BIN CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BIN CHARITABLE FOUNDATION (EIN 56-2111550)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-04-09
- IRS object ID
- 201300999349100005
- Schema version
- 2012v2.1
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-09T06:59:01-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON & OLSZEWSKI CPAS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2451 CROASDAILE FARM PARKWAY STE 10 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562111550 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIN CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | % SARAH FISH | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BINC | NameControl |
| Phone | 9193835826 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3103 BUCKINGHAM ROAD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH FISH | Name |
| Title | CORP. SECRETARY | Title |
| Phone | 9193835826 | Phone |
| Date Signed | 2013-03-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELISSA B OLSZEWSKI | Name |
| Phone | 9193835826 | Phone |
| Date Prepared | 2013-04-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11666392 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 83193 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 133945 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 133945 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 133945 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 196455 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 196455 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 196455 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 549671 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4311715 | GrossSalesPrice |
| Total Revenue And Expenses | 963264 | TotalRevenueAndExpenses |
| Total Net Investment Income | 330400 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 330400 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 14000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 14000 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 14000 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 130746 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 130746 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 130746 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 2883 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2883 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 2883 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 186 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 186 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 186 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 147815 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 147815 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 147815 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1009750 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1009750 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1157565 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 147815 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 147815 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1009750 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -194301 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 182585 | NetInvestmentIncome |
| Adjusted Net Income | 182585 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8491 | CashBOY |
| Cash EOY | 11536 | CashEOY |
| Cash EOYFMV | 11536 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 668304 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 652536 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 652536 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 4128 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1520 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1520 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 370245 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 200245 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 425766 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6176539 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6186274 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8150907 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 2289852 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2271147 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2424127 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 9517559 | TotalAssetsBOY |
| Total Assets EOY | 9323258 | TotalAssetsEOY |
| Total Assets EOYFMV | 11666392 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 9517559 | RetainedEarningsBOY |
| Retained Earnings EOY | 9323258 | RetainedEarningsEOY |
| Total Net Assets BOY | 9517559 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9323258 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9517559 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9323258 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9517559 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -194301 | ExcessOfRevenueOverExpenses |
| Subtotal | 9323258 | Subtotal |
