MARY DUKE BIDDLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MARY DUKE BIDDLE FOUNDATION (EIN 13-6068883)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-27
- IRS object ID
- 201842089349100404
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-27T09:53:31-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561965804 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JUDY & TUCKER P A | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4700 FALLS OF NEUSE ROAD SUITE 400 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27609 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | 2018-07-27 | 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 | 2018-06-06 | 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 | $33,863,156 | 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 | $1,002,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,136 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,354,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,354,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$655,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,774,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,706,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,360,059 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175,530 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,253 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $17,253 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $155,277 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $55,331 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,533 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $5,533 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $49,798 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $39,718 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,972 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $3,972 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $35,746 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,500 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $5,500 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,189 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,467 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $15,467 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,722 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $151,119 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,269 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $146,269 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,850 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $77,414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,418 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,418 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $12,762 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,216 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $3,216 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $32,032 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $32,032 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,300 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $930 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $930 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,370 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $62,380 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,866 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,866 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $60,444 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $640,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $198,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $201,424 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $373,001 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $873,668 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $873,668 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,514,397 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $198,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $201,424 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,246,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,191,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,161,851 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,379 | CashBOYAmt |
| Cash EOY | $38,207 | CashEOYAmt |
| Cash EOYFMV | $38,207 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,496,082 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,045,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,045,244 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $30,148,327 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,775,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,775,154 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $18,599 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,254 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,024 | LandBOYAmt |
| Land EOY | $1,345 | LandEOYAmt |
| Land EOYFMV | $1,345 | LandEOYFMVAmt |
