SECOND FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SECOND FAMILY FOUNDATION INC (EIN 20-5885567)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201831319349100723
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T09:13:49-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | 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 | 205885567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECOND FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SECO | BusinessNameControlTxt |
| Phone | 9199679823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SOUTH ESTES DRIVE SUITE 203 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE MILES | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 9199679823 | PhoneNum |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN MCDUFFIE | PreparerPersonNm |
| PTIN | P00098611 | PTIN |
| Phone | 9199428700 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,814,715 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $225,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $225,015 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $225,015 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $239,380 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $364,371 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $239,380 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $3,018 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $3,018 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $467,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $464,423 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $228,033 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $105,829 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $105,829 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,255 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,255 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,005 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $8,750 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,213 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $12,574 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,574 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,976 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,976 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $626 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $626 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $280,637 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,025 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $251,612 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $430,865 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $399,627 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,865 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $399,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $435,398 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $228,033 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,404 | CashBOYAmt |
| Cash EOY | $41,864 | CashEOYAmt |
| Cash EOYFMV | $41,864 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $423,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $520,754 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $520,754 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,194,328 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,591,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,591,619 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,085,703 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,649,958 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,649,958 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $17,389 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,636 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,956 | LandBOYAmt |
| Land EOY | $3,753 | LandEOYAmt |
| Land EOYFMV | $3,753 | LandEOYFMVAmt |
| Other Assets BOY | $9,855 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,767 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,767 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,756,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,814,715 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,814,715 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,854 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,836 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,854 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,836 | 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 | $6,752,729 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,805,879 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,752,729 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,805,879 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,756,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,814,715 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,752,729 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,016,102 | OtherIncreasesAmt |
| Subtotal | $9,805,879 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,805,879 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| FIDELITY X 4620 | 2017-12-29 | $338,232 | $105,369 | $232,863 | $232,863 | |
| GUGGENHEIM PLUS II LP | $13,792 | -$13,792 | -$13,792 | D | ||
| GUGGENHEIM PLUS II LP | $5,830 | -$5,830 | -$5,830 | D | ||
| CAPITAL GAINS DIVIDENDS | $26,139 | $26,139 | $26,139 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $239,380 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$13,792 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $315,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,825,476 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035777 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $244,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,616,340 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.028325 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $252,074 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,335,214 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030242 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $232,299 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,762,229 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029927 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $180,672 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,925,817 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036679 | DistributionYr5Rt |
| Total Distribution | 0.160950 | TotalDistributionRt |
| Average Distribution | 0.032190 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,455,355 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $304,368 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,354 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $308,722 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $399,627 | 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 | $4,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,354 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,154 | 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 | Yes (1) | 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 | Yes (1) | 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 | SECONDFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY KUNKEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9199679823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 S ESTES DRIVE STE 203 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MIKE MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| ELSTON MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | VICE PRESIDENT/SECRETARY | 0.25 | $0 | $0 | $0 |
