KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-05
- IRS object ID
- 201501259349100700
- Schema version
- 2014v5.0
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-05T07:49:06-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | BRUCE W KNOTT | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Phone | 9199134719 | PhoneNum |
| Signature | 2015-05-04 | 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 | 2015-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $878,076 | 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 | $54,655 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,499 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $394,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $81,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,333 | 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 | $1,273 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $142 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,236 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,780 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $511 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,466 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,051 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,302 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,302 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $74,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,051 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $47,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,801 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $622,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $664,598 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $866,275 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $670,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $676,399 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $878,076 | 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 | $670,068 | RetainedEarningBOYAmt |
| Retained Earning EOY | $676,399 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $670,068 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $676,399 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $670,068 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $676,399 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $670,068 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,382 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $676,452 | SubtotalAmt |
| Other Decreases | $53 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $676,399 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ACCOUNT #9723 | P | 2014-12-31 | $252,072 | $266,005 | -$13,933 | -$13,933 | |
| WELLS FARGO ACCOUNT #9723 | P | 2014-12-31 | $59,146 | $50,651 | $8,495 | $8,495 | |
| WELLS FARGO ACCOUNT #9723 | D | 2014-01-22 | $32,284 | $18,121 | $14,163 | $14,163 | 2009-07-02 |
| WELLS FARGO ACCOUNT #9723 | P | 2014-12-31 | $34,370 | $17,900 | $16,470 | $16,470 | |
| WELLS FARGO ACCOUNT #9723 | P | 2014-09-23 | $15,749 | $14,984 | $765 | $765 | |
| THE BLACKSTONE GROUP LP | P | 2014-12-31 | $1 | $1 | $1 | ||
| THE BLACKSTONE GROUP LP | P | 2014-12-31 | $368 | $368 | $368 | ||
| CAPITAL GAINS DIVIDENDS | P | $25 | $25 | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $866 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $866 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $866 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $886 | 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 | $643,705 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $673,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $673,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $663,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $866 | TotalTaxAmt |
| Distributable Before Adj | $32,291 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,291 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,291 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,448 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $69,448 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,291 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,564 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,202 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,677 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,766 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,237 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $118,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $69,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,291 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,157 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $155,603 | 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 | $24,564 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $131,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,202 | ExcessFromYear4Amt |
| Excess From Year3 | $20,677 | ExcessFromYear3Amt |
| Excess From Year2 | $23,766 | ExcessFromYear2Amt |
| Excess From Year1 | $19,237 | ExcessFromYear1Amt |
| Excess From Current Year | $37,157 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALLEGHANY CO WELLNESS CENTER | ||||||
| 508 COLLINS RD | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| ALZHEIMERS ASSOC | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ASBURY UNITED METHODIST CHURCH | ||||||
| 806 CLARENDON ST | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| CHAPEL HILL BREAST CANCER FOUNDATION | ||||||
| 1506 E FRANKLIN ST | CHAPEL HILL | NC | 27514 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHERRY LANE VFD | ||||||
| PO BOX 162 | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $700 |
| CHI ALPHA MINISTRIES | ||||||
| PO BOX 5182 | RALEIGH | NC | 27650 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $250 |
| CHRIST CHURCH | ||||||
| 120 E EDENTON ST | RALEIGH | NC | 27601 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| CHURCH OF JOY | ||||||
| PO BOX 3344 | PALM DESERT | CA | 92261 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DISABLED AMERICAN VETS | ||||||
| 251 REGIONAL OFFICE FEDERAL BLDG | WINSTON SALEM | NC | 27101 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| DUKE UNIVERSITY MEDICAL CENTER | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $26,050 |