| Other Assets BOY | $3,063 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,206 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,206 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,683,875 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,863,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,863,156 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,052 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $55,655 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,655 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $31,681,823 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $33,807,501 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,681,823 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,807,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,683,875 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,863,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,681,823 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,191,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,873,795 | SubtotalAmt |
| Other Decreases | $66,294 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,807,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TIFF MULTI-ASSET FUND | 2015-02-25 | 2017-12-29 | $28,638,061 | $29,937,785 | -$1,299,724 | -$1,299,724 | |
| TIFF MULTI-ASSET FUND | 2017-01-01 | 2017-12-29 | $2,357,355 | $2,492,859 | -$135,504 | -$135,504 | |
| CAPITAL GAINS DIVIDENDS | $779,538 | $779,538 | $779,538 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$655,690 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,321,812 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,651,011 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046135 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,195,591 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,745,631 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038887 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,226,122 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,375,801 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040365 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,327,134 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,751,217 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047823 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,565,003 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,931,047 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062773 | DistributionYr5Rt |
| Total Distribution | 0.235983 | TotalDistributionRt |
| Average Distribution | 0.047197 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $30,739,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,450,811 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,619 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,482,430 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,246,669 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $63,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $63,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,579 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $75,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $82,579 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,342 | OverpaymentAmt |
| Applied To ES Tax | $19,342 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MDBF.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 (8 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 |
| LILLIAN D DELOATCH | ||||||||
| 3610 MEDFORD ROAD | DURHAM | NC | 27705 | TRUSTEE | 5.00 | $3,000 | $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 | $154,530 | $20,422 | $0 |
| K TODD WALKER | ||||||||
| 216 BURLEIGH STREET | CHARLOTTE | NC | 28211 | TREASURER | 5.00 | $3,000 | $0 | $0 |
| CHRISTOPHER M HARRIS | ||||||||
| 113 LITTLE BRANCH TRAIL | CHAPEL HILL | NC | 27517 | CHAIR | 5.00 | $3,000 | $0 | $0 |
| JONATHAN ZELJO | ||||||||
| 792 UNION AVENUE | BOLDER | CO | 80304 | CHAIR | 5.00 | $3,000 | $0 | $0 |
| N ALLISON HALTOM | ||||||||
| 3807 WESTCHESTER ROAD | DURHAM | NC | 27707 | TRUSTEE | 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 | $30,164,838 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,042,753 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,207,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,207,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $468,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,739,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,536,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,536,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63,237 | TotalTaxAmt |
| Distributable Before Adj | $1,473,737 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,473,737 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,473,737 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,246,669 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,246,669 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,246,669 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,473,737 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $349,260 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $349,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,246,669 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,246,669 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $227,068 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $227,068 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $122,192 | 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 | $122,192 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DANCE FESTIVAL | |||||||
| 715 BROAD STREET | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $10,000 |
| BUMP THE TRIANGLE - BOSTON URBAN MUSIC PROJECT THE TRIANGLE | |||||||
| 504 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CENTER FOR CREATIVE ARTS | |||||||
