2017-05-11T09:03:30-05:00 2016-12-31 562075906 ROBERSON CPA FIRM PLLC 1904 FRONT STREET SUITE 420 DURHAM NC 27705 990PF 2016-01-01 562003192 THE KNOTT FAMILY FOUNDATION INC KNOT 9199134719 3210 MEDFORD ROAD DURHAM NC 277052752 JANET C KNOTT FOUNDER 9199134719 2017-05-09 1 JAMES E ROBERSON CPA P00231194 9193830441 2017-05-09 24.199.144.54 2017-05-09 09:55:31 ED P 6DF2FA6834208A0C430C4CCEBF91E806A398B863 6DF2FA6834208A0C430C4CCEBF91E806A398B863 2016 2021-01-29 14:40:06Z X 876213 X 49903 5 5 22015 22015 52682 724325 52682 124605 74702 0 0 0 1415 1274 141 1930 1930 0 1041 224 0 35 34 1 4421 3462 142 61999 61999 66420 3462 62141 58185 71240 41437 57458 57458 651762 653463 780656 0 40463 38099 693199 751384 876213 0 0 X 0 0 0 0 693199 751384 693199 751384 693199 751384 693199 58185 0 751384 0 751384 WELLS FARGO #4747 D 39482 47641 -8159 -8159 WELLS FARGO #9723 P 363719 363165 554 554 WELLS FARGO #9723 P 288549 244788 43761 43761 WELLS FARGO #9723 P 31264 16049 15215 15215 CAPITAL GAINS DIVIDENDS P 1311 1311 1311 52682 1425 0 1425 0 1425 0 24 1449 0 0 0 0 0 0 0 0 0 0 0 1 NC 1 0 1 0 0 1 N/A BRUCE W KNOTT 9193839308 3210 MEDFORD ROAD DURHAM NC 277052452 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 672844 49448 0 722292 0 0 722292 10834 711458 35573 35573 1425 1425 34148 0 34148 0 34148 62141 0 62141 0 62141 34148 0 0 20677 23766 19237 37157 27088 127925 62141 0 0 0 34148 27993 0 0 155918 0 0 0 0 0 0 20677 135241 23766 19237 37157 27088 27993 BRUCE W KNOTT JANET C KNOTT MR BRUCE W KNOTT DIRECTOR 3210 MEDFORD RD DURHAM NC 27705 9193839308 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. JULY 1 LIMITED TO RELIGIOUS, MEDICAL OR EDUCATIONAL PURPOSES 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 25150 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 1000 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 30960 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 61999 0 14 5 14 22015 14 1311 51371 0 23331 51371 74702 8 PROCEEDS USED TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITABLE GROUPS 0 0 0 0 0 0 0 0 0 0 X X 1 BRUCE W AND JANET C KNOTT 3210 MEDFORD RD DURHAM NC 27705 43837 X 2 BRUCE W AND JANET C KNOTT 3210 MEDFORD RD DURHAM NC 27705 6066 X 1 728728 SHARES WELLS FARGO CO. STOCK 43837 2016-12-23 2 130130 SHARES WELLS FARGO CO. STOCK 6066 2016-09-20 ROBERSON CPA FIRM, PLLC - PREPARATION OF INCOME TAX RETURNS 1415 1274 141 88SH. JOHNSON & JOHNSON 5597 10138 119SH. PROCTOR & GAMBLE 7668 10006 106SH. PHILIP MORRIS 6116 9698 153SH. ACE LIMITED/CHUBB LTD 15892 20214 61SH. BOEING 5490 9496 242SH. MICROSOFT CORP 6298 15038 25SH. BLACKROCK INC 4017 9514 402SH. INTEL CORP 8003 14581 57SH. 3M COMPANY 4939 10178 87SH. UNITED PARCEL SERVICE 6392 9974 130SH. VISA INC 2994 10143 72SH. HOME DEPOT INC 4392 9654 84SH. KIMBERLY-CLARK CORP 5417 9586 0SH. NESTLE S A REG ADR 0 0 152SH. QUALCOMM INC 8691 9910 347SH. ROCHE HOLDINGS LTD 6775 9900 136SH. WASTE MANAGEMENT INC 4654 9644 86SH. ACCENTURE PLC 6217 10073 66SH. AMGEN INC 5489 9650 175SH. APPLE INC 10302 20269 245SH. COCA-COLA CO 8617 10158 128SH. CVS CAREMARK CO 9434 10100 0SH. DUKE ENERGY CO. 0 0 168SH. EXXON MOBIL CO 12474 15164 431SH. FINANCIAL SELECT/SELECT SECTOR 7813 10021 71SH. RAYTHEON CO 3889 10082 214SH. BANK NEW YORK MELLON 6862 10139 170SH. JP MORGAN CHASE 8362 14669 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 4962 4850 97SH. DISNEY WALT COMPANY 9501 10109 384SH. FIRST TRUST FD IV 7757 9692 0SH. FORD MOTOR COMPANY 0 0 319SH. GENERAL ELECTRIC CO 8140 10080 0SH. GILEAD SCIENCES INC 0 0 0SH. JUNIPER NETWORK INC 0 0 0SH. MARATHON PETROLEUM CORP 0 0 225SH. MONDELEZ INTL INC 9385 9974 119SH SCHLUMBERGER LTD 9235 9990 0SH XL GROUP PLC 0 0 233SH AT&T INC 9026 9909 319SH CISCO SYSTEMS INC 9756 9640 116SH HSBC HOLDINGS PLC 4239 4661 140SH KROGER COMPANY 4395 4831 21SH MARTIN MARIETTA MATERIALS INC 2734 4652 187SH NIKE INC CLASS B 10055 9505 108SH PPG INDUSTRIES INC 10054 10234 179SH PENTAIR PLC 8680 10037 295SH PFIZER INCORPORATED 8907 9582 266SH SYNCHRONY FINANCIAL 7435 9648 97SH UNION PACIFIC CORP 7460 10057 388SH VANGUARD CONSUMER DISCRETONARY 51091 49924 138SH VANGUARD CONSUMER STAPL 18613 18491 128SH VANGUARD ENERGY VDE 13661 13399 926SH VANGUARD FINANCIALS ET 55415 54958 456SH VANGUARD HEALTH CARE ET 58100 57807 326SH VANGUARD INDUSTRIALS ET 39695 38879 600SH VANGUARD INFORMATION ET TECHNOLOGY 73278 72900 89SH VANGUARD MATERIALS ET 10334 10007 130SH VANGUARD REIT 10815 10729 81SH VANGUARD TELECOMMUNICATIONS 7946 8112 972.668 PRUDENTIAL SECTOR FDS MUTUAL FUND AT COST 40463 38099 ADVERTISING 35 34 1 INVESTMENT ADVISORY FEES 1930 1930 0 BRUCE W JANET C KNOTT 3210 MEDFORD ROAD DURHAM NC 27705 FEDERAL INCOME TAX 817 0 0 FOREIGN TAXES PAID 224 224 0