SHARED VISIONS FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SHARED VISIONS FOUNDATION INC (EIN 56-2254231)
Tax period
2016-10-01 to 2017-09-30
Filed
2018-02-13
IRS object ID
201820449349100202
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-02-13T09:18:33-06:00ReturnTs
Tax Period End2017-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561304727PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BLACKMAN & SLOOP CPAS PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11414 RALEIGH RD SUITE 300AddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27517ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN562254231EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHARED VISIONS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHARBusinessNameControlTxt
Phone9196162190PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WEDGEWOOD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY MILLERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9196162190PhoneNum
Signature2018-02-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBIN MCDUFFIEPreparerPersonNm
PTINP00098611PTIN
Phone9199428700PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.20.211.129IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-02-11IPDt
IP Tm09:20:09IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9F8D9C31FB3DAEF08962258BC87FDB64C5FF40D3AtSubmissionCreationDeviceId
At Submission Filing Device Id9F8D9C31FB3DAEF08962258BC87FDB64C5FF40D3AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,377,515FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$295,788ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$30,829DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,829DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$177,033NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$420,205GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$177,033CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$74,769OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$74,769OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$578,419TotalRevAndExpnssAmt
Total Net Invst Incm$207,862TotalNetInvstIncmAmt
Total Adj Net Incm$74,769TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$625AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,875AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,911OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,911OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,509TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$107TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$26,970DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$26,970DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$26,709OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$26,709OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,502OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$512OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$26,990OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$97,101TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,048TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$26,970TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$55,681TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$52,464ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$52,464ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$149,565TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,048TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$26,970TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$108,145TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$428,854ExcessRevenueOverExpensesAmt
Net Investment Income$195,814NetInvestmentIncomeAmt
Adjusted Net Income$47,799AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,515CashBOYAmt
Cash EOY$39,322CashEOYAmt
Cash EOYFMV$39,322CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,988SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,720SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,720SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$925,184OtherInvestmentsBOYAmt