| Total Net Assets Fund Balances EOY | 9323258 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1378487 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11298332 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.122008 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 579025 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10938715 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052934 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 523300 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9417617 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.055566 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1160973 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11104225 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.104552 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1061328 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 13186705 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.080485 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.415545 | TotalDistributionRatio |
| Average Distribution Ratio | 0.083109 | AverageDistributionRatio |
| Net Noncharitable Assets | 11714657 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 973593 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1826 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 975419 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2019500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1826 | InvestmentIncomeExciseTax |
| Subtotal | 1826 | Subtotal |
| Tax Based On Investment Income | 1826 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1520 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1520 | TotalCreditsAndPayments |
| Tax Due | 306 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | BOND@AANDOCPAS.COM | WebsiteAddress |
| Books In Care Of Person Name | BOND ANDERSON III CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9193835826 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2451 CROASDAILE FARM PARKWAY | AddressLine1 |
| Address Line2 | SUITE 1002 | AddressLine2 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| DRBARBARA NEWBORG | |||||||||
| 1500 ALABAMA AVENUE | DURHAM | NC | 27705 | PRESIDENT | 10.00 | 0 | 0 | 0 | |
| SARAH FISH | |||||||||
| 3103 BUCKINGHAM ROAD | DURHAM | NC | 27707 | SECRETARY | 10.00 | 0 | 0 | 0 | |
| BOND ANDERSON III | |||||||||
| 2451 CROASDAILE FARM PKWY | DURHAM | NC | 27705 | TREASURER | 10.00 | 0 | 0 | 0 | SUITE 102 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 596313 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11285204 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 11536 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11893053 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 11893053 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 178396 | CashDeemedCharitable |
| Net Noncharitable Assets | 11714657 | NetNoncharitableAssets |
| Minimum Investment Return | 585733 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 585733 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1826 | TaxBasedOnInvestmentIncome |
| Total Tax | 1826 | TotalTax |
| Distributable Amount Before Adj | 583907 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 583907 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 583907 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1009750 | ExpensesAndContributions |
| Amounts Paid Acq Charitable Assets | 1009750 | AmountsPaidAcqCharitableAssets |
| Qualifying Distributions | 2019500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1826 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2017674 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 583907 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 366934 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 608816 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 55785 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 36143 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 816596 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1884274 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2019500 | QualifyingDistributions |
| Applied To Current Year | 583907 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1435593 | RemainingDistriFromCorpus |
| Total Corpus | 3319867 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 366934 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2952933 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 608816 | ExcessFromYear4 |
| Excess From Year3 | 55785 | ExcessFromYear3 |
| Excess From Year2 | 36143 | ExcessFromYear2 |
| Excess From Year1 | 816596 | ExcessFromYear1 |
| Excess From Current Year | 1435593 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | ||||||
| 1001 NAVAHO DRIVE | RALEIGH | NC | 27609 | UNRESTRICTED | $17,000 | |
| CARING HOUSE | ||||||
| 2625 PICKETT ROAD | DURHAM | NC | 27705 | UNRESTRICTED | $3,000 | |
| CAROLINA FOOD BANK | ||||||
| 3808 TARHELL DRIVE | TALEIGH | NC | 27609 | UNRESTRICTED | $10,000 | |
| CAROLINA FRIENDS SCHOOL | ||||||
| 4809 FRIENDS SCHOOL ROAD | DURHAM | NC | 27705 | UNRESTRICTED | $25,000 | |
| CAROLINA TIGER RESCUE | ||||||
| 1940 HANKS CHAPEL ROAD | PITTSBORO | NC | 27312 | UNRESTRICTED | $5,000 | |
| CHORAL SOCIETY OF DURHAM | ||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | UNRESTRICTED | $50,000 | |
| CLEAN ENERGY | ||||||
| 331 W MAIN ST 204 | DURHAM | NC | 27701 | UNRESTRICTED | $5,000 | |
| COMMUNITIES IN SCHOOLS | ||||||
| 4235 UNIVERSITY DRIVE | DURHAM | NC | 27707 | UNRESTRICTED | $10,000 | |
| DUKE GARDENS | ||||||
| 426 ANDERSON STREET | DURHAM | NC | 27708 | UNRESTRICTED | $100,000 | |
| STUDENT U | ||||||
| 3116 ACADEMY ROAD | DURHAM | NC | 27707 | UNRESTRICTED | $20,000 | |
| DUKE UNIV MUSIC DEPT | ||||||
