KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201301289349100310
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T08:58:55-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562075906 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERSON CPA FIRM PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562003192 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOTT FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNOT | NameControl |
| Phone | 9199134719 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE W KNOTT | Name |
| Title | FOUNDER | Title |
| Phone | 9199134719 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F ROBERSON CPA | Name |
| PTIN | P00231195 | PTIN |
| Phone | 9193830441 | Phone |
| 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 | 678067 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 70104 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 6577 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6577 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 16719 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16719 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 20993 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 482949 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 20993 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 775 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 115168 | TotalRevenueAndExpenses |
| Total Net Investment Income | 44289 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1470 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1323 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 147 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3824 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3824 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 910 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 429 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 265 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 238 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 27 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6469 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5814 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 174 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 52281 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 52281 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 58750 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5814 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52455 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 56418 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 38475 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -2 | CashBOY |
| Savings And Temp Cash Invst BOY | 30498 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 48856 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 48856 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 434921 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 472351 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 523981 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 105150 | InvestmentsOtherBOY |
| Investments Other EOY | 105150 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 105230 | InvestmentsOtherEOYFMV |
| Other Assets BOY | -627 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 569940 | TotalAssetsBOY |
| Total Assets EOY | 626357 | TotalAssetsEOY |
| Total Assets EOYFMV | 678067 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 569940 | RetainedEarningsBOY |
| Retained Earnings EOY | 626357 | RetainedEarningsEOY |
| Total Net Assets BOY | 569940 | TotalNetAssetsBOY |
| Total Net Assets EOY | 626357 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 569940 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 626357 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 569940 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 56418 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 626358 | Subtotal |
| Other Decreases | 1 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 626357 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| WELLS FARGO ACCOUNT #9723 | P | 2012-12-31 | 347854 | 337224 | 10630 | 10630 |
| WELLS FARGO ACCOUNT #9723 | P | 2012-12-31 | 10073 | 8863 | 1210 | 1210 |
| WELLS FARGO ACCOUNT #9723 | P | 2012-12-31 | 102421 | 94588 | 7833 | 7833 |
| WELLS FARGO ACCOUNT #9723 | P | 2012-12-31 | 696 | 696 | 696 | |
| WELLS FARGO ACCOUNT #9723 | P | 2012-12-31 | 21905 | 21281 | 624 | 624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 20993 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 770 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 770 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 770 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 11 | PenaltyForUnderpayment |
| Tax Due | 781 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BRUCE W KNOTT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9193839308 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 558472 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 39678 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 598150 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 598150 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8972 | CashDeemedCharitable |
| Net Noncharitable Assets | 589178 | NetNoncharitableAssets |
| Minimum Investment Return | 29459 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29459 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 770 | TaxBasedOnInvestmentIncome |
| Total Tax | 770 | TotalTax |
| Distributable Amount Before Adj | 28689 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 28689 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 28689 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52455 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 52455 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 52455 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 28689 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 47266 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 11861 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 24564 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 30202 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 20677 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 134570 | TotalExcessDistriCarryover |
| Qualifying Distributions | 52455 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 28689 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23766 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 158336 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 47266 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 111070 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 11861 | ExcessFromYear4 |
| Excess From Year3 | 24564 | ExcessFromYear3 |
| Excess From Year2 | 30202 | ExcessFromYear2 |
| Excess From Year1 | 20677 | ExcessFromYear1 |
| Excess From Current Year | 23766 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE W KNOTT | ContributingManager |
| Contributing Manager | JANET C KNOTT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MR BRUCE W KNOTT DIRECTOR | RecipientName |
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 Number | 9193839308 | RecipientPhoneNumber |
