SHARED VISIONS FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SHARED VISIONS FOUNDATION INC (EIN 56-2254231)
Tax period
2015-10-01 to 2016-09-30
Filed
2017-02-14
IRS object ID
201710459349100306
Schema version
2015v3.0
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)
Return2017-02-14T10:00:08-06:00ReturnTs
Tax Period End2016-09-30TaxPeriodEndDt

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 Begin2015-10-01TaxPeriodBeginDt

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
Signature2017-02-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBIN MCDUFFIEPreparerPersonNm
PTINP00098611PTIN
Phone9199428700PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,015,047FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$24,466ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$54InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$54InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,762DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,762DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,267NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$119,568GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,267CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$46,944OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$46,944OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$140,493TotalRevAndExpnssAmt
Total Net Invst Incm$69,083TotalNetInvstIncmAmt
Total Adj Net Incm$46,944TotalAdjNetIncmAmt
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$1,515AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$379AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,136AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,343OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,343OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,287TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$3,287TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$26,922DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$26,922DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$23,094OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$0OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$23,094OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,983OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$45OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$23,938OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$89,144TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,767TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$26,922TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$51,455TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,714ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,714ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$162,858TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,767TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$26,922TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$125,169TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,365ExcessRevenueOverExpensesAmt
Net Investment Income$58,316NetInvestmentIncomeAmt
Adjusted Net Income$20,022AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,744CashBOYAmt
Cash EOY$13,515CashEOYAmt
Cash EOYFMV$13,515CashEOYFMVAmt
Sav And Temp Cash Invst BOY$531SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4,988SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$4,988SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$917,558OtherInvestmentsBOYAmt
Other Investments EOY$925,184OtherInvestmentsEOYAmt
Other Investments EOYFMV$995,047OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,048,212LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$46,715LandBldgEquipAccumDeprecAmt
Land BOY$1,025,716LandBOYAmt
Land EOY$1,001,497LandEOYAmt
Land EOYFMV$1,001,497LandEOYFMVAmt
Total Assets BOY$1,967,549TotalAssetsBOYAmt
Total Assets EOY$1,945,184TotalAssetsEOYAmt
Total Assets EOYFMV$2,015,047TotalAssetsEOYFMVAmt
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$1,967,549RetainedEarningBOYAmt
Retained Earning EOY$1,945,184RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,967,549TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,945,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,967,549TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,945,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,967,549TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,365ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,945,184SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,945,184TotNetAstOrFundBalancesEOYAmt

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
PUBLICALLY TRADED SECURITIES$91,263$79,301$11,962$11,962
CAPITAL GAINS DIVIDENDS$28,305$28,305$28,305P
FieldValueIRS element (for citing)
Capital Gain Net Income$40,267CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,166InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,166SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,166TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$36EsPenaltyAmt
Tax Due$1,202TaxDueAmt

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 BooksEBETH SCOTT-SINCLAIRIndividualWithBooksNm
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 HILLNC27514SECRETARY5.00$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
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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 2015-2016 THE FOUNDATION AWARDED APPROXIMATELY 48 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$120,745Expenses1Amt

