SECOND FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SECOND FAMILY FOUNDATION INC (EIN 20-5885567)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201311349349100646
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T15:03:08-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561304727 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLACKMAN & SLOOP CPAS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1414 RALEIGH RD SUITE 300 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27517 | 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 | 205885567 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECOND FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SECO | NameControl |
| Phone | 9199679823 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 EAST FRANKLIN STREET SUITE 6 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MIKE MILES | Name |
| Title | PRESIDENT/TREASURER | Title |
| Phone | 9199679823 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | APRIL WALKER | Name |
| PTIN | P00829419 | PTIN |
| Phone | 9199428700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7666732 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 410400 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 97239 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 97239 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 97239 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 2038344 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2670246 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2038344 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 2038344 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 4725 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 4725 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 4725 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 2550708 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2140308 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2140308 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 76262 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 76262 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 9739 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 9739 | PensionEmplBnftDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3393 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 3393 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 6754 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 5834 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 649 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Occupancy Rev And Expnss | 6760 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 0 | OccupancyNetInvstIncm |
| Occupancy Adj Net Incm | 0 | OccupancyAdjNetIncm |
| Occupancy Dsbrs Chrtbl Prps | 6760 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 7839 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 7839 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 294 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 294 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 62904 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9519 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 53385 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 174594 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9519 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 163506 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38474 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38474 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 213068 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9519 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 201980 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2337640 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2130789 | NetInvestmentIncome |
| Adjusted Net Income | 2140308 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 52537 | CashBOY |
| Cash EOY | 46479 | CashEOY |
| Cash EOYFMV | 46479 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 516730 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1130311 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1130311 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 17330 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 0 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 0 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 3239742 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2848973 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4336580 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 2149768 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2149768 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 10241 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 6647 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 934 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 3594 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 3594 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 3106 | OtherAssetsBOY |
| Other Assets EOY | 0 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 3830379 | TotalAssetsBOY |
| Total Assets EOY | 6179125 | TotalAssetsEOY |
| Total Assets EOYFMV | 7666732 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 3661 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 3572 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 3661 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3572 | 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 | 3826718 | RetainedEarningsBOY |
| Retained Earnings EOY | 6175553 | RetainedEarningsEOY |
