GOODNIGHT EDUCATIONAL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GOODNIGHT EDUCATIONAL FOUNDATION (EIN 56-6533546)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201231359349101233
- Schema version
- 2011v1.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T10:44:54-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROMEO WIGGINS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 IOWA LN STE 104 | AddressLine1 |
| City | CARY | City |
| State | NC | State |
| ZIP Code | 27511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566533546 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOODNIGHT EDUCATIONAL | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOOD | NameControl |
| Phone | 9196778000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE | AddressLine1 |
| City | CARY | City |
| State | NC | State |
| ZIP Code | 27513 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES H GOODNIGHT | Name |
| Title | 100 SAS CAMPUS DRIVE | Title |
| Phone | 9196778000 | Phone |
| Date Signed | 2012-05-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEOFFREY E WIGGINS | Name |
| Phone | 9194672050 | Phone |
| Date Prepared | 2012-05-11 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 41096439 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 30000000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 79687 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 79687 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 520325 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 520325 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 344000 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2080503 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 344000 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -839 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 30943173 | TotalRevenueAndExpenses |
| Total Net Investment Income | 944012 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2000 | AccountingFeesNetInvstIncm |
| Interest Rev And Expnss | 1073 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1073 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 28085 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 28085 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 31158 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31158 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 455000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 455000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 486158 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31158 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 455000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 30457015 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 912854 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 795038 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 26896398 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 26896398 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 59086 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 59086 | PrepaidExpensesEOYFMV |
| Investments Govt Oblig BOY | 12110 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 9964 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 8377 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 9562678 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 10725677 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 10831224 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 110159 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3245875 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3301354 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 10479985 | TotalAssetsBOY |
| Total Assets EOY | 40937000 | TotalAssetsEOY |
| Total Assets EOYFMV | 41096439 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 10479985 | RetainedEarningsBOY |
| Retained Earnings EOY | 40937000 | RetainedEarningsEOY |
| Total Net Assets BOY | 10479985 | TotalNetAssetsBOY |
| Total Net Assets EOY | 40937000 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10479985 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 40937000 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10479985 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 30457015 | ExcessOfRevenueOverExpenses |
| Subtotal | 40937000 | Subtotal |
| Total Net Assets Fund Balances EOY | 40937000 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (38 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 2,000 SH ATLAS ENERGY INC COM | P | 2008-08-06 | 2011-01-04 | 88194 | 55684 | 32510 | 32510 |
| 1,000 SH EMERSON ELECTRIC CO | P | 2010-01-13 | 2001-12-11 | 57048 | 43813 | 13235 | 13235 |