Other Investments EOY$1,073,991OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,194,599OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,215,559LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$73,685LandBldgEquipAccumDeprecAmt
Land BOY$1,001,497LandBOYAmt
Land EOY$1,141,874LandEOYAmt
Land EOYFMV$1,141,874LandEOYFMVAmt
Total Assets BOY$1,945,184TotalAssetsBOYAmt
Total Assets EOY$2,256,907TotalAssetsEOYAmt
Total Assets EOYFMV$2,377,515TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,945,184RetainedEarningBOYAmt
Retained Earning EOY$2,256,907RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,945,184TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,256,907TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,945,184TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,256,907TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,945,184TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$428,854ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,374,038SubtotalAmt
Other Decreases$117,131OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,256,907TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH X4036$394,095$243,172$150,923$150,923
CAPITAL GAINS DIVIDENDS$26,110$26,110$26,110P
FieldValueIRS element (for citing)
Capital Gain Net Income$177,033CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$125,169AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$977,946NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.127992DistributionYr1Rt
Total Distribution0.127992TotalDistributionRt
Average Distribution0.127992AverageDistributionRt
Net Vl Noncharitable Assets$1,128,370NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$144,422AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,958NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$146,380AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$108,145QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,916InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,916SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,916TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Tax Due$2,719TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SHAREDVISIONS.ORGWebsiteAddressTxt
Individual With BooksJAY MILLERIndividualWithBooksNm
Phone9196162190PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 WEDGEWOOD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSE MILLER III
10 WEDGEWOOD RDCHAPEL HILLNC27514PRESIDENT20.00$0$0$0
EBETH SCOTT-SINCLAIR
10 WEDGEWOOD RDCHAPEL HILLNC27514SECRETARY1.00$0$0$0
GARY GADDY
5921 TREETOP RIDGEDURHAMNC27705DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CT WILSON CONSTRUCTIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2011AddressLine1Txt
CityDURHAMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27702ZIPCd
FieldValueIRS element (for citing)
Service TypeCONSTRUCTION OF BUILDINGServiceTypeTxt
Compensation$158,602CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE ORGANIZATION PROVIDES FUNDING TO VARIOUS NON-PROFIT CHARITABLE ORGANIZATIONS IN SUPPORT OF THEIR GOAL OF PROMOTING CO-OPERATION AMONG NON-PROFIT AGENCIES THAT DIRECTLY BENEFIT COMMUNITIES IN DURHAM AND ORANGE COUNTIES NORTH CAROLINA. DURING FISCAL YEAR 2016-2017 THE FOUNDATION AWARDED APPROXIMATELY 37 MONETARY GRANTS; HELD AN ANNUAL FUNDRAISER HIGHLIGHTING THE COMMUNITY SERVICES OF TWO NONPROFITS; PROVIDED AFFORDABLE MEETING AND EVENT SPACE FOR AREA NONPROFITS AT THE SHARED VISIONS RETREAT CENTER; AND PROVIDED SUPPORT AND CONSULTATION FOR AREA NONPROFITS THROUGH VOLUNTEER SERVICE ON BOARDS AND COMMITTEES.Description1Txt
Expenses1$108,145Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,096,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,069AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,145,553TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,145,553AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,183CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,128,370NetVlNoncharitableAssetsAmt
Minimum Investment Return$56,419MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$56,419MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,916TaxBasedOnInvestmentIncomeAmt
