MARY D B T SEMANS FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARY D B T SEMANS FOUNDATION (EIN 58-1484629)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201321359349101502
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T10:52:09-05:00 | 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 | EPPING AND ASSOCIATES CPAS PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 410106 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 282410106 | 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 | 581484629 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARY DBT SEMANS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % FOUNDATION | InCareOfName |
| Name Control | MARY | NameControl |
| Phone | 9194935591 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 WEST FOREST HILLS BOULEVARD | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS ZINN | Name |
| Title | DIRECTOR | Title |
| Phone | 9194935591 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEROME N EPPING CPA | Name |
| Phone | 8038316838 | 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 | 316849 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 7923 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7923 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 7923 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -3940 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 45747 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 3983 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7923 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 7923 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1100 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1100 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1100 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2843 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2843 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 2843 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 38 | TaxesRevAndExpnss |
| Trav Conf Meeting Rev And Expnss | 32 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 16 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 16 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 16 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 146 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 73 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 73 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 73 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5259 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4032 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 4032 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1189 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 19259 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4032 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 4032 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 15189 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -15276 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3891 | NetInvestmentIncome |
| Adjusted Net Income | 3891 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 805 | CashBOY |
| Cash EOY | 664 | CashEOY |
| Cash EOYFMV | 664 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 16899 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 37098 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 37098 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 274251 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 238917 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 279087 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 291955 | TotalAssetsBOY |
| Total Assets EOY | 276679 | TotalAssetsEOY |
| Total Assets EOYFMV | 316849 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 291955 | RetainedEarningsBOY |
| Retained Earnings EOY | 276679 | RetainedEarningsEOY |
| Total Net Assets BOY | 291955 | TotalNetAssetsBOY |
| Total Net Assets EOY | 276679 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 291955 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 276679 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 291955 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -15276 | ExcessOfRevenueOverExpenses |
| Subtotal | 276679 | Subtotal |
| Total Net Assets Fund Balances EOY | 276679 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 1931.657 PIMCO ALL ASSET ALL | 2008-05-05 | 2012-01-13 | 19634 | 21171 | -1537 | -1537 |
| 1596 ANNALY CAPITAL MGMT | 2010-07-28 | 2012-01-13 | 26113 | 28516 | -2403 | -2403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -3940 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 18171 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 323900 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056101 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26330 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 336419 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.078265 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3273 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 318625 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.010272 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 22467 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 377654 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059491 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 28264 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 461500 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.061244 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.265373 | TotalDistributionRatio |
| Average Distribution Ratio | 0.053075 | AverageDistributionRatio |
| Net Noncharitable Assets | 316173 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16781 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 39 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16820 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 15189 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 78 | InvestmentIncomeExciseTax |
| Subtotal | 78 | Subtotal |
