MARY DUKE BIDDLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARY DUKE BIDDLE FOUNDATION (EIN 13-6068883)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349103722
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T13:56:41-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH ROAD 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136068883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY DUKE BIDDLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | MISSIONPOST PMB #101 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 9194935591 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL STREET | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIMI O'BRIEN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9194935591 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT LEWIS | PreparerPersonNm |
| PTIN | P00332659 | PTIN |
| Phone | 9199428700 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,028,444 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $426,994 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $410,253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $529,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $528,222 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,553,849 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,554,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,548,441 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,330,057 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,199,857 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,840,733 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,686,773 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $249,420 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,942 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $224,478 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $120,086 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,009 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $108,077 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,873 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,087 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,786 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,338 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,504 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,834 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,717 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $19,738 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $315 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $31,489 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,489 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,231 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,223 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,008 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,178,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,016,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,574 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,711,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,106,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $499,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,499,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,499,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,211,057 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,106,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,999,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $629,676 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,580,669 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,383 | CashBOYAmt |
| Cash EOY | $59,570 | CashEOYAmt |
| Cash EOYFMV | $59,570 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,244,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,290,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,290,597 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $39,578,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,674,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,674,816 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,751 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,790 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $541 | LandBOYAmt |
| Land EOY | $961 | LandEOYAmt |
| Land EOYFMV | $961 | LandEOYFMVAmt |