| Total Net Assets BOY | 3826718 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6175553 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3830379 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6179125 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3826718 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2337640 | ExcessOfRevenueOverExpenses |
| Other Increases | 11195 | OtherIncreases |
| Subtotal | 6175553 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 6175553 | 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 |
|---|---|---|---|---|---|---|
| GUGGENHEIM REAL ESTATE PARTNERS LP- SALE OF PARTNERSHIP INTEREST | D | 2012-09-13 | 2142735 | 136902 | 2005833 | 2005833 |
| GUGGENHEIM REAL ESTATE PARTNERS LP K-1 | D | 9876 | 9876 | 9876 | ||
| GUGGENHEIM PLUS II LP | D | 3701 | 3701 | 3701 | ||
| FIDELITY CAPITAL GAIN DISTRIBUTIONS | P | 18934 | 18934 | 18934 | ||
| FIDELITY BOND REDEMPTIONS | P | 495000 | 495000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2038344 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 2038344 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 122555 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4161928 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.029447 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 145743 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3737665 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038993 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 144094 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3128983 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046051 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 120820 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3407953 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035452 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 53651 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2091060 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.025657 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.175600 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035120 | AverageDistributionRatio |
| Net Noncharitable Assets | 4925817 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 172995 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 21308 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 194303 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 201980 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 21308 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 21308 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 21308 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 920 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 920 | TotalCreditsAndPayments |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Tax Due | 20392 | 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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | SECONDFAMILYFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLLY KUNKEL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9199679823 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 E FRANKLIN STREET STE 6 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| MIKE MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | PRESIDENT/TREASURER | 2.00 | 0 | 0 | 0 |
| ELSTON MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | VICE PRESIDENT/SECRETARY | 0.25 | 0 | 0 | 0 |
| WENDY MILES BAER | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| ALEXANDRA MILES SKOVE | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| ANDREA ALDEN MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| EDWARD WILLIAM MILES | ||||||||
| 240 GLANDON DRIVE | CHAPEL HILL | NC | 27514 | DIRECTOR | 0.25 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOLLY KUNKEL | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 157 E FRANKLIN STREET STE 6 | AddressLine1 |
| City | CHAPEL HILL | City |
| State | NC | State |
| ZIP Code | 27514 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM DIRECTOR | Title |
| Average Hours Per Week | 50.00 | AverageHoursPerWeek |
| Compensation | 60102 | Compensation |
| Employee Benefits | 9739 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SECOND FAMILY IS AN OVERLAY PROGRAM AVAILABLE TO ELIGIBLE ORANGE COUNTY FOSTER YOUTH. SECOND FAMILY IS COMMITTED TO SUBSIDIZING EXPENSES ABOVE AND BEYOND WHAT FOSTER CARE IS ABLE TO PAY FOR, AND YET ARE CONSIDERED STANDARD EXPENSES FOR AN AVERAGE TEENAGER, SUCH AS MUSIC/DANCE LESSONS, TUTORING, SUMMER CAMP AND ATHLETICS. DURING 2012, THERE WERE SEVEN YOUTH IDENTIFIED FOR THIS PROGRAM. | Description1 |
| Expenses1 | 157188 | Expenses1 |
| Description2 | ACADEMIC SUPPORT - ACADEMIC INCENTIVE TO YOUTHS, SCHOLASTIC AND COLLEGE APPLICATION/FEES AND EVENTS AND COLLEGE CAMPUS VISITS | Description2 |
| Expenses2 | 4721 | Expenses2 |
| Description3 | PAYMENT TO RESEARCHERS FOR PROJECT WORK/DATA WITH NORTH CAROLINA DIVISION OF SOCIAL SERVICES - IMPLEMENTATION, ANALYSIS, DATA RETRIEVAL & DATA FROM THOMSON REUTERS. | Description3 |
| Expenses3 | 27517 | Expenses3 |
| Description4 | YOUTH ATHLETIC ACTIVITIES THAT SUPPORT GOOD HEALTH AND NUTRITION AS PART OF THE PROGRAMMING COMPONENTS OF SFF | Description4 |
| Expenses4 | 12554 | Expenses4 |
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 | 3699206 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 773029 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 528594 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5000829 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5000829 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 75012 | CashDeemedCharitable |
| Net Noncharitable Assets | 4925817 | NetNoncharitableAssets |
| Minimum Investment Return | 246291 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 201980 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 201980 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 21308 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 180672 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2007-04-05 | DateOfRuling |
