KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201741319349100619
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T09:03:30-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562075906 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERSON CPA FIRM PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 FRONT STREET SUITE 420 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | 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 | 562003192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOTT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KNOT | BusinessNameControlTxt |
| Phone | 9199134719 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277052752 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANET C KNOTT | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Phone | 9199134719 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E ROBERSON CPA | PreparerPersonNm |
| PTIN | P00231194 | PTIN |
| Phone | 9193830441 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.199.144.54 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 09:55:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6DF2FA6834208A0C430C4CCEBF91E806A398B863 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6DF2FA6834208A0C430C4CCEBF91E806A398B863 | 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 | $876,213 | 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 | $49,903 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,682 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $724,325 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,682 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $124,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $74,702 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,415 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,274 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $141 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,930 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,930 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,041 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $224 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,421 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $142 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,999 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,999 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,420 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,141 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $58,185 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $71,240 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,458 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,458 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $651,762 | CorporateStockBOYAmt |
| Corporate Stock EOY | $653,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $780,656 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,463 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,099 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $693,199 | TotalAssetsBOYAmt |
| Total Assets EOY | $751,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $876,213 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $693,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | $751,384 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $693,199 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $751,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $693,199 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $751,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $693,199 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $58,185 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $751,384 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $751,384 | 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 |
|---|---|---|---|---|---|
| WELLS FARGO #4747 | D | $39,482 | $47,641 | -$8,159 | -$8,159 |
| WELLS FARGO #9723 | P | $363,719 | $363,165 | $554 | $554 |
| WELLS FARGO #9723 | P | $288,549 | $244,788 | $43,761 | $43,761 |
| WELLS FARGO #9723 | P | $31,264 | $16,049 | $15,215 | $15,215 |
| CAPITAL GAINS DIVIDENDS | P | $1,311 | $1,311 | $1,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,682 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,425 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,425 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $1,449 | 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 | 0 | 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 | Yes (1) | 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 | BRUCE W KNOTT | IndividualWithBooksNm |
| Phone | 9193839308 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 277052452 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE W KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| JANET C KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | $0 | $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 | $672,844 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $722,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $722,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $711,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,425 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,425 | TotalTaxAmt |