| Other Assets BOY | $2,500 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,889,071 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,028,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,028,444 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $499 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $499 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,000 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $0 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $40,883,572 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $43,028,444 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,888,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,028,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,889,071 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,028,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,888,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $629,676 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,510,196 | OtherIncreasesAmt |
| Subtotal | $43,028,444 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,028,444 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| STCG TIFF KEYSTONE K-1 | P | $249,589 | $249,589 | $249,589 | |
| STCG TIFF KEYSTONE K-1 UBI | P | -$659 | -$659 | $659 | |
| LTCG TIFF KEYSTONE K-1 | P | $1,223,034 | $1,223,034 | $1,223,034 | |
| LTCG TIFF KEYSTONE K-1 UBI | P | $6,067 | $6,067 | $6,067 | |
| TIFF MULTI ASSET CAPITAL GAINS | P | $75,818 | $75,818 | $75,818 | |
| STCG TIFF KEYSTONE K-1 UBI ADJ | P | $659 | $659 | $659 | |
| LTCG TIFF KEYSTONE K-1 UBI ADJ | P | -$6,067 | -$6,067 | $6,067 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,548,441 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,871 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $35,871 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $35,871 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,265 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $71,265 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35,394 | OverpaymentAmt |
| Applied To ES Tax | $35,394 | AppliedToESTaxAmt |
| Refund | $0 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | MDBF.ORG | WebsiteAddressTxt |
| Individual With Books | MIMI O'BRIEN | IndividualWithBooksNm |
| Phone | 9194935591 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL ST | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET MIMI O'BRIEN | ||||||||
| 318 BLACKWELL STREET SUITE 130 | DURHAM | NC | 27701 | EXECUTIVE DIRECTOR | 40.00 | $204,592 | $6,328 | $0 |
| DR YOMI ADIGUN | ||||||||
| 125 GLEN HAVEN DRIVE | CHAPEL HILL | NC | 27516 | TREASURER | 5.00 | $6,000 | $0 | $0 |
| GEORGE BIDDLE | ||||||||
| 131 E 59TH STREET | NEW YORK | NY | 10128 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
| C RUSSELL BRYAN | ||||||||
| 2139 NORTON ROAD | CHARLOTTE | NC | 28207 | VICE CHAIR | 5.00 | $6,000 | $0 | $0 |
| E'VONNE COLEMAN-COOK | ||||||||
| 10 LAKEMONT CIRCLE | DURHAM | NC | 27703 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| LOIS DELOATCH | ||||||||
| 3610 MEDFORD ROAD | DURHAM | NC | 27705 | MDBF ALLOCATIONS COMMITTEE | 5.00 | $3,500 | $0 | $0 |
| N ALLISON HALTOM | ||||||||
| 3807 WESTCHESTER ROAD | DURHAM | NC | 27707 | MDBF ALLOCATIONS COMMITTEE | 5.00 | $3,500 | $0 | $0 |
| BEN JONES | ||||||||
| 4450 BOW MAR DRIVE | BOW MAR | CO | 80123 | CHAIR | 5.00 | $1,500 | $0 | $0 |
| DR JACKIE LOONEY | ||||||||
| 304 ALUMNI AVENUE | DURHAM | NC | 27713 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
| JOE LUCAS | ||||||||
| 6815 SARDIS ROAD | CHARLOTTE | NC | 28270 | TRUSTEE | 5.00 | $6,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN COLLIER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 318 BLACKWELL ST | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM ASSOCIATE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,175 | CompensationAmt |
| Employee Benefits | $2,400 | 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 |
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 | $1,790,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,329,017 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,562,680 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,682,315 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,682,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $610,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,072,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,003,604 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,003,604 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,871 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,850 | IncomeTaxAmt |