| 7,500 SH WELLS FARGO & CO NEW DEP | P | 2010-01-14 | 2011-09-08 | 213742 | 194258 | 19484 | 19484 |
| 1,000 SH ATLAS ENERGY INC COM | P | 2008-08-06 | 2011-02-22 | 38250 | 27842 | 10408 | 10408 |
| FEDERAL HOME LOAN MORTGE POOL 6% | P | 2006-05-01 | 2011-12-31 | 2146 | 2146 | ||
| 1,000 SH SPDR S&P 500 ETF TRUST | P | 2011-08-04 | 2011-08-18 | 116124 | 116124 | ||
| 1,000 SH ATLAS ENERGY INC COM | P | 2008-08-27 | 2011-02-22 | 38250 | 38058 | 192 | 192 |
| 900 SH LOWES COMPANIES | P | 2009-01-22 | 2001-11-21 | 20779 | 18732 | 2047 | 2047 |
| 500 SH DISNEY WALT CO | P | 2010-08-31 | 2011-04-15 | 19740 | 16071 | 3669 | 3669 |
| ATLAS ENERGY INC COM | P | 2008-08-06 | 2011-11-29 | 200 | 200 | 200 | |
| 100 SH LOWES COMPANIES | P | 2009-01-22 | 2011-01-13 | 2304 | 2081 | 223 | 223 |
| 1,000 SH STEEL DYNAMICS INC | P | 2010-06-18 | 2011-01-21 | 16389 | 14712 | 1677 | 1677 |
| ATLAS PIPELINE HOLDINGS LP | P | 2008-08-06 | 2011-02-28 | 10 | 10 | 10 | |
| 400 SH MCDONALDS CORP | P | 2009-12-11 | 2011-12-16 | 36445 | 24235 | 12210 | 12210 |
| FIDELITY Z85-467731 PUTS | P | 2011-01-01 | 2011-12-31 | 26123 | 9666 | 16457 | 16457 |
| BANKAMERICA CORP SUB NOTE 7.125% | P | 2001-11-08 | 2011-10-17 | 100000 | 110159 | -10159 | -10159 |
| 100 SH PROGRESS ENERGY INC | P | 2009-12-07 | 2011-08-23 | 4724 | 4012 | 712 | 712 |
| FIDELITY Z85-467731 CALLS | P | 2011-01-01 | 2011-12-31 | 93939 | 10095 | 83844 | 83844 |
| 5,000 SH CATERPILLAR INC | P | 2007-07-13 | 2011-01-18 | 454149 | 426707 | 27442 | 27442 |
| 100 SH PROGRESS ENERGY INC | P | 2009-12-07 | 2011-08-23 | 4719 | 4012 | 707 | 707 |
| K-1 ATLAS ENERGY LP | P | 2011-01-01 | 2011-12-31 | 253 | 253 | 253 | |
| 1,000 SH CATERPILLAR INC | P | 2007-07-13 | 2001-12-11 | 92238 | 85341 | 6897 | 6897 |
| 300 SH PROGRESS ENERGY INC | P | 2009-12-07 | 2011-08-23 | 14172 | 12037 | 2135 | 2135 |
| K-1 ATLAS ENERGY LP | P | 2011-01-01 | 2011-12-31 | 13 | -13 | -13 | |
| 5,100 SH CITIGROUP INC | P | 2008-08-27 | 2011-01-18 | 23579 | 14762 | 8817 | 8817 |
| 300 SH PROGRESS ENERGY INC | P | 2009-12-10 | 2011-08-23 | 14172 | 12271 | 1901 | 1901 |
| 4,900 SH CITIGROUP INC | P | 2008-08-27 | 2001-12-11 | 22516 | 14183 | 8333 | 8333 |
| 3,000 SH PROGRESS ENERGY INC | P | 2009-12-10 | 2011-10-21 | 148325 | 122707 | 25618 | 25618 |
| 500 SH COLGATE-PALMOLIVE | P | 2009-04-03 | 2011-05-20 | 41064 | 34361 | 6703 | 6703 |
| 200 SH PROGRESS ENERGY INC | P | 2009-12-10 | 2011-11-11 | 10697 | 8180 | 2517 | 2517 |
| 3,000 SH DISNEY WALT CO | P | 2008-02-28 | 2011-04-15 | 118442 | 98466 | 19976 | 19976 |
| 500 SH UNITED TECHNOLOGIES CORP | P | 2008-04-28 | 2011-11-15 | 38639 | 35729 | 2910 | 2910 |
| 1,000 SHDU POINT E I DE NEMOURS & CO | P | 2009-12-17 | 2001-12-11 | 47728 | 32564 | 15164 | 15164 |
| 500 SH VISA INC COM CL A | P | 2008-05-09 | 2011-12-16 | 46159 | 43923 | 2236 | 2236 |
| 500 SH EMERSON ELECTRIC CO | P | 2008-08-06 | 2001-12-11 | 28524 | 24408 | 4116 | 4116 |
| 389 SH WELLS FARGO & CO NEW DEP | P | 2009-12-10 | 2011-09-08 | 11086 | 9791 | 1295 | 1295 |
| 500 SH EMERSON ELECTRIC CO | P | 2008-10-16 | 2001-12-11 | 28524 | 15733 | 12791 | 12791 |
| 2,111 SH WELLS FARGO & CO NEW DEP | P | 2009-12-17 | 2011-09-08 | 60161 | 53627 | 6534 | 6534 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 344000 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 105647 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 395000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10475808 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.037706 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 397677 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7059519 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.056332 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 419443 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7867883 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.053311 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 410013 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 8716814 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047037 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 400012 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8462700 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047268 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.241654 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048331 | AverageDistributionRatio |
| Net Noncharitable Assets | 13693595 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 661825 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 9129 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 670954 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 455000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 18257 | InvestmentIncomeExciseTax |