| BOX 90581 | DURHAM | NC | 27708 | UNRESTRICTED | $40,000 | |
| DURHAM CENTRAL PARK | ||||||
| 115 MARKET STREET | DURHAM | NC | 27701 | UNRESTRICTED | $9,000 | |
| DURHAM CONGREGATIONS IN ACTION | ||||||
| 504 WEST CHAPEL HIL STREE | DURHAM | NC | 27701 | UNRESTRICTED | $8,000 | |
| DURHAM INDIANS | ||||||
| PO BOX 71181 | DURHAM | NC | 277221181 | UNRESTRICTED | $750 | |
| DURHAM LITERACY CENTER | ||||||
| PO BOX 52209 | DURHAM | NC | 27707 | UNRESTRICTED | $85,000 | |
| DURHAM NATIVITY SCHOOL | ||||||
| 7 PILTON PLACE | DURHAM | NC | 27705 | UNRESTRICTED | $35,000 | |
| DURHAM TECHNICAL COLLEGE | ||||||
| 1637 LAWSON STREET | DURHAM | NC | 27707 | UNRESTRICTED | $30,000 | |
| E KRZYZEWSKI FOUND | ||||||
| 904 W CHAPEL ST | DURHAM | NC | 27701 | UNRESTRICTED | $10,000 | |
| ELLERBE CREEK WATERSHED | ||||||
| PO BOX 2679 | DURHAM | NC | 27705 | UNRESTRICTED | $15,000 | |
| ENO RIVER ASSOCIATION | ||||||
| 4404 GUESS RD | DURHAM | NC | 27712 | UNRESTRICTED | $25,000 | |
| GENESIS HOUSE | ||||||
| 300 NORTH QUEEN STREET | DURHAM | NC | 27702 | UNRESTRICTED | $3,000 | PO BOX 25426 |
| GUIDE DOGS OF AMERICA | ||||||
| 13445 GLENOAKS BLVD | SYLMAR | CA | 91342 | UNRESTRICTED | $20,000 | |
| HABITAT FOR HUMANITY | ||||||
| 215 N CHURCH STREET | DURHAM | NC | 27701 | UNRESTRICTED | $38,000 | |
| JUNIOR LEADERSHIP OF DURH | ||||||
| PO BOX 2492 | DURHAM | NC | 27715 | UNRESTRICTED | $1,500 | |
| MALLARME CHAMBER PLAYERS | ||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | UNRESTRICTED | $50,000 | |
| MANBITES DOG THEATER | ||||||
| PO BOX 402 | DURHAM | NC | 27702 | UNRESTRICTED | $3,000 | |
| MDC | ||||||
| 307 W MAIN ST | DURHAM | NC | 277013215 | UNRESTRICTED | $100,000 | |
| MUSEUM OF LIFE AND SCIENCE | ||||||
| 433 W MURRAY AVE | DURHAM | NC | 27704 | UNRESTRICTED | $5,000 | |
| NC BOTANICAL GARDENS | ||||||
| UNIVNC CB 3375 | CHAPEL HILL | NC | 27599 | UNRESTRICTED | $10,000 | |
| NC THERAPEUTIC RIDING CTR | ||||||
| PO BOX 841 | CARRBORO | NC | 27510 | UNRESTRICTED | $3,000 | |
| PLAYWORKS DURHAM | ||||||
| 101 W MAIN ST | DURHAM | NC | 27701 | UNRESTRICTED | $15,000 | |
| PREVENT BLINDNESS-NC | ||||||
| 4011 WESTCHASE BLVD | RALEIGH | NC | 27607 | UNRESTRICTED | $25,000 | SUITE 225 |
| RONALD MCDONALD HOUSE | ||||||
| 506 ALEXANDER AVE | DURHAM | NC | 27705 | UNRESTRICTED | $50,000 | |
| SEEDS | ||||||
| 706 GILBERT STREET | DURHAM | NC | 27701 | UNRESTRICTED | $56,500 | |
| SOCIETY OF ST ANDREWS | ||||||
| 504 W CHAPELST | DURHAM | NC | 27701 | UNRESTRICTED | $10,000 | |
| SOUTHERN DOCUMENTARY FUND | ||||||
| 762 NINETH STREET 574 | DURHAM | NC | 27705 | UNRESTRICTED | $17,000 | |
| TROSA | ||||||
| 1820 JAMES STREET | DURHAM | NC | 27707 | UNRESTRICTED | $10,000 | |
| URBAN MINISTRIES OF DURHA | ||||||
| 410 LIBERTY STREET | DURHAM | NC | 27702 | UNRESTRICTED | $30,000 | |
| VOLUNTEER CTR OF DURHAM | ||||||
| PO BOX 3374 | DURHAM | NC | 27702 | UNRESTRICTED | $25,000 | |
| -AUGUSTINE PROJECT | ||||||
| 200 HAYES ROAD | CHAPEL HILL | NC | 27517 | UNRESTRICTED | $20,000 | |
| EXECUTIVE SERVICE CORPS OF GREATERE | ||||||
| PO BOX 51152 | DURHAM | NC | 27717 | UNRESTRICTED | $5,000 | |
| EXECUTIVE SERVICE CORPS OF DURHAM | ||||||
| PO BOX 51152 | DURHAM | NC | 27717 | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1009750 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $133,945 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $196,455 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 549671 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $330,400 | ExclusionAmount |
| Related Or Exempt Function Income | 549671 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 880071 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | BROOKS NORMAN CRAT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 90600 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27708 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 83193 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $14,000 | Amount |
| Net Investment Income | 14000 | NetInvestmentIncome |
| Adjusted Net Income | 14000 | AdjustedNetIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| DRBARBARA NEWBORG |
| SARAH FISH |
| BOND ANDERSON III |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SALE OF SECURITIES | Name |
| Date Acquired | 2011-01 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2012-12 | DateSold |
| Gross Sales Price | 4311715 | GrossSalesPrice |
| Basis | 3762044 | Basis |
| Total Net | 549671 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SECURITIES HELD BY SMITH BARNEY | NameOfBond |
| EOY Book Value | 2271147 | EOYBookValue |
| EOYFMV | 2424127 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES HELD BY MERRILL LYNCH | NameOfStock |
| EOY Book Value | 6186274 | EOYBookValue |
| EOYFMV | 8150907 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 200245 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 425766 | USGovtSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | 147 | 147 | 147 |
| BANK CHARGES | 39 | 39 | 39 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $116,746 | 116746 | 116746 |
| COMPLIANCE CONSULTING | $14,000 | 14000 | 14000 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JOAN MERTENS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 124 E 84TH STREET 8A | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| EXCISE TAX | $1,513 | 1513 | 1513 |
| FOREIGN DIV. TAX | $1,370 | 1370 | 1370 |
Comments