HUDSON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HUDSON FOUNDATION (EIN 22-6932710)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201821349349103142
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T16:10:26-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Deloitte Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 Rockefeller Plaza | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101120015 | 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 | 226932710 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HUDSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SALLY MCGILL | InCareOfNm |
| Business Name Control | HUDS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 RALEIGH ROAD 3RD FLOOR | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUG GUTHE | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 9194892600 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAWN ANGERMAIER | PreparerPersonNm |
| PTIN | P00855131 | PTIN |
| Phone | 2124924000 | PhoneNum |
| Preparation | 2018-05-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.219.88.140 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13191320181345000048 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 395B216CC701B14EFD3AE14F55F519326368438B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F7358A2E539D420492C9520914149ED0D6CE8618 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,706,263 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $163,524 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $163,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,398 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,922 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,922 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $6,737 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $920 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $18,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,045 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,965 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $284,347 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $284,347 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $309,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,965 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $293,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$140,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $270,404 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,735 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,688,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,716,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,390,656 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $255,266 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $255,266 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $213,872 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,214,138 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,073,931 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,706,263 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,214,138 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,073,931 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,214,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,073,931 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,214,138 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,073,931 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,214,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$140,207 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,073,931 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,073,931 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .9 SHS COLONY NORTHSTAR INC CASH IN LIEU | 2012-03-20 | 2017-01-17 | $13 | $10 | $3 | $3 | |
| CAPITAL GAIN DIVIDENDS | $5,395 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,398 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $273,276 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,298,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063568 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $278,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,340,183 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0641 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $266,645 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,419,254 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060337 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $341,648 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,100,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.083311 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $318,766 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,874,721 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082268 | DistributionYr5Rt |
| Total Distribution | 0.353584 | TotalDistributionRt |
| Average Distribution | 0.070717 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,624,659 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $327,042 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,590 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $328,632 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $293,347 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,179 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,179 | SubtotalAmt |
| Tax Based On Investment Income | $3,179 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $802 | OverpaymentAmt |
| Applied To ES Tax | $802 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALLY MCGILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9194892600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 RALEIGH ROAD 3RD FL | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS W HUDSON JR | ||||||||
| 12071 SE PRESTWICK TERRACE | TEQUESTA | FL | 33469 | TRUSTEE AS NEEDED | 0 | $0 | $0 | $0 |
| MARY J HUDSON | ||||||||
| 12701 SE PRESTWICK TERRACE | TEQUESTA | FL | 33469 | TRUSTEE AS NEEDED | 0 | $0 | $0 | $0 |
| T WARNER HUDSON III | ||||||||
| 4510 CARLYLE COURT 914 | SANTA CLARA | CA | 95054 | TRUSTEE AS NEEDED | 0 | $0 | $0 | $0 |
| KENNETH D HUDSON | ||||||||
| 5804 BENTLEY GARDENS LANE | WILMINGTON | NC | 28409 | TRUSTEE AS NEEDED | 0 | $0 | $0 | $0 |
| DOUG GUTHE | ||||||||
| 1450 RALEIGH ROAD 3RD FLOOR | CHAPEL HILL | NC | 27517 | EXECUTIVE DIRECTOR, CO-TRUSTEE | 0 | $0 | $0 | $0 |
| FRANKLIN STREET TRUST COMPANY | ||||||||
| 1450 RALEIGH ROAD 3RD FLOOR | CHAPEL HILL | NC | 27517 | CO-TRUSTEE | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,476,985 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $218,100 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,695,085 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,695,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,426 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,624,659 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,179 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,179 | TotalTaxAmt |
| Distributable Before Adj | $228,054 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $228,054 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $228,054 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $293,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $293,347 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $293,347 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $228,054 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $128,730 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $140,081 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,480 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,165 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $61,288 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $446,744 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $293,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $228,054 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $65,293 | RemainingDistriFromCorpusAmt |
| Total Corpus | $512,037 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $128,730 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $383,307 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $140,081 | ExcessFromYear4Amt |
| Excess From Year3 | $49,480 | ExcessFromYear3Amt |
| Excess From Year2 | $67,165 | ExcessFromYear2Amt |
| Excess From Year1 | $61,288 | ExcessFromYear1Amt |
| Excess From Current Year | $65,293 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS W HUDSON JR | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION | ||||||||
| MS ERIN C MCELLIGOTT DIRECTOR OF | UNIVERSITY OF NC CAMPUS BOX 3490 | CHAPEL HILL | NC | 275993490 | NONE | PC | CHARITABLE ORGANIZATION | $265,347 |
| THE DELOITTE FOUNDATION | ||||||||
| MR MARK CHAIN PRESIDENT | TEN WESTPORT RD PO BOX 820 | WILTON | CT | 06897 | NONE | PC | CHARITABLE ORGANIZATION | $1,000 |
| CHRISTMAS HOUSE | ||||||||
| PEGGY AKERS AND LESLIE WALKER CO-C | PO BOX 3543 | CHAPEL HILL | NC | 27515 | NONE | PC | CHARITABLE ORGANIZATION | $1,000 |
| THE SALVATION ARMY | ||||||||
| PO BOX 1330 | DURHAM | NC | 277021330 | NONE | PC | CHARITABLE ORGANIZATION | $1,000 | |
| UNC LINEBERGER COMPREHENSIVE CANCER CENTER | ||||||||
| SCHOOL OF MEDICINE UNC | CAMPUS BOX 7295 | CHAPEL HILL | NC | 275997295 | NONE | PC | CHARITABLE ORGANIZATION | $5,000 |
| AMERICAN CANCER SOCIETY | ||||||||
| 1599 CLIFTON ROAD | ATLANTA | GA | 303294251 | NONE | PC | CHARITABLE ORGANIZATION | $1,000 | |
| DURHAM RESCUE MISSION | ||||||||
| DR C ERNIE MILLS EXECUTIVE DIREC | PO BOX 11368 | DURHAM | NC | 277030368 | NONE | SO I | CHARITABLE ORGANIZATION | $1,000 |
| BRIAN F SCHMID | ||||||||
| NAVAL RESERVE OFFICERS TRAINING COR | UNIVERSITY OF NC NAVAL ARMORY 031 | CHAPEL HILL | NC | 275993325 | NONE | I | CHARITABLE ORGANIZATION | $3,000 |
| CHATHAM HABITAT FOR HUMANITY | ||||||||
| PO BOX 883 | PITTSBORO | NC | 27312 | NONE | PC | CHARITABLE ORGANIZATION | $1,000 | |
| PATRICK J BUHR | ||||||||
| NAVAL RESERVE OFFICERS TRAINING COR | UNIVERSITY OF NC NAVAL ARMORY 031 | CHAPEL HILL | NC | 275993325 | NONE | I | CHARITABLE ORGANIZATION | $3,000 |
| AMERICAN RED CROSS - HURRICANE RELIEF | ||||||||
| PO BOX 37839 | BOONE | IA | 500370839 | NONE | PC | CHARITABLE ORGANIZATION | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $284,347 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $163,524 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,398 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $168,922 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,922 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN PARTNERSHIPS | CategoryOrItemTxt |
| Book Value | $255,266 | BookValueAmt |
| EOYFMV | $213,872 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE SERVICES FEE | $18,000 | $9,000 | $9,000 |
| BANK CHARGES | $45 | $45 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2001 A/P NEOBUTLER | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $920 | $920 |
| TAX EXPENSE | $5,817 |
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