| Subtotal | 18257 | Subtotal |
| Tax Based On Investment Income | 18257 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 15200 | TotalCreditsAndPayments |
| Tax Due | 3057 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
| 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 Person Name | DONALD PARKER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9195316803 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE | AddressLine1 |
| City | CARY | City |
| State | NC | State |
| ZIP Code | 27513 | ZIPCode |
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 |
| 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES H GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| ANN BAGGETT GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| LEAH A GOODNIGHT | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| SUSAN G ELLIS | ||||||||
| 100 SAS CAMPUS DRIVE | CARY | NC | 27513 | DIRECTOR | 0.10 | 0 | 0 | 0 |
| 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 | 10541256 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3301785 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 59086 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13902127 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 13902127 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 208532 | CashDeemedCharitable |
| Net Noncharitable Assets | 13693595 | NetNoncharitableAssets |
| Minimum Investment Return | 684680 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 684680 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 18257 | TaxBasedOnInvestmentIncome |
| Total Tax | 18257 | TotalTax |
| Distributable Amount Before Adj | 666423 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 666423 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 666423 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 455000 | ExpensesAndContributions |
| Qualifying Distributions | 455000 | QualifyingDistributions |
| Adj Qualifying Distributions | 455000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 666423 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 454349 | UndistributedIncomePriorYear |
| Qualifying Distributions | 455000 | QualifyingDistributions |
| Applied To Year1 | 454349 | AppliedToYear1 |
| Applied To Current Year | 651 | AppliedToCurrentYear |
| Undistributed Income CY | 665772 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES H GOODNIGHT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| BOYS CLUB OF WAKE COUNTY | |||||||||
| BOYS CLUB OF WAKE COUNTY | 701 N RALEIGH BLVD | 701 N RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| CAROLINA BALLET | |||||||||
| CAROLINA BALLET | 3401-131 ATLANTIC AVENUE | 3401-131 ATLANTIC AVENUE | RALEIGH | NC | 27604 | NONE | 501(C)(3) | DANCERS IN SCHOOL PROGRAM | $5,000 |
| COMMUNITIES IN SCHOOLS OF WAKE COUN | |||||||||
| COMMUNITIES IN SCHOOLS OF WAKE COUNTY | 871 HARP ST | 871 HARP ST | RALEIGH | NC | 27604 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| CONTEMPORARY ART FOUNDATION | |||||||||
| CONTEMPORARY ART FOUNDATION | 409 W MARTIN ST | 409 W MARTIN STREET | RALEIGH | NC | 27603 | NONE | 501(C)(3) | SLICK FAMILY FOUNDATION CHALLENGE | $100,000 |
| LUCY DANIELS CENTER FOR EARLY CHILD | |||||||||
| LUCY DANIELS CENTER FOR EARLY CHILDHOOD | 9003 WESTON PARKWAY | 9003 WESTON PARKWAY | CARY | NC | 275132201 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| MARBLES KIDS MUSEUM | |||||||||
| MARBLES KIDS MUSEUM | 201 E HARGETT ST | 201 E HARGETT ST | RALEIGH | NC | 27601 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| MEDICAL FOUNDATION OF NC INC | |||||||||
| MEDICAL FOUNDATION OF NORTH CAROLINA INC | CAMPUS BOX 7237 | CAMPUS BOX 7237 | CHAPEL HILL | NC | 275997237 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 |
| MEREDITH COLLEGE | |||||||||
| MEREDITH COLLEGE | 3800 HILLSBOROUGH ST | 3800 HILLSBOROUGH ST | RALEIGH | NC | 276075298 | NONE | 501(C)(3) | MINORITY TEACHING SCHOLARSHIP | $15,000 |
| NC MUSEUM OF ART FOUNDATION | |||||||||
| NC MUSEUM OF ART FOUNDATION | 4630 MAIL SERVICE CENTER | 4630 MAIL SERVICE CENTER | RALEIGH | NC | 27699 | NONE | 501(C)(3) | UNRESTRICTED | $50,000 |
| NC MUSEUM OF HISTORY FOUNDATION | |||||||||
| NC MUSEUM OF HISTORY FOUNDATION | P O BOX 25937 | P O BOX 25937 | RALEIGH | NC | 27611 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| NC POTTERY MUSEUM INC | |||||||||