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 246291 | CurrentYear |
| Year1 | 79388 | Year1 |
| Year2 | 88527 | Year2 |
| Year3 | 101716 | Year3 |
| Total | 515922 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 209347 | CurrentYear |
| Year1 | 67480 | Year1 |
| Year2 | 75248 | Year2 |
| Year3 | 86459 | Year3 |
| Total | 438534 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 201980 | CurrentYear |
| Year1 | 172765 | Year1 |
| Year2 | 146620 | Year2 |
| Year3 | 145219 | Year3 |
| Total | 666584 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 201980 | CurrentYear |
| Year1 | 172765 | Year1 |
| Year2 | 146620 | Year2 |
| Year3 | 145219 | Year3 |
| Total | 666584 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 7666732 | CurrentYear |
| Year1 | 4326241 | Year1 |
| Year2 | 4195286 | Year2 |
| Year3 | 3741981 | Year3 |
| Total | 19930240 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 7663138 | CurrentYear |
| Year1 | 4325307 | Year1 |
| Year2 | 4193694 | Year2 |
| Year3 | 3739654 | Year3 |
| Total | 19921793 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MIKE MILES | ContributingManager |
| Contributing Manager | ELSTON MILES | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CAROLYN LEONARD | ||||||
| 985 HICKS FARM RD | STALEY | NC | 27355 | NONE | CAREGIVER STIPEND | $1,711 |
| AMEENAH WALKER | ||||||
| PO BOX 2305 | DURHAM | NC | 27702 | NONE | CAREGIVER STIPENDS | $300 |
| CHRISTINA RIMBACH | ||||||
| 105 BAYTREE LANE | SANDORD | NC | 27332 | NONE | CAREGIVER STIPENDS | $647 |
| SHEILA JONASSAINT | ||||||
| 5006 GREENVIEW RD | DURHAM | NC | 27713 | NONE | CAREGIVER STIPEND | $223 |
| KATE BEASLEY | ||||||
| 1119 SAXONY DR | DURHAM | NC | 27707 | NONE | CAREGIVER STIPENDS | $640 |
| ORENA HARTSFIELD | ||||||
| 195-A SEVERIN ST | CHAPEL HILL | NC | 27514 | NONE | CAREGIVER STIPENDS | $708 |
| SHARON CLAYTON | ||||||
| 300 LAKESIDE DR APT B | HILLSBOROUGH | NC | 27278 | NONE | CAREGIVER STIPENDS | $4,388 |
| BLESSINGS OF PEOPLE OUTREACH | ||||||
| 645 CONOVER RD | DURHAM | NC | 27703 | NONE | CAREGIVER STIPENDS | $2,340 |
| MIKE DOLAN FLISS | ||||||
| 117 COLE ST | CHAPEL HILL | NC | 27516 | NONE | RESEARCH GRANT | $3,000 |
| ORANGE COUNTY DEPT OF SOCIAL SERVICES | ||||||
| 300 W TRYON ST | HILLSBOROUGH | NC | 27278 | NONE | RESEARCH GRANT | $24,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38474 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $97,239 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $4,725 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,038,344 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,140,308 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2140308 | TotalPartXVIA |
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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | FIDELITY INVESTMENTS GIFT FUND- MIK | PO BOX 67300 | DALLAS | TX | 75267 | 50000 | X | |
| 2 | MIKE MILES | 240 GLANDON DR | CHAPEL HILL | NC | 27514 | 307781 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | 2,730 SHARES OF IBM; PARTNERSHIP UNITS OF GUGGENHEIM REAL ESTATE PARTNERS, LP | NoncashPropertyDescription |
| Fair Market Value | 2685025 | FairMarketValue |
| Date Received | 2012-07-31 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIDELITY INVESTMENTS | NameOfStock |
| EOY Book Value | 2848973 | EOYBookValue |
| EOYFMV | 4336580 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GUGGENHEIM PLUS II LP | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2149768 | BookValue |
| EOYFMV | 2149768 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | 6788 | 3855 | 2933 | 2933 |
| COMPUTER SOFTWARE | 864 | 550 | 314 | 314 |
| OFFICE FURNITURE | 2589 | 2242 | 347 | 347 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS IN TRANSIT | Description |
| BOY Book Value | 3106 | BOYBookValue |
| EOY Book Value | 0 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (23 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PROFESSIONAL MEMBERSHIPS | 3502 | 0 | 0 | 3502 |
| INSURANCE | 4477 | 0 | 0 | 4477 |
| TUTORING | 3477 | 0 | 0 | 3477 |
| GIFTS | 2009 | 0 | 0 | 2009 |
| BACKGROUND CHECKS | 276 | 0 | 0 | 276 |
| YOUTH ATHLETIC ACTIVITIES | 12554 | 0 | 0 | 12554 |
| MEALS/ENTERTAINMENT WITH YOUTH | 3237 | 0 | 0 | 3237 |
| OFFICE SUPPLIES | 1236 | 0 | 0 | 1236 |
| PARKING | 1480 | 0 | 0 | 1480 |
| TELEPHONE | 4182 | 0 | 0 | 4182 |
| WEBSITE | 85 | 0 | 0 | 85 |
| POSTAGE | 272 | 0 | 0 | 272 |
| COUNSELING SERVICES | 1826 | 0 | 0 | 1826 |
| CAMPS | 1871 | 0 | 0 | 1871 |
| OTHER PROGRAM EXPENSES | 514 | 0 | 0 | 514 |
| ACADEMIC SUPPORT | 2781 | 0 | 0 | 2781 |
| ACADEMIC INCENTIVE PROGRAM | 1490 | 0 | 0 | 1490 |
| YOUTH REFERRAL SUPPORT | 306 | 0 | 0 | 306 |
| YOUTH TRIPS/SFF GROUP OUTINGS | 7367 | 0 | 0 | 7367 |
| INDEPENDENT LIFE SKILLS | 100 | 0 | 0 | 100 |
| MISCELLANEOUS | 343 | 0 | 0 | 343 |
| GUGGENHEIM PLUS II LP | 5775 | 5775 | 0 | 0 |
| GUGGENHEIM REAL ESTATE PARTNERS LP | 3744 | 3744 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| GUGGENHEIM PLUS II LP | 4685 | 4685 | 4685 |
| GUGGENHEIM REAL ESTATE PARTNERS LP | 40 | 40 | 40 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONDIVIDEND DISTRIBUTIONS | Description |
| Amount | $11,195 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PAYROLL LIABILITIES | Description |
| BOY Book Value | 3661 | BOYBookValue |
| EOY Book Value | 3572 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| ACCOUNTING/LEGAL | $3,045 | 0 | 0 | 3045 |
| PAYROLL SERVICE FEES | $348 | 0 | 0 | 348 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL TAXES | $5,834 | 0 | 0 | 5834 |
| EXCISE TAX | $920 | 0 | 0 | 0 |
Comments