KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-09
- IRS object ID
- 201441299349100624
- Schema version
- 2013v3.0
- 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 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 | 2014-05-09T09:09:12-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 FRONT STREET SUITE 420 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 277052752 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE W KNOTT | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Phone | 9199134719 | PhoneNum |
| Signature | 2014-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM F ROBERSON CPA | PreparerPersonNm |
| PTIN | P00231195 | PTIN |
| Phone | 9193830441 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $825,586 | 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 | $39,516 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,207 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,207 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,097 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,097 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $307,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,533 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,254 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $96,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,837 | 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 | $1,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,255 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $140 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,463 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,078 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $226 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,187 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,759 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,759 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,924 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,148 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,596 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,856 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,255 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $472,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $622,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $778,331 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $105,150 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $626,357 | TotalAssetsBOYAmt |
| Total Assets EOY | $670,068 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $825,586 | 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 | $626,357 | RetainedEarningBOYAmt |
| Retained Earning EOY | $670,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $626,357 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $670,068 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $626,357 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $670,068 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $626,357 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,148 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,563 | OtherIncreasesAmt |
| Subtotal | $670,068 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $670,068 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 | 2013-12-31 | $78,152 | $72,322 | $5,830 | $5,830 | |
| WELLS FARGO ACCOUNT #9723 | P | 2013-12-31 | $116,063 | $81,163 | $34,900 | $34,900 | |
| WELLS FARGO ACCOUNT #9723 | D | 2013-12-31 | $13,697 | $9,781 | $3,916 | $3,916 | 2010-09-08 |
| WELLS FARGO ACCOUNT #9723 | P | 2013-12-31 | $531 | $286 | $245 | $245 | |
| WELLS FARGO ACCOUNT #4747 | D | 2013-12-31 | $98,764 | $97,154 | $1,610 | $1,610 | 2011-12-19 |
| CAPITAL GAINS DIVIDENDS | P | $32 | $32 | $32 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,533 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,252 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,252 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $1,269 | 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 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 277052452 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $600,458 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,056 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $648,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $648,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,728 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $638,786 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,252 | TotalTaxAmt |
| Distributable Before Adj | $30,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,924 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,924 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,924 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,861 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,564 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,202 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,677 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,070 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,924 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,237 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $130,307 | 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 | $11,861 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,446 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,564 | ExcessFromYear4Amt |
| Excess From Year3 | $30,202 | ExcessFromYear3Amt |
| Excess From Year2 | $20,677 | ExcessFromYear2Amt |
| Excess From Year1 | $23,766 | ExcessFromYear1Amt |
| Excess From Current Year | $19,237 | 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 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
| 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADOPT AN ANGEL RESCUE | ||||||
| 6033 OCEAN HWY EAST | WILMINGTON | NC | 28479 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALLEGHANY CO WELLNESS CENTER | ||||||
| 508 COLLINS RD | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALZHEIMERS ASSOC | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHERRY LANE VFD | ||||||
| PO BOX 162 | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $400 |
| CHURCH OF JOY | ||||||
| PO BOX 3344 | PALM DESERT | CA | 92261 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHURCH OF THE ASCENTION | ||||||
| 701 ORANGE AVE | CLEARWATER | FL | 33756 | 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 | $26,250 |