| 200 N DAVIE ST BOX 13 | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $5,000 |
| 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 |
| CHATHAM EDUCATION FOUNDATION | |||||||
| PO BOX 418 | PITTSBORO | NC | 27312 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHRIST CHURCH UNITED METHODIST | |||||||
| 520 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CULTURE MILL | |||||||
| PO BOX 145 | SAXAPAHAW | NY | 27340 | NONE | PC | GENERAL SUPPORT | $3,250 |
| DUKE MEMORIAL UNITED METHODIST CHURCH | |||||||
| 504 W CHAPEL HILL ST | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | GENERAL SUPPORT | $471,918 |
| DURHAM ARTS COUNCIL | |||||||
| 1058 W CLUB BLVD | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $10,000 |
| EMILY KRZYZEWSKI FAMILY LIFE CENTER | |||||||
| 904 W CHAPEL HILL ST | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FRACTURED ATLAS PRODUCTIONS INC | |||||||
| 248 WEST 35TH STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HANDS ON - A CHILD'S GALLERY | |||||||
| PO BOX 481 | HENDERSONVILLE | NC | 28793 | NONE | PC | GENERAL SUPPORT | $3,500 |
| HELEN SIMONEAU DANSE INC | |||||||
| 2564 ROBINHOOD ROAD | WINSTONSALEM | NC | 27106 | NONE | PC | GENERAL SUPPORT | $5,000 |
| IRVINGTON ON HUDSON PRESBYTERIAN CHURCH | |||||||
| 25 N BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | GENERAL SUPPORT | $2,500 |
| MUSEUM OF DURHAM HISTORY INC | |||||||
| 500 W MAIN STREET | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MUSIC MAKER RELIEF FOUNDATION | |||||||
| PO BOX 1358 | HILLSBOROUGH | NC | 27278 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NC CENTER FOR NONPROFITS | |||||||
| 1110 NAVAHO DRIVE | RALEIGH | NC | 27609 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PARTNERS FOR YOUTH | |||||||
| 1309 HALLEY STREET | DURHAM | NC | 27707 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOUTHEASTERN EFFORTS DEVELOPING SUSTAINABLE SPACES | |||||||
| 706 GILBERT ST | DURHAM | NC | 27701 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SOUTHERN DOCUMENTARY FUND | |||||||
| 762 9TH STREET 574 | DURHAM | NC | 27705 | NONE | PC | GENERAL SUPPORT | $20,000 |
| SPACE ON RYDER FARM | |||||||
| PO BOX 699 | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TIDES CENTER | |||||||
| BOX 29907 | SAN FRANCISCO | CA | 94129 | NONE | PC | GENERAL SUPPORT | $4,000 |
| UNC SCHOOL OF THE ARTS FOUNDATION | |||||||
| 1533 S MAIN STREET | WINSTONSALEM | NC | 27127 | NONE | PC | GENERAL SUPPORT | $75,000 |
| UNC-CH CAMPUS Y | |||||||
| E CAMERON AVE | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $5,000 |
| UNSUNGMUSICALS CO | |||||||
| PO BOX 722 | NEW YORK | NY | 10159 | NONE | PC | GENERAL SUPPORT | $5,000 |
| 826NYC | |||||||
| 372 5TH AVENUE | BROOKLYN | NY | 11215 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BEHIND THE BOOK | |||||||
| 216 WEST 135TH STREET | NEW YORK | NY | 10030 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CONTEMPORANEOUS | |||||||
| PO BOX 275 | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MONICA BILL BARNES & COMPANY | |||||||
| 41 PERRY STREET 2A | NEW YORK | NY | 10014 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ONLY MAKE BELIEVE | |||||||
| 121 WEST 27TH SREET SUITE 1002 | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $5,000 |
| STATEN ISLAND CHILDREN'S MUSEUM | |||||||
| 1000 RICHMOND TERRACE | STATEN ISLAND | NY | 10301 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BLOOMINGDALE SCHOOL OF MUSIC | |||||||
| 323 WEST 108TH STREET | NEW YORK | NY | 10025 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BORN DANCING INC | |||||||
| 219 WEST 19TH STREET | NEW YORK | NY | 10011 | NONE | PC | GENERAL SUPPORT | $5,000 |
| IRONDALE PRODUCTIONS | |||||||
| 85 SOUTH OXFORD STREET | BROOKLYN | NY | 11217 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MEET THE WRITERS INC | |||||||
| 400 2ND STREET | BROOKLYN | NY | 11215 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MOVEMENT RESEARCH INC | |||||||
| 140 2ND AVE SUITE 502 | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NURTUREART NON PROFIT INC | |||||||
| 506 BOGART STREET | BROOKLYN | NY | 11206 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SCULPTURE CENTER INC | |||||||
| 44-19 PURVES STREET | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ELON UNIVERSITY | |||||||
| 50 CAMPUS DRIVE | ELON | NC | 27244 | NONE | PC | GENERAL SUPPORT | $5,000 |
| REFUGEE COMMUNITY PARTNERSHIP | |||||||
| 117 W MAIN STREET | CARRBORO | NC | 27510 | NONE | PC | GENERAL SUPPORT | $5,000 |
| GREEN HILL CENTER FOR NC ART | |||||||
| 200 N DAVIE ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $5,000 |
| HELPS EDUCATION FUND | |||||||
| CAMPUS BOX 7650 | RALEIGH | NC | 27695 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NORTH CAROLINA EARLY CHILDHOOD FOUNDATION | |||||||
| 907 GLENWOOD AVENUE | RALEIGH | NC | 27605 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SPANISH DANCE ARTS COMPANY | |||||||
| 4 WEST 43RD STREET SUITE 608 | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $5,000 |
| YOUNG MUSICIANS OF ALAMANCE | |||||||
| 513 W FRONT STREET | BURLINGTON | NC | 27215 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ALLEGHANY JUNIOR APPALACHIAN MUSICIANS | |||||||
| 111 COURTHOUSE STREET | INDEPENDENCE | VA | 24348 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ALLEGRO FOUNDATION | |||||||