| Tax Based On Investment Income | 78 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 78 | 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 | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9194935591 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 WEST FOREST HILLS BLVD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27707 | 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 | true | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DOUGLAS C ZINN | ||||||
| 1044 WEST FOREST HILLS BLVD | DURHAM | NC | 27707 | DIRECTOR | 0 | 0 |
| MELVIN THRASH | ||||||
| 2023 FAIRMONT DRIVE | SAN MATEO | CA | 94402 | DIRECTOR | 0 | 0 |
| JAMES D SEMANS | ||||||
| 602 EAST ROSEMARY ST | CHAPEL HILL | NC | 27514 | SECRETARY | 1.0 | 0 |
| JENNY SEMANS KOORTBOJIAN | ||||||
| 114 HILTON AVE | DURHAM | NC | 27707 | DIRECTOR | 0 | 0 |
| THOMAS S KENAN III | ||||||
| P O BOX 4150 | CHAPEL HILL | NC | 27515 | DIRECTOR | 0 | 0 |
| BETH S HUBBARD | ||||||
| 3212 NICHOLS CANYON ROAD | LOS ANGELES | CA | 90046 | PRESIDENT | 1.0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 319042 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1946 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 320988 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 320988 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4815 | CashDeemedCharitable |
| Net Noncharitable Assets | 316173 | NetNoncharitableAssets |
| Minimum Investment Return | 15809 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 15809 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 78 | TaxBasedOnInvestmentIncome |
| Total Tax | 78 | TotalTax |
| Distributable Amount Before Adj | 15731 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 15731 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 15731 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 15189 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 15189 | QualifyingDistributions |
| Adj Qualifying Distributions | 15189 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 15731 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 5957 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4132 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 9509 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2052 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 21650 | TotalExcessDistriCarryover |
| Qualifying Distributions | 15189 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 15189 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 542 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 542 | ExcessDistriCyovAppliedCY |
| Total Corpus | 21108 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 5415 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 15693 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4132 | ExcessFromYear4 |
| Excess From Year2 | 9509 | ExcessFromYear2 |
| Excess From Year1 | 2052 | ExcessFromYear1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE MARY DBT SEMANS FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 WEST FOREST HILLS BLVD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27707 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9194935591 | RecipientPhoneNumber |
| Form And Info And Materials | NO SPECIFIC FORM IS REQUIRED. ALL APPLICATIONS SHOULD BE IN WRITING, IDENTIFYING THE REQUESTING ORGANIZATION AND THE PURPOSE FOR THE GRANT. | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED YEAR ROUND | SubmissionDeadlines |
| Restrictions On Awards | GRANTEE ORGANIZATIONS MUST BE RECOGNIZED BY THE IRS AS CHARITABLE A COPY OF THE ORGANIZATIONS EXEMPTION LETTER SHOULD BE SUBMITTED ALONG WITH THE GRANT REQUEST. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CARING HOUSE INC | |||||||
| 2625 PICKETT ROAD | DURHAM | NC | 27705 | NONE | PUBLIC | SUPPORT OF "CARING THROUGH THE ARTS" PROGRAM | $2,000 |
| HOUSE OF MERCY INC | |||||||
| 701 MERCY DRIVE | BELMONT | NC | 28012 | NONE | PUBLIC | SUPPORT OF THE DIRECTOR OF NURSING AND CASE MANAGEMENT | $4,500 |
| SOUTHWEST VIRGINIA COMMUNITY COLLGE EDUCATIONAL FO | |||||||
| 369 COMMUNITY COLLEGE ROAD | RICHLANDS | VA | 24641 | NONE | PUBLIC | SUPPORT OF THE 2013 FESTIVAL OF THE ARTS-NO LIMITS! | $2,000 |
| ARTSPACE INC | |||||||
| 201 E DAVIE STREET | RALEIGH | NC | 27601 | NONE | PUBLIC | SUPPORT OF THE ARTSPACE OUTREACH PROGRAM TO BRING VISUAL ART EDUCATION TO AT-RISK AND UNDER-SERVED CHILDREN WHERE THEY LIVE AND PLAY | $3,000 |
| DUKE UNIVERSITY | |||||||
| DEPARTMENT OF HISTORY | DURHAM | NC | 27708 | NONE | PUBLIC | SUPPORT OF CONFERENCE ON THE HISTORY OF THE CIVIL WAR AT 150 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,923 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$3,940 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,983 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3983 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX FEES | Category |
| Amount | $2,200 | Amount |
| Net Investment Income | 1100 | NetInvestmentIncome |
| Adjusted Net Income | 1100 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1100 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NOT APPLICABLE | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BRIDGEWAY BLUE CHIP 35 INDEX F | 38864 | 41037 |
| PIMCO ALL ASSET ALL AUTH FD | 24464 | 25140 |
| GUGGENHEIM ETF RUSSELL TOP 50 | 25383 | 41810 |
| SPDR TRUST UNIT SR 1 EXP 2118 | 65441 | 82883 |
| AQR DIVERSIFIED ARBITRAGE | 14353 | 14446 |
| ANNALY CAPITAL MANAGEMENT REIT | ||
| IPATH GEMS ASIA 8 ETNF | 10725 | 10652 |
| ISHARES TR MSCI EAFE FD | 19119 | 19503 |
| ISHARES TR RUSSELL 1000 | 40568 | 43616 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK FEES | Description |
| Revenue And Expenses Per Books | 146 | RevenueAndExpensesPerBooks |
| Net Investment Income | 73 | NetInvestmentIncome |
| Adjusted Net Income | 73 | AdjustedNetIncome |
| Disbursements Charitable Prps | 73 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHARITABLE GIFT ANNUITY PAYABL | Description |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | Category |
| Amount | $2,843 | Amount |
| Net Investment Income | 2843 | NetInvestmentIncome |
| Adjusted Net Income | 2843 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $38 | Amount |
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