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$968,047AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,792AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$992,839TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$992,839AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,893CashDeemedCharitableAmt
Net Vl Noncharitable Assets$977,946NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,897MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,897MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,166TaxBasedOnInvestmentIncomeAmt
Total Tax$1,166TotalTaxAmt
Distributable Before Adj$47,731DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$47,731DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$47,731DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,169ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$125,169QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$125,169AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$47,731DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$125,169QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,731AppliedToCurrentYearAmt
Remaining Distri From Corpus$77,438RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$77,438TotalCorpusAmt
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$77,438ExcessDistriCyovToNextYrAmt
Excess From Current Year$77,438ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMY FISHER HOUSESFISHER HOUSE OF FORT BRAGG
12 BASSETT STFORT BRAGGNC28307PCSERVING MILITARY FAMILIES$250
BE LOUD SOPHIE FOUNDATION
406 LONGLEAF DRIVECHAPEL HILLNC27517PCSUPPORT YOUNG CANCER PATIENTS$500
BOOK HARVEST
2501 UNIVERISTY DRIVEDURHAMNC27707PCBOOKS TO TRIANGLE CHILDREN$1,000
CLUB NOVA
103 W MAIN STCARRBORONC27510PCSUPPORT PEOPLE LIVING WITH MENTAL ILLNESS$5,100
COMMUNITY EMPOWERMENT FUND
108 W ROSEMARY STCHAPEL HILLNC27516PCTRANSITION PEOPLE OUT OF HOMELESSNESS AND POVERTY$5,000
COMMUNITY HOME TRUST
104 JONES FERRY RD SUITE CCARRBORONC27510PCCREATE AFFORDABLE HOUSING OPPORTUNITES$500
COMPASS CENTER
210 HENDERSON STCHAPEL HILLNC27514PCDOMESTIC VIOLENCE SUPPORT$1,000
CRAYONS 2 CALCULATORS
1005 HOLLOWAY STDURHAMNC27702PCFREE CLASSROOM SUPPLIES TO SCHOOLTEACHERS$5,755
DURHAM JAZZ WORKSHOP
4608 INDUSTRY LANEDURHAMNC27713PCEDUCATIONAL JAZZ PROGRAMS$1,500
DURHAM MUSIC TEACHERS ASSOCIATION
322 BYWOOD DRDURHAMNC27712PCSUPPORT MUSIC EDUCATORS$100
DURHAM RESCUE MISSION
507 E KNOX STDURHAMNC27701PCHOMELESS SUPPORT$500
EL FUTURO
136 E CHAPEL HILL STDURHAMNC27701PCBEHAVIORAL HEALTH SUPPORT TO SPANISH SPEAKING COMMUNITY$1,600
EMPOWERMENT INC
109 N GRAHAM ST 200CHAPEL HILLNC27516PCCOMMUNITY BUILDING$500
FAITH CONNECTIONS ON MENTAL ILLNESS
940 CARMICHAEL STCHAPEL HILLNC27514PCMENTAL HEALTH SUPPORT$500
FREEDOM HOUSE RECOVERY CENTER
104 NEW STATESIDE DRIVECHAPEL HILLNC27516PCBEHAVIORAL HEALTHCARE$2,000
GIRLS ROCK NORTH CAROLINA
2210-D PETTIGREW STDURHAMNC27703PCSUPPORT MUSIC EDUCATION$200
HABITAT FOR HUMANITY OF DURHAM
215 N CHURCH STDURHAMNC27701PCAFFORDABLE HOUSING$1,000
INTERFAITH COUNCIL
110 W MAIN STCARRBORONC27510PCHELP FOR THOSE IN NEED$4,000
JOHNSON SERVICE CORPS
PO BOX 16786CHAPEL HILLNC27516PCSOCIAL JUSTICE$500
JOSH'S HOPE FOUNDATION
200 CARDINAL DR STE BHILLSBOROUGHNC27278PCMENTAL HEALTH SUPPORT$1,000
JUST RIGHT ACADEMY
4723 ERWIN ROADDURHAMNC27705PCEDUCATION$1,000
LGBTQ CENTER OF DURHAM
14 HUNT STDURHAMNC27701PCSUPPORT LGBTQ COMMUNITY$200
MENTAL HEALTH ASSOCIATION OF THE TRIANGLE
PO BOX 16246CHAPEL HILLNC27516PCSUPPORT MENTAL HEALTH$1,000
MUSIC MAKER RELIEF FOUNDATION
224 W CORBIN STHILLSBOROUGHNC27278PCPRESERVE MUSIC TRADITIONS OF THE SOUTH$500
NAMI ORANGE CO
PO BOX 4201CHAPEL HILLNC27515PCMENTAL HEALTH SUPPORT$100
NATIONAL MS SOCIETY- GREATER CAROLINAS
3101 INDUSTRIAL DRIVE STE 210RALEIGHNC27609PCSUPPORT MS RESEARCH$220
NEW HOPE CAMP AND CONFERENCE CENTER
4805 86-NCCHAPEL HILLNC27516PCOUTDOOR LEARNING$240
NC COALITION TO END HOMELESSNESS
PO BOX 27692RALEIGHNC27611PCHOMELESSNESS SUPPORT$25
NC HEALTH NEWS
PO BOX 2573CHAPEL HILLNC27515PCBEHAVIORAL SUPPORT HELP$500
NC WARN
2812 HILLSBOROUGH RDDURHAMNC27705PCTACKLING CLIMATE CRISIS$300
ORANGE COUNTY RAPE CRISIS CENTER
1506 E FRANKLIN ST 302CHAPEL HILLNC27514PCSTOP SEXUAL VIOLENCE$1,000
OUR CHILDREN'S PLACE
PO BOX 1373DURHAMNC27709PCSUPPORT YOUNG CHILDREN AND MOTHERS$5,755
PTA THRIFT SHOP
125 W MAIN STCARRBORONC27510PCSUPPORT STUDENTS OF CHAPEL HILL-CARRBORO CITY SCHOOLS$1,500
RCWNS(DOWN YONDER FARM)
1202 WATTS STDURHAMNC27701PCSUPPORT OF MUSIC EDUCATION$15,424
SEEDS INC
706 GILBERT STDURHAMNC27701PCENVIRONMENTAL STEWARDSHIP$560
SOUTHERN DOCUMENTARY FUND
62 NINTH ST 574DURHAMNC27705PCCHAMPIONING SOUTHERN STORYTELLING$1,050
SPECIAL OLYMPICS
2200 GATEWAY CENTRE BLVDMORRISVILLENC27560PCPROVIDE YEAR ROUND SPORTS TRAINING TO PEOPLE WITH DISABILITIES$200
THE ARTS CENTER
300 E MAIN ST GCARRBORONC27510PCEDUCATE AND INSPIRE CREATIVITY$2,706
THE MOTHERHOOD COLLECTIVE
4720 DOYLE TERRACELYNCHBURGVA24503PCMATERNAL HEALTH$104
THRESHOLD
609 GARY STDURHAMNC27703PCMENTAL HEALTH SUPPORT$500
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
UNCTV
10 TW ALEXANDER DRRESEARCH TRIANGLE PARKNC27709PCEDUCATIONAL TELEVISION$445
URBAN MINISTRIES
410 LIBERTY STDURHAMNC27701PCPOOR AND HOMELESS SUPPORT$1,200
WCOM FM
300-G E MAIN STCARRBORONC27510PCSUPPORT COMMUNITY RADIO$620
WUNC RADIO
120 FRIDAY CENTERCHAPEL HILLNC27517PCSUPPORT COMMUNITY RADIO$468
XDS
PO BOX 368CARRBORONC27510PCMENTAL HEALTH SUPPORT$1,500
MISCELLANEOUS
7923 MORROW MILL ROADCHAPEL HILLNC27516PCSUPPORT OF LOCAL CHARITIES$1,292
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,714TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CLUB NOVA
103 W MAIN STCARRBORONC27510PCSUPPORT PEOPLE WITH MENTAL ILLNESS$20,000
INTERFAITH COUNCIL
110 W MAIN STCARRBORONC27510PCHELP FOR THOSE IN NEED$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$22,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$54ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,762ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$40,267ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSPECIAL EVENTSDesc
Related Or Exempt Function Incm$46,944RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$69,083ExclusionAmt
Related Or Exempt Function Incm$46,944RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$116,027TotalIncomeProducingActyAmt