| 419 ARDMORE ROAD | CHARLOTTE | NC | 28209 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BOOMERANG YOUTH INC | |||||||
| 825A N ESTES DRIVE | CHAPEL HILL | NC | 27514 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BUILDING HOPE COMMUNITY LIFE CENTER | |||||||
| PO BOX 4237 | GREENVILLE | NC | 27836 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CAPE FEAR STUDIOS INC | |||||||
| 148 MAXWELL STREET | FAYETTEVILLE | NC | 28301 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COMMUNITY MUSIC SCHOOL | |||||||
| 618 TUCKER STREET | RALEIGH | NC | 27603 | NONE | PC | GENERAL SUPPORT | $5,000 |
| DANCE PROJECT INC | |||||||
| 200 N DAVIE ST | GREENSBORO | NC | 27401 | NONE | PC | GENERAL SUPPORT | $4,500 |
| EXCHANGE CLUB CHILD ABUSE PREVENTION CENTER | |||||||
| 200 N MAIN STREET | GRAHAM | NC | 27253 | NONE | PC | GENERAL SUPPORT | $5,000 |
| IMMERSION FOR SPANISH LANGUAGE ACQUISITION | |||||||
| 506B W FRANKLIN ST | CHAPEL HILL | NC | 27516 | NONE | PC | GENERAL SUPPORT | $5,000 |
| MOJOAA PERFORMING ARTS COMPANY | |||||||
| PO BOX 40413 | RALEIGH | NC | 27629 | NONE | PC | GENERAL SUPPORT | $5,000 |
| NC ARTS IN ACTION INC | |||||||
| 103 W WEAVER STREET SUITE E | CARRBORO | NC | 27510 | NONE | PC | GENERAL SUPPORT | $15,000 |
| PIGEON COMMUNITY DEVELOPMENT CENTER | |||||||
| 450 PIGEON STREET | WAYNESVILLE | NC | 28786 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE OAKWOOD SCHOOL | |||||||
| 4000 MACGREGOR DOWNS ROAD | GREENVILLE | NC | 27834 | NONE | PC | GENERAL SUPPORT | $5,000 |
| TRIANGLE COMMUNITY FOUNDATION | |||||||
| 800 PARK OFFICES DRIVE SUITE 201 | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | GENERAL SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $873,668 | 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 | $5,136 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,354,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$655,690 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,704,369 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,704,369 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JENNY LILLIAN SEMANS KOORTBOJIAN REV TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2139 NORTON ROAD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING FEES | $11,575 | $1,736 | $1,736 | $9,839 |
| AUDIT FEES | $17,614 | $13,731 | $13,731 | $3,883 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (11 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 | $0 | |
| COMPUTERS | 2012-12-20 | $3,772 | $1,777 | 200DB | 5.000000000000 | $109 | $0 | $109 |
| DESK CHAIR | 2013-01-28 | $269 | $111 | 200DB | 5.000000000000 | $16 | $0 | $16 |
| PHONE EQUIPMENT | 2013-08-30 | $1,370 | $567 | 200DB | 5.000000000000 | $79 | $0 | $79 |
| COMPUTER EQUIPMENT | 2016-07-28 | $1,375 | $137 | 200DB | 5.000000000000 | $220 | $0 | $220 |
| COMPUTER EQUIPMENT | 2016-08-01 | $1,868 | $187 | 200DB | 5.000000000000 | $299 | $0 | $299 |
| COMPUTER EQUIPMENT | 2016-09-08 | $1,189 | $118 | 200DB | 5.000000000000 | $190 | $0 | $190 |
| PROJECTOR | 2017-01-12 | $720 | 200DB | 5.000000000000 | $126 | $0 | $486 | |
| OFFICE CHAIRS | 2017-12-28 | $1,817 | 200DB | 5.000000000000 | $0 | $0 | $1,817 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF MULTI-ASSET FUND | FMV | $1,785,063 | $1,785,063 |
| TIFF KEYSTONE FUND | FMV | $30,990,091 | $30,990,091 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 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 | $3,772 | $0 |
| DESK CHAIR | $269 | $262 | $7 |
| PHONE EQUIPMENT | $1,370 | $1,331 | $39 |
| COMPUTER EQUIPMENT | $1,375 | $1,045 | $330 |
| COMPUTER EQUIPMENT | $1,868 | $1,420 | $448 |
| COMPUTER EQUIPMENT | $1,189 | $903 | $286 |
| PROJECTOR | $720 | $126 | $594 |
| OFFICE CHAIRS | $1,817 | $0 | $1,817 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $5,500 | LegalFeesAmt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SECURITY DEPOSIT | $2,500 | $655 | $655 |
| FEDERAL TAX PAYABLE | $563 | $0 | $0 |
| PREPAID EXPENSES | $0 | $2,551 | $2,551 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP ADJUSTMENT TO FAIR MARKET VALUE PRESENTATION | Desc |
| Amt | $66,294 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $3,668 | $0 | $0 | $3,668 |
| INSURANCE | $4,649 | $465 | $465 | $4,184 |
| POSTAGE | $1,621 | $81 | $81 | $1,540 |
| DUES & SUBSCRIPTIONS | $10,939 | $547 | $547 | $10,392 |
| OFFICE SUPPLIES | $1,466 | $70 | $70 | $1,326 |
| UTILITIES | $3,614 | $108 | $108 | $3,506 |
| ANNUAL REPORT | $29,908 | $0 | $0 | $29,908 |
| M&E | $571 | $0 | $0 | $571 |
| BANK FEES | $287 | $29 | $29 | $258 |
| BOARD MEETINGS | $5,657 | $566 | $566 | $5,091 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD LIABILITY | $1,047 | $0 |
| IRA PAYABLE | $1,005 | $0 |
| S125 PLAN LIABILITY | $0 | $0 |
| FEDERAL TAX PAYABLE | $0 | $55,655 |
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 | $1,446 | $145 | $145 | $1,301 |
| IT SUPPORT | $3,736 | $187 | $187 | $3,549 |
| INVESTMENT FEES | $145,937 | $145,937 | $145,937 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JENNY LILLIAN SEMANS KOORTBOJIAN REV TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2139 NORTON RD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27207 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAXES | $63,234 | $0 | $0 | $0 |
| EMPLOYMENT TAXES | $14,180 | $1,418 | $1,418 | $12,762 |
Comments