| Total Tax | $38,721 | TotalTaxAmt |
| Distributable Before Adj | $1,964,883 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,964,883 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,964,883 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,999,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,999,979 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,964,883 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $369,510 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,999,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $369,510 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,630,469 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $334,414 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MISSIONPOST PMB 101 318 BLACKWELL | AddressLine1Txt |
| Address Line2 | STREET SUITE 130 | AddressLine2Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9194935591 | RecipientPhoneNum |
| Form And Info And Materials | INFORMATION PROVIDED UPON REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN DANCE FESTIVAL | |||||||
| 715 BROAD STREET | DURHAM | NC | 27705 | NONE | PC | 2024 HISTORICAL RELATIONSHIP | $50,000 |
| ARTSPACE INC | |||||||
| 201 E DAVIE STREET | RALEIGH | NC | 27601 | NONE | PC | 2024 ARTS OPERATING BUDGET | $15,000 |
| BISCUITS & BANJOS FESTIVAL - UNMANAGEABLE | |||||||
| 1409 WINTHORNE DRIVE | NASHVILLE | TN | 37217 | NONE | PC | ARTS GRANT | $10,000 |
| BOYS & GIRLS CLUBS OF CENTRAL CAROLINA | |||||||
| 1414 BRAGG STREET | SANFORD | NC | 27330 | NONE | PC | EDUCATION GRANT | $25,000 |
| CHATHAM COUNTY ARTS COUNCIL INC | |||||||
| PO BOX 418 | PITTSBORO | NC | 27312 | NONE | PC | 2024 OPERATING GRANT | $12,500 |
| CHRIST CHURCH UNITED METHODIST | |||||||
| 520 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| CIRCLE CITY THEATRE COMPANY | |||||||
| 127 FOREST LIGHT LANE | PITTSBORO | NC | 27312 | NONE | PC | 2024 ARTS GRANT | $5,000 |
| COMMUNITY FOUNDATION OF WESTERN NORTH CAROLINA | |||||||
| 4 VANDERBILT PARK DRIVE 300 | ASHEVILLE | NC | 28803 | NONE | PC | HURRICANE HELENE RELIEF | $50,000 |
| DUKE MEMORIAL UNITED METHODIST CHURCH | |||||||
| 504 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| DUKE UNIVERSITY - DUKE ARTS PRESENTS | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | ARTS GRANT | $70,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | DEPARTMENT OF MUSIC SUPPORT | $30,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | DUKE AND COMMUNITY AFFAIRS TUTORING PARTNERSHIPS IN DURHAM | $119,995 |
| DUKE UNIVERSITY - SARAH P DUKE GARDENS | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | GENERAL ANNUAL SUPPORT | $25,000 |
| DUKE UNIVERSITY HEALTH SYSTEM - ARTS & HEALTH | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | THE ARTIST IN RESIDENCE PROGRAM PROVIDES LIVE MUSIC FOR PATIENTS AT THE BEDSIDE, AND IN PUBLIC SPACES, AT DUKE UNIVERSITY HOSPITAL. | $50,000 |
| DUKE UNIVERSITY- NASHER MUSEUM OF ART | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | NASHER MUSEUM OF ART: EDUCATION, INTERNSHIP, EXHIBITIONS AND PERMANENT COLLECTION SUPPORT | $115,000 |
| DUKE UNIVERSITY SCHOOL OF MEDICINE - MEDICAL SCHOOL SCHOLARSHIPS | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | MEDICAL SCHOLARSHIP SUPPORT | $30,000 |
| DUKE UNIVERSITY TRINITY COLLEGE OF ARTS & SCIENCES | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | NONE | PC | SUPPORTING THE ARTS AT DUKE | $275,000 |
| DURHAM ART GUILD INC | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING SUPPORT | $10,000 |
| DURHAM ARTS COUNCIL INC | |||||||
| 1059 W CLUB BLVD | DURHAM | NC | 27702 | NONE | PC | 2024 HISTORICAL GRANT | $35,000 |
| DURHAM SYMPHONY ORCHESTRA | |||||||
| PO BOX 1993 | DURHAM | NC | 27702 | NONE | PC | 2024 ARTS GRANT | $50,000 |
| EAST WAKE EDUCATION FOUNDATION | |||||||
| 16 E 4TH STREET | WENDELL | NC | 27591 | NONE | PC | EDUCATION GRANT | $7,500 |
| ECHONC | |||||||
| 112 BROADWAY STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $2,500 |
| EMPOWER DANCE FOUNDATION | |||||||
| PO BOX 3352 | DURHAM | NC | 27702 | NONE | PC | ARTS EDUCATION GRANT | $15,000 |
