,200 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $931,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,551 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,551 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $485 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $485 | TotalTaxAmt |
| Distributable Before Adj | $46,066 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,066 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,066 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,352 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,352 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $72,352 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,066 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,766 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,237 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,157 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,088 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,993 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $135,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,352 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,066 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,286 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $161,527 | 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 | $23,766 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $137,761 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,237 | ExcessFromYear4Amt |
| Excess From Year3 | $37,157 | ExcessFromYear3Amt |
| Excess From Year2 | $27,088 | ExcessFromYear2Amt |
| Excess From Year1 | $27,993 | ExcessFromYear1Amt |
| Excess From Current Year | $26,286 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE W KNOTT | ContributingManagerNm |
| Contributing Manager | JANET C KNOTT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR BRUCE W KNOTT DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD RD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9193839308 | RecipientPhoneNum |
| Form And Info And Materials | APPLY BY LETTER, INCLUDE: A PROFORMA OF FINANCIAL DATA, AN ORGANIZATIONAL PURPOSE STATEMENT, A COPY OF THE CHARTER, A FEDERAL ID NUMBER AND A COPY OF THE TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGIOUS, MEDICAL OR EDUCATIONAL PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACWI | ||||||
| PO BOX 1375 | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALLEGHANY CO EDUCATION FOUNDATION | ||||||
| PO BOX 33 | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALLEGHANY MEMORIAL HOSPITAL FOUNDATION | ||||||
| 233 DOCTORS STREET | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $10,000 |
| ALZHEIMERS ASSOC OF EASTERN NC | ||||||
| 3739 NATIONAL DRIVE SUITE 110 | RALEIGH | NC | 27612 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONALRELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| BAPTIST CHILDRENS HOME OF NC | ||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CENTER FOR CHILD AND FAMILY HEALTH | ||||||
| 1121 W CHAPEL HILL ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHAPEL HILL BREAST CANCER FOUNDATION | ||||||
| 1506 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHERRY LANE VFD | ||||||
| PO BOX 162 | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHURCH OF JOY | ||||||
| PO BOX 3344 | PALM DESERT | CA | 92261 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DUKE UNIVERSITY MEDICAL CENTER | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25,100 |
| DURHAM CROPWALK | ||||||
| 305 E MAIN ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DURHAM RESCUE MISSION | ||||||
| PO BOX 11368 | DURHAM | NC | 27703 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| ECU EDUCATIONAL FOUNDATION | ||||||
| SPORTS MED BLDG ST 304 | GREENVILLE | NC | 27858 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| FAMILIES MOVING FORWARD | ||||||
| 300 N QUEEN ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| FELLOWSHIP LODGE 687 | ||||||
| PO BOX 15064 | DURHAM | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| FIRST PRESBYTERIAN CHURCH | ||||||
| 305 E MAIN ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| HIGH MEADOWS CHAPEL | ||||||
| PO BOX 440 | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,300 |
| MICHAEL J FOX PARKINSON FOUNDATION | ||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| MOUNTAIN PARK RURITAN | ||||||
| 1223 ZEPHYR MOUNT PARK ROAD | STATE ROAD | NC | 28676 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $150 |
| MT BETHEL UMC | ||||||
| 1605 BAHAMA ROAD | BAHAMA | NC | 27503 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MT CARMEL WMU | ||||||