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 PersonESTATE OF JEAN MILLERContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1100 GRANDVIEW PLACE - 2ND FLOORAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd
FieldValueIRS element (for citing)
Total Contributions$9,443TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,515Amt
Net Investment Income$379NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,136DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (11 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtPrior Year DepreciationPriorYearDepreciationAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtRtRt
BUILDING-MURPHY SCHOOL2015-05-07$962,400$9,254SL39.000000000000$24,677$0$24,677
AUDIO EQUIPMENT2010-06-18$500$383SL7.000000000000$71$0$71
SIGNS2010-05-21$275$211SL7.000000000000$39$0$39
FURNITURE2010-06-01$2,280$1,751SL7.000000000000$326$0$326
FURNITURE AND FIXTURES2010-08-01$7,862$5,756SL7.000000000000$1,123$0$1,123
CHAIRS2010-10-06$1,196$769SL7.000000000000$171$0$171
FRIDGE, OVEN, MICRO2010-10-10$2,478$1,593SL7.000000000000$354$0$354
SIGNAGE2015-02-23$918$76SL7.000000000000$131$0$131
LAND - MURPHY SCHOOL2015-05-07$67,600L$0$0$00.000000000000
AUDITORIUM FLOOR UPGRADE2016-02-28$1,448SL39.000000000000$22$0$22
ROOF IMPROVEMENTS2016-07-15$1,255SL39.000000000000$8$0$8

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPUBLICLY TRADED SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$925,184BookValueAmt
EOYFMV$995,047EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (11 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmt
BUILDING-MURPHY SCHOOL$962,400$33,931$928,469
AUDIO EQUIPMENT$500$454$46
SIGNS$275$250$25
FURNITURE$2,280$2,077$203
FURNITURE AND FIXTURES$7,862$6,879$983
CHAIRS$1,196$940$256
FRIDGE, OVEN, MICRO$2,478$1,947$531
SIGNAGE$918$207$711
LAND - MURPHY SCHOOL$67,600$0$67,600
AUDITORIUM FLOOR UPGRADE$1,448$22$1,426
ROOF IMPROVEMENTS$1,255$8$1,247

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONTRACT SERVICES$11,648$0$0$11,648
WEBSITE$797$0$0$797
PROGRAM EXPENSE$8,686$0$0$8,686
MISCELLANEOUS$2,852$45$0$2,807

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSPECIAL EVENTSDesc
Revenue And Expenses Per Books$46,944RevenueAndExpensesPerBooksAmt
Adjusted Net Income$46,944AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$10,343Amt
Net Investment Income$10,343NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonESTATE OF JEAN MILLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 GRANDVIEW PLACE - 2ND FLOORAddressLine1Txt
CityBIRMINGHAMCityNm
State AbbreviationALStateAbbreviationCd
ZIP35243ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROPERTY TAXES$3,058$0$0$3,058
NC SOS FILING$229$0$0$229

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