| HILLSBOROUGH ARTS COUNCEL | |||||||
| 102 N CHRUTON STREET | HILLSBOROUGH | NC | 27278 | NONE | PC | OPERATING GRANT | $15,000 |
| HISPANIC LIAISON OF CHATHAM COUNTY | |||||||
| 200 N CHATHAM STREET | SILER CITY | NC | 27344 | NONE | PC | ED GRANT | $40,000 |
| IRVINGTON PRESBYTERIAN CHURCH | |||||||
| 25 N BROADWAY | IRVINGTON | NY | 10533 | NONE | PC | FOR ANNUAL SUPPORT. THIS GRANT REFLECTS THE LONG HISTORY SHARED BY THE CHURCH, MARY DUKE BIDDLE, AND THE BIDDLE FOUNDATION. | $5,000 |
| KIDZNOTES | |||||||
| 120 MORRIS AVENUE | DURHAM | NC | 27701 | NONE | PC | 2024 OPERATING GRANT | $15,000 |
| LATINO EDUCATIONAL ACHIEVEMENT PARTNERSHIP | |||||||
| 1737 HILLANDALE ROAD | DURHAM | NC | 27705 | NONE | PC | 2024 EDUCATION GRANT | $10,000 |
| LEARNING TOGETHER | |||||||
| 228 W EDENTON STREET | RALEIGH | NC | 27603 | NONE | PC | 2024 EDUCATION GRANT | $10,000 |
| NC ARTS INCUBATOR | |||||||
| 223 N CHATHAM AVENUE | SILER CITY | NC | 27344 | NONE | PC | OPERATING GRANT | $5,000 |
| NC CENTER FOR NONPROFITS | |||||||
| 5800 FARINGDON PLACE 3RD FLOOR | RALEIGH | NC | 27609 | NONE | PC | 2024 ANNUAL SUPPORT | $5,000 |
| ORANGE COUNTY ARTS COMMISSION | |||||||
| 437 DIMMOCKS MILL ROAD 17 | HILLSBOROUGH | NC | 27278 | NONE | PC | ARTS OPERATING GRANT | $10,000 |
| PAPERHAND PUPPET PROJECT | |||||||
| 2800 AUSTIN QUARTER ROAD | GRAHAM | NC | 27253 | NONE | PC | ARTS OPERATING GRANT | $15,000 |
| PENLAND SCHOOL OF CRAFT | |||||||
| 67 DORAS TRAIL | BAKERSVILLE | NC | 28705 | NONE | PC | HURRICANE HELENE RELIEF | $5,000 |
| PURE LIFE THEATRE COMPANY | |||||||
| 15 E PEACE STREET | RALEIGH | NC | 27604 | NONE | PC | ARTS OPERATING GRANT | $7,500 |
| RALEIGH LITTLE THEATRE | |||||||
| 301 POGUE STREET | RALEIGH | NC | 27607 | NONE | PC | OPERATING GRANT | $15,000 |
| SHALEIGH DANCE WORKS | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $15,000 |
| SOUTHERN DOCUMENTARY FUND | |||||||
| 1105 W CHAPEL HILL STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $15,000 |
| ST JOSEPH'S HISTORIC FOUNDATION INC | |||||||
| 804 OLD FAYETTEVILLE STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $20,000 |
| STUDENT U | |||||||
| 3116 ACADEMY ROAD | DURHAM | NC | 27707 | NONE | PC | EDUCATION GRANT | $20,000 |
| THE ARTSCENTER | |||||||
| 300-G EAST MAIN STREET | CARRBORO | NC | 27510 | NONE | PC | 2024 ARTS OPERATING GRANT | $15,000 |
| THE CHAMBER ORCHESTRA OF THE TRIANGLE | |||||||
| 1213 E FRANKLIN STREET | CHAPEL HILL | NC | 27514 | NONE | PC | 2024 HISTORICAL GRANT | $45,000 |
| THE GIFTED ARTS | |||||||
| 410 GLENWOOD AVENUE 170 | RALEIGH | NC | 27603 | NONE | PC | OPERATING GRANT | $15,000 |
| THE RALEIGH MUSIC COLLECTIVE | |||||||
| PO BOX 98794 | RALEIGH | NC | 27624 | NONE | PC | ARTS EDUCATION GRANT | $7,500 |
| THE STAGVILLE MEMORIAL PROJECT | |||||||
| 5828 OLD OXFORD HIGHWAY | DURHAM | NC | 27712 | NONE | PC | OPERATING GRANT | $5,000 |
| TRIANGLE ARTWORKS INC | |||||||
| 800 PARK OFFICES DRIVE 3RD FLOOR | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | 2024 ARTS OPERATING GRANT | $5,000 |
| TRIANGLE CAPACITY BUILDING NETWORK | |||||||
| 800 PARK OFFICES DRIVE 3RD FLOOR | RESEARCH TRIANGLE PARK | NC | 27709 | NONE | PC | OPERATING GRANT | $25,000 |
| UNITED ARTS WAKE COUNTY | |||||||
| PO BOX 26388 | RALEIGH | NC | 27611 | NONE | PC | ARTS OPERATING GRANT | $15,000 |
| UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION | |||||||
| 1522 S MAIN STREET | WINSTON SALEM | NC | 27127 | NONE | PC | HISTORICAL GRANT | $70,000 |
| WAKE FOREST COMMUNITY YOUTH ORCHESTRA | |||||||
| PO BOX 243 | WAKE FOREST | NC | 27588 | NONE | PC | ARTS EDUCATION GRANT | $7,500 |
| WALLTOWN CHILDREN'S THEATER | |||||||
| 1225 BERKELEY STREET | DURHAM | NC | 27705 | NONE | PC | OPERATING GRANT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,499,995 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| DURHAM SYMPHONY ORCHESTRA | |||||||
| PO BOX 1993 | DURHAM | NC | 27702 | NONE | PC | ARTS GRANT | $100,000 |
| EMPOWER DANCE FOUNDATION | |||||||
| PO BOX 3352 | DURHAM | NC | 27702 | NONE | PC | ARTS EDUCATION GRANT | $30,000 |
| HISPANIC LIAISON OF CHATHAM COUNTY | |||||||
| 200 N CHATHAM STREET | SILER CITY | NC | 27344 | NONE | PC | ED GRANT | $80,000 |
| SHALEIGH DANCE WORKS | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | NONE | PC | OPERATING GRANT | $30,000 |