| DURHAM CROPWALK | ||||||
| 305 E MAIN ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DURHAM RESCUE MISSION | ||||||
| 507 E KNOX ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| EXCHANGE CLUB OF DURHAM | ||||||
| 3708 LYKAN LKWY | DURHAM | NC | 27707 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| FELLOWSHIP LODGE | ||||||
| 318 BAHAMA RD | BAHAMA | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| HIGH MEADOWS CHAPEL | ||||||
| HIGH MEADOWS | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $700 |
| HUMANE SOCIETY OF CHITTENDEN | ||||||
| 142 KINDNESS CT | SOUTH BURLINGTON | VT | 05403 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,000 |
| JAM OF ALLEGHANY CO | ||||||
| 450 N MAIN ST | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| JDRF | ||||||
| 5510 SIX FORKS RD | RALEIGH | NC | 27609 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| JOURNEY TO FREEDOM | ||||||
| PO BOX 3344 | PALM DESERT | CA | 92261 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| KOMEN FOUNDATION | ||||||
| 600 AIRPORT BLVD | MORRISVILLE | NC | 27560 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| LAKE COUNTY SPCA | ||||||
| 11764 HWY 15 | CLARKSVILLE | VA | 23927 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MAKE A WISH FOUNDATION | ||||||
| 2880 SLATER ROAD | MORRISVILLE | NC | 27601 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MT CARMEL WMU | ||||||
| 1410 CHERRY LANE | GLADE VALLEY | NC | 28627 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $400 |
| MT HERMAN BAPTITST CHURCH | ||||||
| 4511 OLD NC HWY 10 | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| MUSCULAR DYSTROPHY ASSOC | ||||||
| 353 EAST SIX FORKS DR | RALEIGH | NC | 27609 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| OAK GROVE MASONIC LODGE 750 | ||||||
| 101 E MAIN ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| RONALD MCDONALD HOUSE | ||||||
| 506 ALEXANDER AVE | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $3,650 |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $7 |
| SAVING GRACE | ||||||
| PO BOX 1649 | WAKE FOREST | NC | 27588 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25 |
| TEMPLE BAPTIST CHURCH | ||||||
| 4504 STERLING DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $32,645 |
| THE CARING HOUSE | ||||||
| 2625 PICKETT RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| THE FOOD PANTRY | ||||||
| EMERYWOOD | HIGH POINT | NC | 28403 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| VILLAGE OF WILKES | ||||||
| 206 OLD BRICKYARD RD | N WILKESBORO | NC | 28659 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25 |
| VINTAGE BIBLE COLLEGE | ||||||
| 4964 UNIVERSITY PKWY | WINSTON SALEM | NC | 27106 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONALRELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,302 | 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 | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,932 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,474 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,474 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,495 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | BRUCE W JANET C KNOTT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $54,655 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1000 SHARES WELLS FARGO CO. STOCK | NoncashPropertyDesc |
| Fair Market Value | $54,655 | FairMarketValueAmt |
| Received | 2014-12-23 | ReceivedDt |
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 | $1,273 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $142 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 159SH. JOHNSON & JOHNSON | $10,674 | $16,627 |
| 164SH. PROCTOR & GAMBLE | $10,587 | $14,939 |
| 110SH. BRITISH AMERICAN TOBACCO | $8,429 | $11,860 |
| 194SH. PHILIP MORRIS | $13,584 | $15,801 |
| 209SH. ACE LIMITED | $21,538 | $24,010 |
| 187SH. BOEING | $19,220 | $24,306 |
| 539SH. MICROSOFT CORP | $14,527 | $25,037 |
| 93SH. AMERICAN EXPRESS CO. | $4,610 | $8,653 |
| 49SH. BLACKROCK INC | $11,584 | $17,520 |
| 471SH. INTEL CORP | $9,680 | $17,093 |
| 312SH. ROYAL DUTCH SHELL PLC ADR | $19,741 | $20,888 |
| 115SH. 3M COMPANY | $9,754 | $18,897 |
| 145SH. UNITED PARCEL SERVICE | $10,374 | $16,120 |
| 41SH. VISA INC | $3,470 | $10,750 |
| 1162SH. ALERIAN MLP | $16,948 | $20,358 |
| 165SH. HOME DEPOT INC | $11,357 | $17,320 |
| 121SH. KIMBERLY-CLARK CORP | $8,209 | $13,980 |
| 172SH. NESTLE S A REG ADR | $10,121 | $12,547 |
| 233SH. QUALCOMM INC | $13,915 | $17,319 |
| 428SH. ROCHE HOLDINGS LTD | $8,500 | $14,548 |
| 322SH. WASTE MANAGEMENT INC | $11,101 | $16,525 |
| 201SH. ACCENTURE PLC | $14,134 | $17,951 |
| 119SH. AMGEN INC | $10,015 | $18,956 |
| 249SH. APPLE INC | $15,157 | $27,485 |
| 208SH. CHEVRON CORP. | $22,280 | $23,333 |
| 287SH. COCA-COLA CO | $10,119 | $12,117 |
| 214SH. CVS CAREMARK CO | $15,055 | $20,610 |
| 169SH. DUKE ENERGY CO. | $10,940 | $14,118 |
| 220SH. EMERSON ELECTRIC CO | $10,909 | $13,581 |
| 200SH. EXXON MOBIL CO | $17,830 | $18,490 |
| 2280SH. FINANCIAL SELECT | $44,119 | $56,384 |
| 123SH. MCDONALDS | $12,261 | $11,525 |
| 191SH. NATIONAL GRID PLC | $10,649 | $13,496 |
| 169SH. RAYTHEON CO | $8,556 | $18,281 |
| 234SH. BANK NEW YORK MELLON | $7,210 | $9,493 |
| 549SH. EMC CORP | $13,101 | $16,327 |
| 381SH. JP MORGAN CHASE | $18,771 | $23,843 |
| 150SH. REVENUESHARES MID | $6,443 | $7,263 |
| 160SH. VF CORP | $6,075 | $11,984 |
| 263SH. VOLKSWAGON | $10,444 | $11,325 |
| 315SH. COMCAST | $15,812 | $18,273 |
| 84SH. DOW CHEM CO | $3,957 | $3,831 |
| 148SH. GREENBRIER CO. INC. | $6,783 | $7,952 |
| 15SH. HALYARD HEALTH INC | $350 | $682 |
| 289SH. LAS VEGAS SANDS CORP | $16,152 | $16,808 |
| 227SH. MOLSON COORS BREWING | $15,952 | $16,916 |
| 174SH. NOVARTIS | $14,415 | $16,123 |
| 127SH. ST JUDE MEDICAL INC | $7,968 | $8,259 |
| 276SH. TARGET CORP | $16,248 | $20,951 |
| 1,000SH WELLS FARGO | $54,970 | $54,820 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $53 | Amt |
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 | $31 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $17 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,236 | Amt |
| Net Investment Income | $2,236 | 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 | $1,269 | $0 | $0 |
| FOREIGN TAXES PAID | $511 | $511 | $0 |