THE C M HERNDON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE C M HERNDON FOUNDATION (EIN 58-2018112)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-28
- IRS object ID
- 202543019349100414
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-28T13:11:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582018112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CM HERNDON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CMHE | BusinessNameControlTxt |
| Phone | 9194893369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4721 EMPEROR BLVD SUITE 130 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27713 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRIS TIKVART | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9194893369 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,447,220 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $128,555 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,555 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $450,745 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,566,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $450,745 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $579,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $579,300 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $68,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $34,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,994 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,973 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,486 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,487 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,628 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,575 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $53 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,061 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $36,540 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,595 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,061 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $278,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $519,239 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,124 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,124 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $3,771,548 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,095,940 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,442,098 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,822,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,101,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,447,220 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,973 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,202 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,973 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,202 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,817,155 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,095,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,817,155 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,095,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,822,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,101,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,817,155 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $278,705 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,095,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,095,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| EDWARD JONES - 10618 | P | $130,000 | $127,204 | $2,796 | $2,796 |
| EDWARD JONES - 10618 | P | $52,409 | $53,589 | -$1,180 | -$1,180 |
| EDWARD JONES - 28326 | P | $426,267 | $379,843 | $46,424 | $46,424 |
| EDWARD JONES - 28326 | P | $2,866,830 | $2,554,634 | $312,196 | $312,196 |
| CAPITAL GAINS DIVIDENDS | P | $90,509 | $90,509 | $90,509 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $450,745 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,394 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,394 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,823 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHRIS TIKVART CPA | IndividualWithBooksNm |
| Phone | 9194893369 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4721 EMPEROR BLVD SUITE 130 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| EDWIN J WALKER | ||||||||
| 71 DAVISSON DR | DURHAM | NC | 27705 | TRUSTEE | 5.00 | $26,000 | $0 | $0 |
| KEVIN GODWIN | ||||||||
| 940 BLACKMAR ST | CARY | NC | 27519 | TRUSTEE | 5.00 | $21,000 | $0 | $0 |
| CHRISTOPHER A TIKVART | ||||||||
| 311 ALLISTER DR | RALEIGH | NC | 27609 | TRUSTEE | 5.00 | $21,000 | $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 | $4,327,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,327,577 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,327,577 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,262,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,217 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,217 | TotalTaxAmt |
| Distributable Before Adj | $205,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $205,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $205,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $205,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,830 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,830 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $205,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,624 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,454 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,454 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,830 | ExcessFromYear1Amt |
| Excess From Current Year | $30,624 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE AT THE TABLE | |||||||
| 300 W HARGETT ST 50 | RALEIGH | NC | 27601 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $5,000 |
| ASHEVILLE HUMANE SOCIETY | |||||||
| 14 FOREVER FRIEND LN | ASHEVILLE | NC | 28806 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $5,000 |
| BLACK MOUNTAIN PRESBYTERIAN CHURCH | |||||||
| 117 MONTREAT RD | BLACK MOUNTAIN | NC | 28711 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $25,000 |
| CARING HOUSE | |||||||
| 2625 PICKETT RD | DURHAM | NC | 27705 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $10,000 |
| CRAYONS 2 CALCULATORS | |||||||
| 808 BACON ST | DURHAM | NC | 27703 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $5,000 |
| DUKE DIVINITY SCHOOL | |||||||
| 407 CHAPEL DR | DURHAM | NC | 27708 | NONE | UNIVERSITY | GENERAL CONTRIBUTION | $15,000 |
| DURHAM RESCUE MISSION | |||||||
| PO BOX 11858 | DURHAM | NC | 27703 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $10,000 |
| EMILY KRZYZEWSKI CENTER | |||||||
| 904 WEST CHAPEL HILL ST | DURHAM | NC | 27701 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $5,000 |
| FAMILIES MOVING FORWARD | |||||||
| 300 N QUEEN ST | DURHAM | NC | 27701 | NONE | NON PROFIT | GENERAL CONTRIBUTIION | $10,000 |
| HOUSING FOR NEW HOPE | |||||||
| 18 W COLONY PL 250 | DURHAM | NC | 27705 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $5,000 |
| INTERFAITH FOOD SHUTTLE | |||||||
| 1001 BLAIR DRIVE SUITE 120 | RALEIGH | NC | 27603 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $10,000 |
| LOWES GROVE CHURCH | |||||||
| 4430 S ALSTON AVE | DURHAM | NC | 27713 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $5,000 |
| MEALS ON WHEELS | |||||||
| 2522 ROSS RD | DURHAM | NC | 27703 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $15,000 |
| MUSEUM OF LIFE AND SCIENCE | |||||||
| 433 W MURRAY AVE | DURHAM | NC | 27704 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $10,000 |
| NC VETERINARY SCHOOL | |||||||
| 1060 WILLIAM MOORE DR | RALEIGH | NC | 27606 | NONE | UNIVERSITY | GENERAL CONTRIBUTION | $15,000 |
| PHARMASSIST | |||||||
| 406 RIGSBEE AVE 201 | DURHAM | NC | 27701 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $10,000 |
| THRESHOLD | |||||||
| 609 GARY ST | DURHAM | NC | 27703 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $10,000 |
| TROSA | |||||||
| 1820 JAMES ST | DURHAM | NC | 27707 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $15,000 |
| URBAN MINISTRIES | |||||||
| 410 LIBERTY ST | DURHAM | NC | 27701 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $10,000 |
| WESTMINISTER PRESBYTERIAN CHURCH | |||||||
| 3639 OLD CHAPEL HILL RD | DURHAM | NC | 27707 | NONE | NON PROFIT | GENERAL CONTRIBUTION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $450,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $579,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $579,300 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,994 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDWARD JONES NOMINEE(10618) | $604,224 | $811,743 |
| EDWARD JONES NOMINEE(28326) | $3,491,716 | $3,630,355 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSES | $53 | $0 | $53 |
| INVESTMENT FEES | $23,575 | $23,575 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $4,973 | Amt |
| Net Investment Income | $2,486 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,487 | DisbursementsCharitablePrpsAmt |
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