| 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. | FormAndInfoAndMaterials |
| Submission Deadlines | JULY 1 | SubmissionDeadlines |
| Restrictions On Awards | LIMITED TO RELIGIOUS, MEDICAL OR EDUCATIONAL PURPOSES | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALLEGHANY CO WELLNESS | ||||||
| 508 COLLINS RD | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALLEGHANY CO YOUTH MUSIC JAM | ||||||
| 450 N MAIN ST | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| ALZHEIMERS ASSOC | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| AVON WALK FOR BREAST CANCER | ||||||
| 33 BROAD ST | BOSTON | MA | 02109 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| BAPTIST CHILDRENS HOME OF NC | ||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| CAMP SWEENY | ||||||
| PO BOX 918 | GAINESVILLE | TX | 76241 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CEDAR GROVE UMC | ||||||
| 5218 CEDAR GROVE RD | PITTSBORO | NC | 27321 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| CHERRY LANE VFD | ||||||
| PO BOX 162 | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $3,960 |
| CHURCH OF JOY | ||||||
| PO BOX 3344 | PALM DESERT | CA | 92261 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DUKE UNIVERSITY MEDICAL CENTER | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $26,030 |
| 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 | $400 |
| HIGH MEADOWS CHAPEL | ||||||
| HIGH MEADOWS | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| HUNT FOR CURE BREAST CANCER | ||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| JASON JAMES MEMORIAL SCHOLARSHIP | ||||||
| 3210 MEDFORD DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| KOMEN RACE FOR THE CURE | ||||||
| 5005 LBJ FREEWAY | DALLAS | TX | 75244 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| LEUKEMIA LYMPHOMA SOCIETY | ||||||
| 401 HARRISON OAKS BLVD | CARY | NC | 27513 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| MT CARMEL WMU | ||||||
| 1410 CHERRY LANE | GLADE VALLEY | NC | 28627 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $600 |
| NORTHERN JR ATHLETIC ASSOC | ||||||
| PO BOX 71761 | DURHAM | NC | 27712 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| OAK GROVE MASONIC LODGE | ||||||
| 205 HUSKETH DR | DURHAM | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| PITTSBORO CHRISTIAN VILLAGE FUND | ||||||
| 1825 EAST ST | PITTSBORO | NC | 27312 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| SAMARITANS PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $7 |
| SARA BARKER CIRCLE | ||||||
| 2401 DELLWOOD DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| ST LUKE'S CHURCH | ||||||
| HILLANDALE RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| TEMPLE BAPTIST CHURCH | ||||||
| 4504 STERLING DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $18,484 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 52281 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,577 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,719 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 20993 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $775 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $24,071 | ExclusionAmount |
| Related Or Exempt Function Income | 20993 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 45064 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumber |
| Relationship Statement | PROCEEDS USED TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITABLE GROUPS | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| 1 | BRUCE W JANET C KNOTT | 3210 MEDFORD RD | DURHAM | NC | 27705 | 17830 | X |
| 2 | BRUCE W JANET C KNOTT | 3210 MEDFORD RD | DURHAM | NC | 27705 | 38976 | X |
| 3 | BRUCE W JANET C KNOTT | 3210 MEDFORD RD | DURHAM | NC | 27705 | 13298 | X |
Noncash Property NoncashProperty (3 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 200 SHARES EXXON MOBILE STOCK | 17830 | 2012-12-18 |
| 2 | 200 SHARES IBM STOCK | 38976 | 2012-12-18 |
| 3 | 189 SHARES VANGUARD STOCK | 13298 | 2012-12-18 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIAM F. ROBERSON, CPA - PREPARATION OF INCOME TAX RETURNS | Category |
| Amount | $1,470 | Amount |
| Net Investment Income | 1323 | NetInvestmentIncome |
| Disbursements Charitable Prps | 147 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (48 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 143SH. JOHNSON & JOHNSON | 8834 | 10024 |
| 157SH. PROCTOR & GAMBLE | 10029 | 10659 |
| 104SH. BRITISH AMERICAN TOBACCO | 7743 | 10530 |
| 111SH. PHILIP MORRIS | 6443 | 9284 |
| 205SH. ACE LIMITED | 10603 | 16359 |
| 156SH. BOEING | 9605 | 11745 |
| 547SH. MICROSOFT CORP | 14601 | 14610 |
| 366SH. VODAPHONE GROUP | 9232 | 9220 |
| 90SH. AMERICAN EXPRESS CO. | 4392 | 5173 |
| 26SH. BLACKROCK INC | 4183 | 5374 |
| 451SH. INTEL CORP | 8997 | 9299 |
| 51SH. INTL BUSINESS MACHINES | 6409 | 9769 |
| 217SH. ROYAL DUTCH SHELL PLC ADR | 13560 | 14962 |
| 120SH. 3M COMPANY | 9788 | 11142 |
| 137SH. UNITED PARCEL SERVICE | 9666 | 10101 |
| 46SH. VISA INC | 3344 | 6973 |
| 938SH. ALERIAN MLP | 14862 | 14961 |
| 189SH. ADP | 9877 | 10760 |
| 313SH. BRISTOL MYERS SQUIBB | 8639 | 10201 |
| 550SH. CISCO SYSTEMS INC | 8828 | 10807 |
| 77SH. HOME DEPOT INC | 2919 | 4762 |
| 121SH. KIMBERLY-CLARK CORP | 8302 | 10216 |
| 159SH. NESTLE S A REG ADR | 9225 | 10362 |
| 159SH. QUALCOMM INC | 9014 | 9836 |
| 231SH. ROCHE HOLDINGS LTD | 9020 | 11666 |
| 104SH. TIME WARNER CABLE | 6617 | 10108 |
| 312SH. WASTE MANAGEMENT INC | 10678 | 10527 |
| 147SH. ACCENTURE PLC | 7754 | 9776 |
| 116SH. AMGEN INC | 9363 | 9999 |
| 19SH. APPLE INC | 10801 | 10111 |
| 111SH. CATERPILLAR INC | 9522 | 9947 |
| 133SH. CHEVRON CORP. | 13575 | 14383 |
| 268SH. COCA-COLA CO | 9306 | 9715 |
| 236SH. CVS CAREMARK CO | 10798 | 11411 |
| 157SH. DUKE ENERGY CO. | 10083 | 10017 |
| 206SH. EATON CORP | 10693 | 11161 |
| 210SH. EMERSON ELECTRIC CO | 10320 | 11122 |
| 200SH. EXXON MOBIL CO | 17830 | 17310 |
| 1026SH. FINANCIAL SELECT | 15299 | 16816 |
| 36SH. FLOWSERVE CO | 4788 | 5285 |
| 128SH. FREEPORT-MCMORAN COPPER | 4076 | 4378 |
| 200SH. IBM | 38976 | 38310 |
| 115SH. MCDONALDS | 11450 | 10144 |
| 176SH. NATIONAL GRID PLC | 9703 | 10109 |
| 196SH. RAYTHEON CO | 9701 | 11282 |
| 72SH. STANLEY BLACK & DECKER | 4936 | 5326 |
| 153SH. US BANCORP | 4669 | 4887 |
| 189SH. VANGUARD INFO TECH | 13298 | 13062 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 100,000 AUSTRALIAN GOV'T BONDS 6.5% DUE 5/15/13 | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 105150 | BookValue |
| EOYFMV | 105230 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OPTIONS | Description |
| BOY Book Value | -627 | BOYBookValue |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADVERTISING | 35 | 31 | 4 |
| MISCELLANEOUS | 230 | 207 | 23 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC. | Description |
| Revenue And Expenses Per Books | 775 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 775 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $3,824 | Amount |
| Net Investment Income | 3824 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRUCE W JANET C KNOTT | PersonName |
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 Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAX | $481 | 0 | 0 |
| FOREIGN TAXES PAID | $429 | 429 | 0 |