| NC POTTERY MUSEUM INC | P O BOX 531 | P O BOX 531 | SEAGROVE | NC | 27341 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 27695 | NONE | 501(C)(3) | COLLEGE OF EDUCATION | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 27695 | NONE | 501(C)(3) | COLLEGE OF HUMANITIES & SOCIAL SCIEN | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 27695 | NONE | 501(C)(3) | FRIDAY INSTITUTE | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 27695 | NONE | 501(C)(3) | CHANCELLOR'S DISCRETIONARY FUND | $10,000 |
| NCSU FOUNDATION INC | |||||||||
| NCSU FOUNDATION INC | CAMPUS BOX 7474 | CAMPUS BOX 7474 | RALEIGH | NC | 27695 | NONE | 501(C)(3) | GOODNIGHT SCHOLARS | $60,000 |
| NC PUBLIC RADIO - WUNC | |||||||||
| NORTH CAROLINA PUBLIC RADIO - WUNC | 120 FRIDAY CENTER DR | 120 FRIDAY CENTER DR | RALEIGH | NC | 27517 | NONE | 501(C)(3) | UNRESTRICTED | $20,000 |
| PUBLIC SCHOOL FORUM OF NC | |||||||||
| PUBLIC SCHOOL FORUM OF NC | 3739 NATIONAL DR | 3739 NATIONAL DR STE 100 | RALEIGH | NC | 27612 | NONE | 501(C)(3) | UNRESTRICTED FUNDS | $20,000 |
| REYNOLDS HOUSE INC | |||||||||
| REYNOLDS HOUSE INC | 2250 REYNOLD RD | 2250 REYNOLD RD | WINSTONSALEM | NC | 27106 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| SALVATION ARMY | |||||||||
| SALVATION ARMY | P O BOX 27584 | P O BOX 27584 | RALEIGH | NC | 276117584 | NONE | 501(C)(3) | AFTER SCHOOL TUTORING | $5,000 |
| TAMMY LYNN MEMORIAL FOUNDATION | |||||||||
| TAMMY LYNN MEMORIAL FOUNDATION INC | 730 CHAPPELL DRIVE | 739 CHAPPELL DRIVE | RALEIGH | NC | 27606 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| THE DEVELOPMENT FOUND OF NCCAT | |||||||||
| THE DEVELOPMENT FOUNDATION OF NCCAT | 276 NCCAT DRIVE | 276 NCCAT DRIVE | CULLOWHEE | NC | 28723 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 |
| THE NAVIGATORS | |||||||||
| THE NAVIGATORS | P O BOX 6000 | P O BOX 6000 | COLORADO SPRINGS | CO | 80934 | NONE | 501(C)(3) | URBAN HOPE NAVIGATORS | $5,000 |
| THE NC CENTER FOR INT'L UNDERSTANDI | |||||||||
| THE NC CENTER FOR INT'L UNDERSTANDING COUNCIL | 100 EAST SIX FORKS RD | 100 EAST SIX FORKS RD | RALEIGH | NC | 27609 | NONE | 501(C)(3) | UNRESTRICTED | $20,000 |
| TRIANGLE HIGH FIVE REGIONAL PARTNER | |||||||||
| TRIANGLE HIGH FIVE REGIONAL PARTNERSHIP | 750 S MERRITT MILL ROAD | 750 S MERRITT MILL ROAD | CHAPEL HILL | NC | 27516 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 |
| UNION INDEPENDENT SCHOOL CORP | |||||||||
| UNION INDEPENDENT SCHOOL CORP | 311 DOWD STREET | 311 DOWD STREET | DURHAM | NC | 27701 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| UNC SCHOOL OF THE ARTS FOUNDATION | |||||||||
| UNC SCHOOL OF THE ARTS FOUNDATION INC | 1533 SOUTH MAIN STREET | 1533 SOUTH MAIN STREET | WINSTON SALEM | NC | 27127 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| WAKE EDUCATION PARTNERSHIP | |||||||||
| WAKE EDUCATION PARTNERSHIP | 706 HILLSBOROUGH ST | 706 HILLSBOROUGH ST | RALEIGH | NC | 27603 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 455000 | 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 | $79,687 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $520,325 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $344,000 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ATLAS ENERGY LP | Description |
| Business Code | 480000 | BusinessCode |
| Unrelated Business Income | -$839 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | -$839 | UnrelatedBusinessIncomeAmount |
| Exclusion | $944,012 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 943173 | 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 | JAMES H GOODNIGHT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SAS CAMPUS DRIVE | AddressLine1 |
| City | CARY | City |
| State | NC | State |
| ZIP Code | 27513 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 30000000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 2000 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| JAMES H GOODNIGHT |
| ANN BAGGETT GOODNIGHT |
| LEAH A GOODNIGHT |
| SUSAN G ELLIS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIDELITY - Z85-467731 | NameOfBond |
| EOY Book Value | 3245875 | EOYBookValue |
| EOYFMV | 3301354 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | FIDELITY - Z85-467731 | NameOfStock |
| EOY Book Value | 10725677 | EOYBookValue |
| EOYFMV | 10831224 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 9964 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 8377 | USGovtSecuritiesEOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ATLAS ENERGY LP | Description |
| Revenue And Expenses Per Books | -839 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX | $27,997 | 27997 |
| FOREIGN INCOME TAX WITHHELD ON D | $88 | 88 |
Comments