| 1410 CHERRY LANE | GLADE VALLEY | NC | 28627 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| SPARTA UMC | ||||||
| PO BOX 697 | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| SUSAN KOMEN NC | ||||||
| 600 AIRPORT BLVD STE 100 | MORRISVILLE | NC | 27560 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| TEMPLE BAPTIST CHURCH | ||||||
| 4504 STERLING DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $33,200 |
| TWIN CO HUMANCE SOCIETY | ||||||
| PO BOX 125 | HILLSVILLE | VA | 24343 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| WEST DURHAM BAPTIST CHURCH | ||||||
| 1901 ATHENS ST | DURHAM | NC | 27707 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,200 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,608 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,262 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,608 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,870 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | PROCEEDS USED TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITABLE GROUPS | RelationshipStatementTxt |
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 | BRUCE W AND JANET C KNOTT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD RD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,300 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 621 SHARES WELLS FARGO CO. STOCK | NoncashPropertyDesc |
| Fair Market Value | $53,300 | FairMarketValueAmt |
| Received | 2017-12-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBERSON CPA FIRM, PLLC - PREPARATION OF INCOME TAX RETURNS | CategoryTxt |
| Amt | $1,485 | Amt |
| Net Investment Income | $1,337 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $148 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 84SH. JOHNSON & JOHNSON | $5,134 | $11,736 |
| 119SH. PROCTOR & GAMBLE | $7,668 | $10,934 |
| 102SH. PHILIP MORRIS | $6,282 | $10,776 |
| 142SH. ACE LIMITED/CHUBB LTD | $14,514 | $20,750 |
| 45SH. BOEING | $3,972 | $13,271 |
| 132SH. MICROSOFT CORP | $3,244 | $11,291 |
| 23SH. BLACKROCK INC | $3,686 | $11,815 |
| 357SH. INTEL CORP | $6,980 | $16,479 |
| 48SH. 3M COMPANY | $3,807 | $11,298 |
| 100SH. UNITED PARCEL SERVICE | $7,801 | $11,915 |
| 114SH. VISA INC | $2,038 | $12,998 |
| 67SH. HOME DEPOT INC | $3,992 | $12,699 |
| 81SH. KIMBERLY-CLARK CORP | $5,223 | $9,773 |
| 320SH. ROCHE HOLDINGS LTD | $6,247 | $10,106 |
| 136SH. WASTE MANAGEMENT INC | $4,654 | $11,737 |
| 80SH. ACCENTURE PLC | $5,511 | $12,247 |
| 62SH. AMGEN INC | $5,155 | $10,782 |
| 127SH. APPLE INC | $7,261 | $21,492 |
| 245SH. COCA-COLA CO | $8,617 | $11,241 |
| 192SH. EXXON MOBIL CO | $14,322 | $16,059 |
| 431SH. FINANCIAL SELECT/SELECT SECTOR | $7,947 | $12,029 |
| 60SH. RAYTHEON CO | $2,970 | $11,271 |
| 214SH. BANK NEW YORK MELLON | $6,862 | $11,526 |
| 197SH. JP MORGAN CHASE | $10,609 | $21,067 |
| 135SH. DISNEY WALT COMPANY | $13,297 | $14,514 |
| 458SH. FIRST TRUST FD IV | $9,356 | $11,248 |
| 166SH SCHLUMBERGER LTD | $10,976 | $11,187 |
| 281SH AT&T INC | $10,858 | $10,925 |
| 319SH CISCO SYSTEMS INC | $9,756 | $12,218 |
| 22SH MARTIN MARIETTA MATERIALS INC | $2,934 | $4,863 |
| 179SH PENTAIR PLC | $8,680 | $12,641 |
| 299SH PFIZER INCORPORATED | $9,049 | $10,830 |
| 288SH SYNCHRONY FINANCIAL | $8,814 | $11,120 |
| 93SH UNION PACIFIC CORP | $7,040 | $12,471 |
| 388SH VANGUARD CONSUMER DISCRETONARY | $51,091 | $60,516 |
| 138SH VANGUARD CONSUMER STAPL | $18,613 | $20,154 |
| 128SH VANGUARD ENERGY VDE | $11,934 | $12,666 |
| 926SH VANGUARD FINANCIALS ET | $55,415 | $64,857 |
| 456SH VANGUARD HEALTH CARE ET | $58,100 | $70,288 |
| 326SH VANGUARD INDUSTRIALS ET | $39,695 | $46,413 |
| 600SH VANGUARD INFORMATION ET TECHNOLOGY | $73,278 | $98,838 |
| 89SH VANGUARD MATERIALS ET | $10,334 | $12,166 |
| 130SH VANGUARD REIT | $10,761 | $10,787 |
| 81SH VANGUARD TELECOMMUNICATIONS | $7,584 | $7,383 |
| 329SH ABB LTD-SPONS ADR ABB | $7,866 | $8,824 |
| 48SH ALBEMARLE CORP | $4,485 | $6,139 |
| 339SH BAYER AG SPONSORED ADR | $11,032 | $10,540 |
| 68SH DOLLAR GENERAL CORP | $5,440 | $6,325 |
| 99SH DOWDUPONT INC | $7,157 | $7,051 |
| 158SH GILEAD SCIENCES INC | $11,587 | $11,319 |
| 131SH MEDITRONIC PLC | $9,764 | $10,578 |
| 189SH STARBUCKS CORP | $10,521 | $10,854 |
| 73SH UNITEDHEALTH GROUP | $15,280 | $16,094 |
| 282SH VOLKSWAGEN | $8,612 | $11,403 |
| 98SH WALMART STORES | $7,338 | $9,678 |
| 621SH MICROSOFT CORP | $53,300 | $53,120 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,152 | Amt |
| Net Investment Income | $2,152 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W JANET C KNOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $1,449 | $0 | $0 |
| FOREIGN TAXES PAID | $80 | $80 | $0 |