Total Tax$3,916TotalTaxAmt
Distributable Before Adj$52,503DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$52,503DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$52,503DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$108,145ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$108,145QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$108,145AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$52,503DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$77,438ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$77,438TotalExcessDistributionCyovAmt
Qualifying Distributions$108,145QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,503AppliedToCurrentYearAmt
Remaining Distri From Corpus$55,642RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$133,080TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$133,080ExcessDistriCyovToNextYrAmt
Excess From Year1$77,438ExcessFromYear1Amt
Excess From Current Year$55,642ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJESSE MILLER IIIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOOK HARVEST
2501 UNIVERSITY DRIVEDURHAMNC27707PCBOOKS TO TRIANGLE CHILDREN$1,000
CLUB NOVA
103 W MAIN STCARRBORONC27510PCSUPPORT PEOPLE LIVING WITH MENTAL ILLNESS$6,000
COMMUNITY EMPOWERMENT FUND
108 W ROSEMARY STCHAPEL HILLNC27516PCTRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY$5,100
COMMUNITY HOME TRUST
104 JONES FERRY RD SUITE CCARRBORONC27510PCCREATE AFFORDABLE HOUSING OPPORTUNITES$500
COMPASS CENTER
210 HENDERSON STCHAPEL HILLNC27514PCDOMESTIC VIOLENCE SUPPORT$1,000
DEMOCRACY NC
1821 GREEN STDURHAMNC27705PCINCREASE CIVIC PARTICIPATION$300
DISPUTE SETTLEMENT CENTER
302 WEST WEAVER STCARRBORONC27510PCPROMOTE PEACEFUL SETTLEMENT OF DISPUTES$550
DURHAM JAZZ WORKSHOP
4608 INDUSTRY LANEDURHAMNC27713PCEDUCATIONAL JAZZ PROGRAMS$750
DURHAM MUSIC TEACHERS ASSOCIATION
322 BYWOOD DRDURHAMNC27712PCSUPPORT MUSIC EDUCATORS$100
DURHAM PARKS FOUNDATION
400 CLEVELAND STDURHAMNC27701PCPRESERVE PARKS AND RECREATIONAL SPACES IN DURHAM$500
EL FUTURO
136 E CHAPEL HILL STDURHAMNC27701PCBEHAVIORAL HEALTH SUPPORT TO SPANISH SPEAKING COMMUNITY$500
EMPOWERMENT INC
109 N GRAHAM ST 200CHAPEL HILLNC27516PCCOMMUNITY BUILDING$250
FAITH CONNECTIONS ON MENTAL ILLNESS
940 CARMICHAEL STCHAPEL HILLNC27514PCMENTAL HEALTH SUPPORT$500
FREEDOM HOUSE RECOVERY CENTER
104 NEW STATESIDE DRIVECHAPEL HILLNC27516PCBEHAVIORAL HEALTHCARE$4,000
HABITAT FOR HUMANITY OF DURHAM
215 N CHURCH STDURHAMNC27701PCAFFORDABLE HOUSING$6,218
HABITAT FOR HUMANITY OF ORANGE COUNTY
88 VILCOM CENTER DR SUITE L110CHAPEL HILLNC27514PCAFFORDABLE HOUSING$6,218
HUMAN KINDNESS FOUNDATION
PO BOX 61619DURHAMNC27705PCFOSTER GREATER HUMAN KINDNESS THROUGH EDUCATION AND SERVICE$250
INTERFAITH COUNCIL
110 W MAIN STCARRBORONC27510PCHELP FOR THOSE IN NEED$3,000
JOHNSON SERVICE CORPS
PO BOX 16786CHAPEL HILLNC27516PCSOCIAL JUSTICE$500
JOSH'S HOPE FOUNDATION
200 CARDINAL DR STE BHILLSBOROUGHNC27278PCMENTAL HEALTH SUPPORT$1,000
MDA ASSOCIATION
222 S RIVERSIDE PLAZA SUITE 1500CHICAGOIL60506PCRESEARCH AND SUPPORT RELATING TO MUSCLE-DEBILITATING DISEASES$100
MUSICAL EMPOWERMENT
PO BOX 876CHAPEL HILLNC27514PCMUSIC EDUCATION$500
MUSIC MAKER RELIEF FOUNDATION
224 W CORBIN STHILLSBOROUGHNC27278PCPRESERVE MUSIC TRADITIONS OF THE SOUTH$250
NATIONAL MS SOCIETY- GREATER CAROLINAS
3101 INDUSTRIAL DRIVE STE 210RALEIGHNC27609PCSUPPORT MS RESEARCH$250
NC CENTER FOR NON-PROFITS
1110 NAVAJO DRIVE SUITE 200RALEIGHNC27609PCENRICH NC COMMUNITIES AND ECONOMY THROUGH STRONG NON-PROFIT SECTOR$300
RCWMS
1202 WATTS STDURHAMNC27701PCSUPPORT OF MUSIC EDUCATION$1,000
REFUGE COMMUNITY PARTNERSHIP
PO BOX 461CARRBORONC27510PCSUPPORT OF REFUGEE POPULATION$500
THE ARTS CENTER
300 E MAIN ST GCARRBORONC27510PCEDUCATE AND INSPIRE CREATIVITY$5,058
TOWN OF CARRBORO - CARRBORO MUSIC FESTIVAL
301 W MAIN STCARRBORONC27510GOVMUSIC EDUCATION$500
TRIANGLE COMMUNITY FOUNDATION - SEND A KID TO CAMP
324 BLACKWELL ST STE 1220DURHAMNC27701PCSEND NEEDY CHILD TO CAMP$300
TROSA
1820 JAMES STDURHAMNC27707PCALCOHOLISM TREATMENT SUPPORT$2,000
UNC CENTER FOR EXCELLENCE - COMMUNITY MENTAL HEALTH