| Distributable Before Adj | $34,148 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $34,148 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $34,148 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,141 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $62,141 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $62,141 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,148 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,677 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,766 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $19,237 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,157 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,088 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,925 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,141 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,148 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,993 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,918 | 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 | $20,677 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $135,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,766 | ExcessFromYear4Amt |
| Excess From Year3 | $19,237 | ExcessFromYear3Amt |
| Excess From Year2 | $37,157 | ExcessFromYear2Amt |
| Excess From Year1 | $27,088 | ExcessFromYear1Amt |
| Excess From Current Year | $27,993 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE W KNOTT | ContributingManagerNm |
| Contributing Manager | JANET C KNOTT | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MR BRUCE W KNOTT DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD RD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9193839308 | RecipientPhoneNum |
| Form And Info And Materials | APPLY BY LETTER, INCLUDE: A PROFORMA OF FINANCIAL DATA, AN ORGANIZATIONAL PURPOSE STATEMENT, A COPY OF THE CHARTER, A FEDERAL ID NUMBER AND A COPY OF THE TAX EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | JULY 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO RELIGIOUS, MEDICAL OR EDUCATIONAL PURPOSES | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLEGHANY HOSPITAL FOUNDATION | ||||||
| 233 DOCTORS STREET | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALLEGHANY PREGNANCY CENTER | ||||||
| 226 S MAIN ST | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALZHEIMERS ASSOC OF EASTERN NC | ||||||
| 3739 NATIONAL DRIVE SUITE 110 | RALEIGH | NC | 27612 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONALRELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| BAPTIST CHILDRENS HOME OF NC | ||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| BONNIE ADDARIO LUNG FOUNDATION | ||||||
| 1100 INDUSTRIAL ROAD 1 | SAN CARLOS | CA | 94070 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| BOY SCOUTS NC | ||||||
| 3231 ATLANTIC AVE | RALEIGH | NC | 27604 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $250 |
| CARING HOUSE | ||||||
| 2625 PICKETT ROAD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $750 |
| CHAPEL HILL BREAST CANCER FOUNDATION | ||||||
| 1506 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHERRY LANE VFD | ||||||
| 8378 US-21 | GLADE VALLEY | NC | 28627 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DUKE UNIVERSITY MEDICAL CENTER | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25,150 |
| DURHAM CROPWALK | ||||||
| 305 E MAIN ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DURHAM RESCUE MISSION | ||||||
| PO BOX 11858 | DURHAM | NC | 27703 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| FELLOWSHIP LODGE 687 | ||||||
| 2510 GLENDALE AVE | DURHAM | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| HIGH MEADOWS CHAPEL | ||||||
| PO BOX 440 | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $800 |
| HIGH MEADOWS PRO AM - ALLEG CO COMM | ||||||
| 3737 GLENWOOD AVE | RALEIGH | NC | 27612 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| HUMANE SOCIETY OF CHITTENDEN | ||||||
| 142 KINDNESS CT | SOUTH BURLINGTON | VT | 05403 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,000 |
| INDEPENDENCE HILL BAPTIST CHURCH | ||||||
| 10220 INDEPENDENCE HILL ROAD | HUNTERSVILLE | NC | 28078 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| KOMEN FOUNDATION | ||||||
| 600 AIRPORT BLVD | MORRISVILLE | NC | 27560 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| LINEBERGER CANCER CENTER - UNC | ||||||
| CB 7295 | CHAPEL HILL | NC | 27599 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MOUNTAIN PARK RURITAN | ||||||
| 1223 ZEPHYR MOUNT PARK ROAD | STATE ROAD | NC | 28676 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MT CARMEL WMU | ||||||
| 1410 CHERRY LANE | GLADE VALLEY | NC | 28627 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| OAK GROVE MASONIC LODGE 750 | ||||||
| 205 HUSKETH DR | DURHAM | NC | 27703 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| PORCH | ||||||
| 10 PARADISE PL | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| RONALD MCDONALD HOUSE | ||||||
| 506 ALEXANDER AVE | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $14 |