| 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 | $300 |
| EXCHANGE CLUB OF DURHAM | ||||||
| 3708 LYKAN LKWY | DURHAM | NC | 27707 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| FELLOWSHIP LODGE | ||||||
| 318 BAHAMA RD | BAHAMA | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $400 |
| FLETCHERS CHAPEL UMC | ||||||
| 1919 FLETCHERS CHAPEL RD | DURHAM | NC | 27703 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $150 |
| HAPPY HILLS FARM CHILDRENS HOME | ||||||
| 3846 TEXAS 144 | GRANBURY | TX | 76048 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| HIGH MEADOWS CHAPEL | ||||||
| HIGH MEADOWS | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $400 |
| HOMEBOUND MINISTRIES FIRST BAPTIST CHURCH | ||||||
| 414 CLEVELAND ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| JDRF | ||||||
| 5510 SIX FORKS RD | RALEIGH | NC | 27609 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| LONG MEMORIAL UMC | ||||||
| 226 N MAIN ST | ROXBORO | NC | 27573 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MT CARMEL WMU | ||||||
| 1410 CHERRY LANE | GLADE VALLEY | NC | 28627 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| MT HERMAN BAPTITST CHURCH | ||||||
| 4511 OLD NC HWY 10 | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| ROUGEMONT UMC | ||||||
| 8009 BUNNY RD | ROUGEMONT | NC | 27572 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| ST LUKE'S CHURCH | ||||||
| HILLANDALE RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| STUDENT U | ||||||
| 3116 ACADEMY DR | DURHAM | NC | 27707 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| TEMPLE BAPTIST CHURCH | ||||||
| 4504 STERLING DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $19,815 |
| ULTIMATE UNITY INC | ||||||
| 5910 POST BLVD | BRADENTON | FL | 34211 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $44 |
| UNC CHAPEL HILL PROSTATE CANCER | ||||||
| UNC-CH CB7295 | CHAPEL HILL | NC | 27599 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| UNCW SCHOOL OF NURSING | ||||||
| 601 S COLLEGE RD | WILMINGTON | NC | 28403 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| USO OF NC | ||||||
| 2400 TERMINAL BLVD 3RD FLOOR | MORRISVILLE | NC | 27623 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| WATTS ST BAPTIST CHURCH | ||||||
| 800 WATTS ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,759 | 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 | $3,207 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,097 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
| Related Or Exempt Function Incm | $34,988 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,254 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,590 | ExclusionAmt |
| Related Or Exempt Function Incm | $34,988 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,578 | 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/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| BRUCE W JANET C KNOTT | ||||||
| 1 | 3210 MEDFORD RD | DURHAM | NC | 27705 | $6,440 | Yes (X) |
| BRUCE W JANET C KNOTT | ||||||
| 2 | 3210 MEDFORD RD | DURHAM | NC | 27705 | $33,076 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 150 SHARES REVENUE SHARES MID CAP STOCK | $6,440 | 2013-12-12 |
| 2 | 1565 SHARES FINANCIAL SELECT SECTOR SPDR | $33,076 | 2013-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIAM F. ROBERSON, CPA - PREPARATION OF INCOME TAX RETURNS | CategoryTxt |
| Amt | $1,395 | Amt |
| Net Investment Income | $1,255 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $140 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 149SH. JOHNSON & JOHNSON | $9,361 | $13,647 |
| 164SH. PROCTOR & GAMBLE | $10,587 | $13,351 |
| 110SH. BRITISH AMERICAN TOBACCO | $8,429 | $11,816 |
| 122SH. PHILIP MORRIS | $7,493 | $10,630 |
| 213SH. ACE LIMITED | $11,341 | $22,052 |
| 111SH. BOEING | $9,667 | $15,150 |
| 572SH. MICROSOFT CORP | $15,457 | $21,399 |
| 93SH. AMERICAN EXPRESS CO. | $4,610 | $8,438 |
| 32SH. BLACKROCK INC | $5,926 | $10,127 |
| 504SH. INTEL CORP | $10,279 | $13,081 |
| 200SH. INTL BUSINESS MACHINES | $41,851 | $37,514 |
| 297SH. ROYAL DUTCH SHELL PLC ADR | $18,710 | $21,167 |
| 127SH. 3M COMPANY | $10,743 | $17,812 |
| 145SH. UNITED PARCEL SERVICE | $10,374 | $15,237 |
| 41SH. VISA INC | $3,470 | $9,130 |
| 1162SH. ALERIAN MLP | $18,072 | $20,672 |
| 107SH. HOME DEPOT INC | $5,220 | $8,810 |
| 121SH. KIMBERLY-CLARK CORP | $8,562 | $12,640 |
| 172SH. NESTLE S A REG ADR | $10,121 | $12,657 |
| 204SH. QUALCOMM INC | $11,941 | $15,147 |
| 214SH. ROCHE HOLDINGS LTD | $8,500 | $15,023 |
| 322SH. WASTE MANAGEMENT INC | $11,101 | $14,448 |
| 168SH. ACCENTURE PLC | $11,547 | $13,813 |
| 121SH. AMGEN INC | $10,212 | $13,804 |
| 43SH. APPLE INC | $19,401 | $24,124 |
| 126SH. CATERPILLAR INC | $10,835 | $11,442 |
| 145SH. CHEVRON CORP. | $15,049 | $18,112 |
| 287SH. COCA-COLA CO | $10,119 | $11,856 |
| 233SH. CVS CAREMARK CO | $10,729 | $16,676 |
| 169SH. DUKE ENERGY CO. | $10,940 | $11,663 |
| 201SH. EATON CORP | $12,427 | $15,300 |
| 220SH. EMERSON ELECTRIC CO | $10,909 | $15,440 |
| 200SH. EXXON MOBIL CO | $17,830 | $20,240 |
| 2280SH. FINANCIAL SELECT | $44,119 | $49,841 |
| 123SH. MCDONALDS | $12,261 | $11,935 |
| 191SH. NATIONAL GRID PLC | $10,649 | $12,476 |
| 185SH. RAYTHEON CO | $9,348 | $16,780 |
| 163SH. APACHE CORP | $13,717 | $14,008 |
| 234SH. BANK NEW YORK MELLON | $7,210 | $8,176 |
| 266SH. BLACKSTONE GROUP LP | $7,539 | $8,379 |
| 256SH. CHINA MOBILE LTD | $14,529 | $13,386 |
| 379SH. DOW CHEMICAL | $13,609 | $16,828 |
| 625SH. EMC CORP | $14,915 | $15,719 |
| 381SH. JP MORGAN CHASE | $18,771 | $22,281 |
| 509SH. PFIZER INCORP | $14,768 | $15,591 |
| 150SH. REVENUESHARES MID | $6,443 | $6,697 |
| 160SH. VF CORP | $6,075 | $9,974 |
| 263SH. VOLKSWAGON | $10,444 | $14,386 |
| 173SH. WAL-MART STORES | $11,970 | $13,613 |
| 101SH. WHIRLPOOL CORP | $14,633 | $15,843 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $37 | $33 | $4 |
| MISCELLANEOUS | $214 | $193 | $21 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. | Desc |
| Revenue And Expenses Per Books | $1,254 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,254 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $2,563 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,463 | Amt |
| Net Investment Income | $2,463 | 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 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAX | $781 | $0 | $0 |
| FOREIGN TAXES PAID | $297 | $297 | $0 |