| WENDY MILES BAER | ||||||||
| 476 EMORY CIRCLE | ATLANTA | GA | 30307 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ALEXANDRA MILES SKOVE | ||||||||
| 7 ALDWOOD LANE | RUMSON | NJ | 07760 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREA ALDEN MILES | ||||||||
| 533 MANZANITA AVE | CORTA MEDERA | CA | 94925 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EDWARD WILLIAM MILES | ||||||||
| 2515 TRYON | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY KUNKEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104 SOUTH ESTES DRIVE STE 203 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 50.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $67,310 | CompensationAmt |
| Employee Benefits | $8,146 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TRANSPORTATION RESOURCES AND SUPPORT VIA ORANGE COUNTY DSS WERE PROVIDED TO 40+ PROGRAM YOUTH OVER THE COURSE OF 2017. THIS SERVICE AND PROGRAM AFFORDED YOUTH THE MOBILITY TO ATTEND FITNESS (SFFIT) AND EMPLOYMENT (SFWORKS) PROGRAMS AS WELL OTHER SELF-DEVELOPMENT WORK SUCH AS TUTORING AND SPECIALIZED EDUCATIONAL NEEDS. JOB COACHING AND SUPPORT IS ALSO PROVIDED DURING THE TRANSPORTATION TIMES. | Description1Txt |
| Expenses1 | $110,727 | Expenses1Amt |
| Description2 | SFFIT - YOUTH CHARACTER AND ATHLETIC PROGRAM THAT EMPHASIZES PERSEVERANCE AND WELLNESS (EXERCISE AND NUTRITION), ELEMENTS OF SFF'S TENETS. | Description2Txt |
| Expenses2 | $49,921 | Expenses2Amt |
| Description3 | SFWORKS - YOUTH EMPLOYMENT PROGRAM THAT CONNECTS YOUTH WHO ARE EXPERIENCING RISK TO THEIR FIRST JOB, AS WELL AS, REFERENCE BUILDING EXPERIENCES AND RELATIONSHIPS | Description3Txt |
| Expenses3 | $39,128 | Expenses3Amt |
| Description4 | TUITION FOR SPECIALIZED EDUCATIONAL BOARDING SCHOOL FOR A SFF YOUTH PARTICIPANT. | Description4Txt |
| Expenses4 | $19,167 | Expenses4Amt |
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 | $5,622,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $511,628 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,464,958 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,599,345 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,599,345 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,455,355 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $472,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $399,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $399,627 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,354 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $395,273 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-04-05 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $228,033 | CurrentYearAmt |
| Year1 | $191,937 | Year1Amt |
| Year2 | $208,030 | Year2Amt |
| Year3 | $199,656 | Year3Amt |
| Total | $827,656 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $193,828 | CurrentYearAmt |
| Year1 | $163,146 | Year1Amt |
| Year2 | $176,826 | Year2Amt |
| Year3 | $169,708 | Year3Amt |
| Total | $703,508 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $399,627 | CurrentYearAmt |
| Year1 | $318,760 | Year1Amt |
| Year2 | $244,058 | Year2Amt |
| Year3 | $252,074 | Year3Amt |
| Total | $1,214,519 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $399,627 | CurrentYearAmt |
| Year1 | $318,760 | Year1Amt |
| Year2 | $244,058 | Year2Amt |
| Year3 | $252,074 | Year3Amt |
| Total | $1,214,519 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,283,498 | CurrentYearAmt |
| Year1 | $9,216,154 | Year1Amt |
| Year2 | $8,725,229 | Year2Amt |
| Year3 | $8,777,583 | Year3Amt |
| Total | $36,002,464 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,279,745 | CurrentYearAmt |
| Year1 | $9,213,198 | Year1Amt |
| Year2 | $8,723,008 | Year2Amt |
| Year3 | $8,776,485 | Year3Amt |
| Total | $35,992,436 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIKE MILES | ContributingManagerNm |
| Contributing Manager | ELSTON MILES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $225,015 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $239,380 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Related Or Exempt Function Incm | $2,990 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $464,423 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,990 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $467,413 | 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 | 11A | LineNumberTxt |
| Relationship Statement | EXCISE TAX REFUND | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $5,591,619 | EOYBookValueAmt |
| EOYFMV | $5,591,619 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GUGGENHEIM PLUS II LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $3,649,958 | BookValueAmt |
| EOYFMV | $3,649,958 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| OFFICE FURNITURE AND FIXTURES | $6,114 | $4,048 | $2,066 | $2,066 |
| COMPUTER EQUIPMENT | $9,945 | $8,432 | $1,513 | $1,513 |
| SOFTWARE | $1,330 | $1,156 | $174 | $174 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS IN TRANSIT | $9,855 | $5,467 | $5,467 |
| WEBSITE | $1,300 | $1,300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL MEMBERSHIPS | $525 | $0 | $0 | $525 |
| INSURANCE | $5,767 | $0 | $0 | $5,767 |
| TUTORING | $135 | $0 | $0 | $135 |
| GIFTS | $2,291 | $0 | $0 | $2,291 |
| BACKGROUND CHECKS | $759 | $0 | $0 | $759 |
| YOUTH ATHLETIC ACTIVITIES | $49,921 | $0 | $0 | $49,921 |
| MEALS/ENTERTAINMENT WITH YOUTH | $5,015 | $0 | $0 | $5,015 |
| OFFICE SUPPLIES | $3,792 | $0 | $0 | $3,792 |
| PARKING | $52 | $0 | $0 | $52 |
| TELEPHONE | $3,913 | $0 | $0 | $3,913 |
| WEBSITE | $1,383 | $0 | $0 | $1,383 |
| POSTAGE | $411 | $0 | $0 | $411 |
| OTHER PROGRAM EXPENSES | $1,173 | $0 | $0 | $1,173 |
| ACADEMIC INCENTIVE PROGRAM | $3,051 | $0 | $0 | $3,051 |
| INDEPENDENT LIFE SKILLS | $1,325 | $0 | $0 | $1,325 |
| MISCELLANEOUS | $1,313 | $0 | $0 | $1,313 |
| TUITION | $16,116 | $0 | $0 | $16,116 |
| YOUTH EMPLOYMENT | $39,128 | $0 | $0 | $39,128 |
| SFF GROUP OUTINGS/EVENTS | $1,765 | $0 | $0 | $1,765 |
| TRAVEL/TRANSPORTATION WITH YOUTH | $110,727 | $0 | $0 | $110,727 |
| COUNSELING | $3,050 | $0 | $0 | $3,050 |
| GUGGENHEIM PLUS II LP | $29,025 | $29,025 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $28 | $28 | $28 |
| EXCISE TAX REFUND | $2,990 | $2,990 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTIONS | $10,256 |
| UNREALIZED GAIN OR LOSS ON INVESTMENTS | $546,275 |
| UNREALIZED GAIN OR LOSS ON INVESTMENTS | $2,459,571 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $3,854 | $5,729 |
| STUDENT ACCOUNTS | $0 | $3,107 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING/LEGAL | $2,480 | $0 | $0 | $2,480 |
| PAYROLL SERVICE FEES | $525 | $0 | $0 | $525 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $8,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,750 | DisbursementsCharitablePrpsAmt |
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