| SW VIRGINIA COMMUNITY COLLEGE | ||||||
| PO BOX SVCC | RICHLANDS | VA | 24641 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| TEMPLE BAPTIST CHURCH | ||||||
| 4504 STERLING DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $30,960 |
| TROSA | ||||||
| 1820 JAMES ST | DURHAM | NC | 27707 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25 |
| URBAN MINISTRIES | ||||||
| 410 LIBERTY ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,999 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,015 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,311 | ExclusionAmt |
| Related Or Exempt Function Incm | $51,371 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,331 | ExclusionAmt |
| Related Or Exempt Function Incm | $51,371 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $74,702 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | PROCEEDS USED TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITABLE GROUPS | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BRUCE W AND JANET C KNOTT | ||||||
| 1 | 3210 MEDFORD RD | DURHAM | NC | 27705 | $43,837 | Yes (X) |
| BRUCE W AND JANET C KNOTT | ||||||
| 2 | 3210 MEDFORD RD | DURHAM | NC | 27705 | $6,066 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 728728 SHARES WELLS FARGO CO. STOCK | $43,837 | 2016-12-23 |
| 2 | 130130 SHARES WELLS FARGO CO. STOCK | $6,066 | 2016-09-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBERSON CPA FIRM, PLLC - PREPARATION OF INCOME TAX RETURNS | CategoryTxt |
| Amt | $1,415 | Amt |
| Net Investment Income | $1,274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $141 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 88SH. JOHNSON & JOHNSON | $5,597 | $10,138 |
| 119SH. PROCTOR & GAMBLE | $7,668 | $10,006 |
| 106SH. PHILIP MORRIS | $6,116 | $9,698 |
| 153SH. ACE LIMITED/CHUBB LTD | $15,892 | $20,214 |
| 61SH. BOEING | $5,490 | $9,496 |
| 242SH. MICROSOFT CORP | $6,298 | $15,038 |
| 25SH. BLACKROCK INC | $4,017 | $9,514 |
| 402SH. INTEL CORP | $8,003 | $14,581 |
| 57SH. 3M COMPANY | $4,939 | $10,178 |
| 87SH. UNITED PARCEL SERVICE | $6,392 | $9,974 |
| 130SH. VISA INC | $2,994 | $10,143 |
| 72SH. HOME DEPOT INC | $4,392 | $9,654 |
| 84SH. KIMBERLY-CLARK CORP | $5,417 | $9,586 |
| 0SH. NESTLE S A REG ADR | $0 | $0 |
| 152SH. QUALCOMM INC | $8,691 | $9,910 |
| 347SH. ROCHE HOLDINGS LTD | $6,775 | $9,900 |
| 136SH. WASTE MANAGEMENT INC | $4,654 | $9,644 |
| 86SH. ACCENTURE PLC | $6,217 | $10,073 |
| 66SH. AMGEN INC | $5,489 | $9,650 |
| 175SH. APPLE INC | $10,302 | $20,269 |
| 245SH. COCA-COLA CO | $8,617 | $10,158 |
| 128SH. CVS CAREMARK CO | $9,434 | $10,100 |
| 0SH. DUKE ENERGY CO. | $0 | $0 |
| 168SH. EXXON MOBIL CO | $12,474 | $15,164 |
| 431SH. FINANCIAL SELECT/SELECT SECTOR | $7,813 | $10,021 |
| 71SH. RAYTHEON CO | $3,889 | $10,082 |
| 214SH. BANK NEW YORK MELLON | $6,862 | $10,139 |
| 170SH. JP MORGAN CHASE | $8,362 | $14,669 |
| 0SH. VF CORP | $0 | $0 |
| 0SH. DOW CHEM CO | $0 | $0 |
| 0SH. NOVARTIS | $0 | $0 |
| 0SH. ST JUDE MEDICAL INC | $0 | $0 |
| 0SH. TARGET CORP | $0 | $0 |
| 0SH WELLS FARGO | $0 | $0 |
| 46SH. ANHEUSER BUSCH | $4,962 | $4,850 |
| 97SH. DISNEY WALT COMPANY | $9,501 | $10,109 |
| 384SH. FIRST TRUST FD IV | $7,757 | $9,692 |
| 0SH. FORD MOTOR COMPANY | $0 | $0 |
| 319SH. GENERAL ELECTRIC CO | $8,140 | $10,080 |
| 0SH. GILEAD SCIENCES INC | $0 | $0 |
| 0SH. JUNIPER NETWORK INC | $0 | $0 |
| 0SH. MARATHON PETROLEUM CORP | $0 | $0 |
| 225SH. MONDELEZ INTL INC | $9,385 | $9,974 |
| 119SH SCHLUMBERGER LTD | $9,235 | $9,990 |
| 0SH XL GROUP PLC | $0 | $0 |
| 233SH AT&T INC | $9,026 | $9,909 |
| 319SH CISCO SYSTEMS INC | $9,756 | $9,640 |
| 116SH HSBC HOLDINGS PLC | $4,239 | $4,661 |
| 140SH KROGER COMPANY | $4,395 | $4,831 |
| 21SH MARTIN MARIETTA MATERIALS INC | $2,734 | $4,652 |
| 187SH NIKE INC CLASS B | $10,055 | $9,505 |
| 108SH PPG INDUSTRIES INC | $10,054 | $10,234 |
| 179SH PENTAIR PLC | $8,680 | $10,037 |
| 295SH PFIZER INCORPORATED | $8,907 | $9,582 |
| 266SH SYNCHRONY FINANCIAL | $7,435 | $9,648 |
| 97SH UNION PACIFIC CORP | $7,460 | $10,057 |
| 388SH VANGUARD CONSUMER DISCRETONARY | $51,091 | $49,924 |
| 138SH VANGUARD CONSUMER STAPL | $18,613 | $18,491 |
| 128SH VANGUARD ENERGY VDE | $13,661 | $13,399 |
| 926SH VANGUARD FINANCIALS ET | $55,415 | $54,958 |
| 456SH VANGUARD HEALTH CARE ET | $58,100 | $57,807 |
| 326SH VANGUARD INDUSTRIALS ET | $39,695 | $38,879 |
| 600SH VANGUARD INFORMATION ET TECHNOLOGY | $73,278 | $72,900 |
| 89SH VANGUARD MATERIALS ET | $10,334 | $10,007 |
| 130SH VANGUARD REIT | $10,815 | $10,729 |
| 81SH VANGUARD TELECOMMUNICATIONS | $7,946 | $8,112 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 972.668 PRUDENTIAL SECTOR FDS MUTUAL FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $40,463 | BookValueAmt |
| EOYFMV | $38,099 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVERTISING | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $34 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $1,930 | Amt |
| Net Investment Income | $1,930 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W JANET C KNOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $817 | $0 | $0 |
| FOREIGN TAXES PAID | $224 | $224 | $0 |