PO BOX 309CHAPEL HILLNC27514PCMENTAL HEALTH SUPPORT$250
UNCTV
10 TW ALEXANDER DRRESEARCH TRIANGLE PARKNC27709PCEDUCATIONAL TELEVISION$240
URBAN MINISTRIES
410 LIBERTY STDURHAMNC27701PCPOOR AND HOMELESS SUPPORT$1,000
WCOM FM
300-G E MAIN STCARRBORONC27510PCSUPPORT COMMUNITY RADIO$620
WUNC RADIO
120 FRIDAY CENTERCHAPEL HILLNC27517PCSUPPORT COMMUNITY RADIO$360
XDS
PO BOX 368CARRBORONC27510PCMENTAL HEALTH SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$52,464TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,829ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$177,033ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSPECIAL EVENTSDesc
Related Or Exempt Function Incm$74,769RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$207,862ExclusionAmt
Related Or Exempt Function Incm$74,769RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$282,631TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementSPACE PROVIDED FOR EVENTS HELD TO SUPPORT LOCAL NONPROFITSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JESSE MILLER IIIBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110 WEDGEWOOD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd
FieldValueIRS element (for citing)
Total Contributions$295,788TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1205 SHS ALTRIA, 580 SHS AT&T, 490 SHS REGIONS FINL, 102 SHS VERIZON$50,6952017-02-07
1266 SHS AT&T, 200 SHS BRISTOL-MYERS SQUIBB, 134 SHS CHEVRON, 600 SHS GE, 67 SHS IBM, 304 SHS MERCK$82,4872017-05-11
1100 SHS OMEGA HC, 135 SHS PHILIP MORRIS, 100 SHS PFIZER, 274 SHS WELLS FARGO$36,3232017-05-11
12900 SHS DEUTSCHE GLOBAL INFR., 4614 SHS ROYCE TOTAL RET FUND$106,2832017-05-11

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$625NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,875DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (12 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BUILDING-MURPHY SCHOOL2015-05-07$962,400$33,931SL39.000000000000$24,677$0$24,677
AUDIO EQUIPMENT2010-06-18$500$454SL7.000000000000$46$0$46
SIGNS2010-05-21$275$250SL7.000000000000$25$0$25
FURNITURE2010-06-01$2,280$2,077SL7.000000000000$203$0$203
FURNITURE AND FIXTURES2010-08-01$7,862$6,879SL7.000000000000$936$0$936
CHAIRS2010-10-06$1,196$940SL7.000000000000$171$0$171
FRIDGE, OVEN, MICRO2010-10-10$2,478$1,947SL7.000000000000$354$0$354
SIGNAGE2015-02-23$918$207SL7.000000000000$131$0$131
LAND - MURPHY SCHOOL2015-05-07$67,600L$0$0$0
AUDITORIUM FLOOR UPGRADE2016-02-28$1,448$22SL39.000000000000$37$0$37
ROOF IMPROVEMENTS2016-07-15$1,255$8SL39.000000000000$32$0$32
NEW WAREHOUSE BUILDING2017-09-01$167,347SL39.000000000000$358$0$358

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,073,991BookValueAmt
EOYFMV$1,194,599EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (12 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING-MURPHY SCHOOL$962,400$58,608$903,792
AUDIO EQUIPMENT$500$500$0
SIGNS$275$275$0
FURNITURE$2,280$2,280$0
FURNITURE AND FIXTURES$7,862$7,815$47
CHAIRS$1,196$1,111$85
FRIDGE, OVEN, MICRO$2,478$2,301$177
SIGNAGE$918$338$580
LAND - MURPHY SCHOOL$67,600$0$67,600
AUDITORIUM FLOOR UPGRADE$1,448$59$1,389
ROOF IMPROVEMENTS$1,255$40$1,215
NEW WAREHOUSE BUILDING$167,347$358$166,989

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED CAPITAL LOSSES ON INVESTMENTSDesc
Amt$117,131Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$13,500$0$0$13,500
WEBSITE$240$0$0$240
PROGRAM EXPENSE$8,455$0$0$8,455
MISCELLANEOUS$5,307$512$0$4,795

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSPECIAL EVENTSDesc
Revenue And Expenses Per Books$74,769RevenueAndExpensesPerBooksAmt
Adjusted Net Income$74,769AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$10,911Amt
Net Investment Income$10,911NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonJESSE MILLER IIIPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 WEDGEWOOD ROADAddressLine1Txt
CityCHAPEL HILLCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27514ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAXES$107$0$0$107
EXCISE TAXES$2,402$0$0$0

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