SECOND FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SECOND FAMILY FOUNDATION INC (EIN 20-5885567)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-19
- IRS object ID
- 201731399349100103
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-19T09:52:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561304727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1Txt |
| City | CHAPEL HILL | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27517 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205885567 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECOND FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SECO | BusinessNameControlTxt |
| Phone | 9199679823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 W WEAVER STREET SUITE 6/C | AddressLine1Txt |
| City | CARRBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27510 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE MILES | PersonNm |
| Person Title | PRESIDENT/TREASURER | PersonTitleTxt |
| Phone | 9199679823 | PhoneNum |
| Signature | 2017-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN MCDUFFIE | PreparerPersonNm |
| PTIN | P00098611 | PTIN |
| Phone | 9199428700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 45.20.211.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-16 | IPDt |
| IP Tm | 10:35:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3D335856BC49A47FA078DB5E9EF007EA8D05F8B2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3D335856BC49A47FA078DB5E9EF007EA8D05F8B2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $9,216,154 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,095 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $188,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,908 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $188,908 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,506 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,506 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,506 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,029 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $335,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $334,414 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $191,937 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,898 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $84,898 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,317 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,317 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,023 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,023 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,923 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,495 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,114 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $5,880 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,880 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,051 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,051 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $408 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $408 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $236,113 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $202,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $363,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,425 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $318,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $363,727 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,425 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $318,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,218 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,989 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $191,937 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,450 | CashBOYAmt |
| Cash EOY | $40,404 | CashEOYAmt |
| Cash EOYFMV | $40,404 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $797,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $423,337 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $423,337 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,974,699 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,194,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,653,899 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,975,452 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,085,703 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,085,703 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,879 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,923 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,220 | LandBOYAmt |
| Land EOY | $2,956 | LandEOYAmt |
| Land EOYFMV | $2,956 | LandEOYFMVAmt |
| Other Assets BOY | $6,605 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,855 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,855 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,777,292 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,756,583 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,216,154 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,957 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,854 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,854 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $6,773,335 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,752,729 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,773,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,752,729 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,777,292 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,756,583 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,773,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,218 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,612 | OtherIncreasesAmt |
| Subtotal | $6,752,729 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,752,729 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| GUGGENHEIM PLUS II LP | D | $3,029 | $3,029 | $3,029 |
| GUGGENHEIM PLUS II LP | D | $60,899 | $60,899 | $60,899 |
| CAPITAL GAINS DIVIDENDS | P | $81,578 | $81,578 | $81,578 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,506 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,029 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $244,058 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,616,340 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028325 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $252,074 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,335,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030242 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $232,299 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,762,229 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029927 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,672 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,925,817 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036679 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $122,555 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,161,928 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029447 | DistributionYr5Rt |
| Total Distribution | 0.154620 | TotalDistributionRt |