| BOYS & GIRLS CLUBS OF CENTRAL CAROLINA | |||||||
| 1414 BRAGG STREET | SANFORD | NC | 27330 | NONE | PC | EDUCATION GRANT | $50,000 |
| WALLTOWN CHILDREN'S THEATER | |||||||
| 1225 BERKELEY STREET | DURHAM | NC | 27705 | NONE | PC | OPERATING GRANT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $390,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,741 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $410,253 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,611 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $528,222 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $130,200 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,199,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,408 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,548,441 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $153,960 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,686,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,840,733 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| RUG | 2007-11-01 | $2,310 | $2,310 | 200DB | 5.000000000000 | $0 | $0 |
| PRINTER | 2011-05-03 | $269 | 200DB | 5.000000000000 | $0 | $0 | |
| DESK CHAIR | 2013-01-28 | $269 | $134 | 200DB | 5.000000000000 | $0 | $0 |
| PHONE EQUIPMENT | 2013-08-30 | $1,370 | $685 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-07-28 | $1,375 | $687 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-08-01 | $1,868 | $934 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2016-09-08 | $1,189 | $594 | 200DB | 5.000000000000 | $0 | $0 |
| PROJECTOR | 2017-01-12 | $720 | $360 | 200DB | 5.000000000000 | $0 | $0 |
| OFFICE CHAIRS | 2017-12-28 | $1,817 | 200DB | 5.000000000000 | $0 | $0 | |
| COMPUTER EQUIPMENT | 2020-09-30 | $3,534 | 200DB | 5.000000000000 | $0 | $0 | |
| OFFICE CHAIRS | 2023-08-02 | $1,255 | $50 | 200DB | 5.000000000000 | $80 | $0 |
| DELL COMPUTER/MONITOR | 2023-06-15 | $2,128 | $85 | 200DB | 5.000000000000 | $136 | $0 |
| COMPUTER EQUIPMENT | 2024-12-08 | $1,987 | 200DB | 5.000000000000 | $99 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIFF MULTI-ASSET FUND | FMV | $2,049,479 | $2,049,479 |
| TIFF KEYSTONE FUND | FMV | $39,625,337 | $39,625,337 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| RUG | $2,310 | $2,310 | $0 |
| PROJECTOR | $720 | $720 | $0 |
| OFFICE CHAIRS | $1,817 | $1,817 | $0 |
| COMPUTER EQUIPMENT | $3,534 | $3,534 | $0 |
| OFFICE CHAIRS | $1,255 | $1,134 | $121 |
| DELL COMPUTER/MONITOR | $2,128 | $1,923 | $205 |
| COMPUTER EQUIPMENT | $1,987 | $99 | $1,888 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $2,500 | BOYBookValueAmt |
| EOY Book Value | $2,500 | EOYBookValueAmt |
| EOYFMV | $2,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TIFF KEYSTONE K-1 - PASSTHROUGH INVESTMENT EXPENSES | $719,339 | $634,843 | $0 |
| TIFF KEYSTONE K-1 - PASSTHROUGH INVESTMENT INTEREST EXPENSE | $401,881 | $381,779 | $0 |
| SPONSORSHIP | $13,500 | $0 | $13,500 |
| INSURANCE | $5,294 | $0 | $5,294 |
| DUES/SUBSCRIPTIONS | $7,584 | $0 | $7,584 |
| COMMUNICATIONS | $8,702 | $0 | $8,702 |
| OTHER | $22,494 | $0 | $22,494 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TIFF KEYSTONE PASSTHROUGH - ROYALTIES | $1,786 | $0 | $1,786 |
| TIFF KEYSTONE PASSTHROUGH - ORDINARY BUSINESS INCOME | $108,462 | $0 | $108,462 |
| TIFF KEYSTONE PASSTHROUGH - ORDINARY BUSINESS INCOME | $103,634 | $103,634 | $103,634 |
| TIFF KEYSTONE PASSTHROUGH - ROYATIES | $790 | $790 | $790 |
| TIFF KEYSTONE PASSTHROUGH - OTHER INCOME | $20,795 | $0 | $20,795 |
| TIFF KEYSTONE PASSTHROUGH -OTHER INCOME | $1,097,815 | $1,097,815 | $1,097,815 |
| TIFF KEYSTONE PASSTHROUGH - SEC 1231 | -$807 | $0 | -$807 |
| TIFF KEYSTONE PASSTHROUGH - SEC 1231 | -$2,405 | -$2,405 | -$2,405 |
| TIFF KEYSTONE PASSTHROUGH -RENTAL | $23 | $23 | $23 |
| TIFF KEYSTONE PASSTHROUGH - RENTAL UBI | -$36 | $0 | -$36 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GAAP ADJUSTMENT TO FAIR MARKET VALUE PRESENTATION | $1,509,881 |
| GAAP TAX DEPRECIATION ADJUSTMENT | $315 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $43,338 | Amt |
| Net Investment Income | $32,504 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,834 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $0 | $0 | $0 |
| PAYROLL TAXES | $21,931 | $2,193 | $19,738 |
| FOREIGN TAXES | $12,585 | $12,524 | $0 |
Comments