| Average Distribution | 0.030924 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,825,476 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $272,919 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,010 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $275,929 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $318,760 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,010 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,010 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,200 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,190 | OverpaymentAmt |
| Applied To ES Tax | $3,200 | AppliedToESTaxAmt |
| Refund | $2,990 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | SECONDFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY KUNKEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9199679823 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 W WEAVER STREET STE 6C | AddressLine1Txt |
| City | CARRBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27510 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MIKE MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | PRESIDENT/TREASURER | 2.00 | $0 | $0 | $0 |
| ELSTON MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | VICE PRESIDENT/SECRETARY | 0.25 | $0 | $0 | $0 |
| WENDY MILES BAER | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ALEXANDRA MILES SKOVE | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ANDREA ALDEN MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| EDWARD WILLIAM MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOLLY KUNKEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 103 W WEAVER STREET SUITE 6/C | AddressLine1Txt |
| City | CARRBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 50.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $66,560 | CompensationAmt |
| Employee Benefits | $8,317 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TRANSPORTATION RESOURCES AND SUPPORT VIA ORANGE COUNTY DSS WERE PROVIDED TO 30 PROGRAM YOUTH OVER THE COURSE OF 2016. THIS AFFORDED YOUTH THE MOBILITY TO ATTEND FITNESS (SFFIT) AND EMPLOYMENT (SFWORKS) PROGRAMS AS WELL OTHER SELF-DEVELOPMENT WORK SUCH AS TUTORING AND SPECIALIZED EDUCATIONAL NEEDS. JOB COACHING AND SUPPORT IS ALSO PROVIDED DURING THE TRANSPORTATION TIMES. | Description1Txt |
| Expenses1 | $68,528 | Expenses1Amt |
| Description2 | TUITION FOR SPECIALIZED EDUCATION AND BOARDING SCHOOL FOR SFF YOUTH. | Description2Txt |
| Expenses2 | $40,435 | Expenses2Amt |
| Description3 | SFFIT - YOUTH ATHLETIC ACTIVITIES THAT SUPPORT GOOD HEALTH AND NUTRITION AS PART OF THE PROGRAMMING COMPONENTS OF SFF | Description3Txt |
| Expenses3 | $46,575 | Expenses3Amt |
| Description4 | SFWORKS - YOUTH EMPLOYMENT PROGRAM THAT CONNECTS YOUTH WHO ARE EXPERIENCING RISK TO THEIR FIRST JOB AND REFERENCE BUILDING EXPERIENCES AND RELATIONSHIPS. | Description4Txt |
| Expenses4 | $13,073 | Expenses4Amt |
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 | $5,288,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $641,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,030,578 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,959,874 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,959,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,398 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,825,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $441,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $318,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $318,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,010 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $315,750 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-04-05 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $191,937 | CurrentYearAmt |
| Year1 | $208,030 | Year1Amt |
| Year2 | $199,656 | Year2Amt |
| Year3 | $163,901 | Year3Amt |
| Total | $763,524 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $163,146 | CurrentYearAmt |
| Year1 | $176,826 | Year1Amt |
| Year2 | $169,708 | Year2Amt |
| Year3 | $139,316 | Year3Amt |
| Total | $648,995 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $318,760 | CurrentYearAmt |
| Year1 | $244,058 | Year1Amt |
| Year2 | $252,074 | Year2Amt |
| Year3 | $232,299 | Year3Amt |
| Total | $1,047,191 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $318,760 | CurrentYearAmt |
| Year1 | $244,058 | Year1Amt |
| Year2 | $252,074 | Year2Amt |
| Year3 | $232,299 | Year3Amt |
| Total | $1,047,191 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,216,154 | CurrentYearAmt |
| Year1 | $8,725,229 | Year1Amt |
| Year2 | $8,777,583 | Year2Amt |
| Year3 | $8,167,909 | Year3Amt |
| Total | $34,886,875 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,213,198 | CurrentYearAmt |
| Year1 | $8,723,008 | Year1Amt |
| Year2 | $8,776,485 | Year2Amt |
| Year3 | $8,165,871 | Year3Amt |
| Total | $34,878,562 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIKE MILES | ContributingManagerNm |
| Contributing Manager | ELSTON MILES | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,506 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $334,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,414 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY INVESTMENTS | StockNm |
| EOY Book Value | $3,194,328 | EOYBookValueAmt |
| EOYFMV | $5,653,899 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GUGGENHEIM PLUS II LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,085,703 | BookValueAmt |
| EOYFMV | $3,085,703 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $8,753 | $7,535 | $1,218 | $1,218 |
| COMPUTER SOFTWARE | $1,301 | $1,000 | $301 | $301 |
| OFFICE FURNITURE | $4,825 | $3,388 | $1,437 | $1,437 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS IN TRANSIT | Desc |
| BOY Book Value | $6,605 | BOYBookValueAmt |
| EOY Book Value | $9,855 | EOYBookValueAmt |
| EOYFMV | $9,855 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROFESSIONAL MEMBERSHIPS | $1,275 | $0 | $0 | $1,275 |
| INSURANCE | $5,749 | $0 | $0 | $5,749 |
| TUTORING | $495 | $0 | $0 | $495 |
| GIFTS | $1,517 | $0 | $0 | $1,517 |
| BACKGROUND CHECKS | $976 | $0 | $0 | $976 |
| YOUTH ATHLETIC ACTIVITIES | $46,575 | $0 | $0 | $46,575 |
| MEALS/ENTERTAINMENT WITH YOUTH | $3,777 | $0 | $0 | $3,777 |
| OFFICE SUPPLIES | $3,883 | $0 | $0 | $3,883 |
| PARKING | $2 | $0 | $0 | $2 |
| TELEPHONE | $3,839 | $0 | $0 | $3,839 |
| WEBSITE | $3,932 | $0 | $0 | $3,932 |
| POSTAGE | $285 | $0 | $0 | $285 |
| OTHER PROGRAM EXPENSES | $2,113 | $0 | $0 | $2,113 |
| ACADEMIC SUPPORT | $65 | $0 | $0 | $65 |
| ACADEMIC INCENTIVE PROGRAM | $2,125 | $0 | $0 | $2,125 |
| INDEPENDENT LIFE SKILLS | $1,055 | $0 | $0 | $1,055 |
| MISCELLANEOUS | $1,715 | $0 | $0 | $1,715 |
| TUITION | $38,245 | $0 | $0 | $38,245 |
| YOUTH EMPLOYMENT | $13,073 | $0 | $0 | $13,073 |
| SFF GROUP OUTINGS/EVENTS | $3,464 | $0 | $0 | $3,464 |
| TRAVEL/TRANSPORTATION WITH YOUTH | $68,528 | $0 | $0 | $68,528 |
| INVESTMENT ACCOUNT EXPENSE | $11,792 | $11,792 | $0 | $0 |
| GUGGENHEIM PLUS II LP | $21,633 | $21,633 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $7,612 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $3,957 | BOYBookValueAmt |
| EOY Book Value | $3,854 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING/LEGAL | $2,400 | $0 | $0 | $2,400 |
| PAYROLL SERVICE FEES | $623 | $0 | $0 | $623 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL TAXES | $6,495 | $0 | $0 | $6,495 |
| EXCISE TAX | $9,428 | $0 | $0 | $0 |
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