GEORGE & FRANCES LONDON EDUCATIONAL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE & FRANCES LONDON EDUCATIONAL FOUNDATION (EIN 58-2233144)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-12
- IRS object ID
- 201243179349100134
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-12T14:45:57-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561734188 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANNING FULTON & SKINNER PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 20389 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 276190389 | 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 | 582233144 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND FRANCES LONDON EDUCATIONAL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 9197878880 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 20389 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 276190389 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID D DAHL | Name |
| Title | TRUSTEE | Title |
| Phone | 9197878880 | Phone |
| Date Signed | 2012-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEBORAH L HILDEBRAN | Name |
| PTIN | P01340297 | PTIN |
| Phone | 9197878880 | Phone |
| 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 | 5916953 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 199 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 199 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 227727 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 227727 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 73441 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2065928 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 73441 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 301367 | TotalRevenueAndExpenses |
| Total Net Investment Income | 301367 | 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 |
| Legal Fees Rev And Expnss | 40831 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 40831 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 149 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 149 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 40980 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 40980 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 330000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 330000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 370980 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 40980 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 330000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -69613 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 260387 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 55237 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 44938 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 55237 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 5563788 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5866960 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5472384 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 364175 | InvestmentsOtherBOY |
| Investments Other EOY | 0 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 389332 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 0 | OtherAssetsBOY |
| Other Assets EOY | 1689 | OtherAssetsEOY |
| Other Assets EOYFMV | 0 | OtherAssetsEOYFMV |
| Total Assets BOY | 5983200 | TotalAssetsBOY |
| Total Assets EOY | 5913587 | TotalAssetsEOY |
| Total Assets EOYFMV | 5916953 | 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 | 5983200 | RetainedEarningsBOY |
| Retained Earnings EOY | 5913587 | RetainedEarningsEOY |
| Total Net Assets BOY | 5983200 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5913587 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5983200 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5913587 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5983200 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -69613 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5913587 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5913587 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 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 |
|---|---|---|---|---|---|---|---|
| KINDER MORGAN ENERGY PARTNERS LP | P | 2010-05-19 | 2011-08-09 | 97683 | 94228 | 3455 | 3455 |
| PLAINS ALL MERICAN PIPELINE LP | P | 2010-05-19 | 2011-08-09 | 92013 | 84423 | 7590 | 7590 |
| ENERGY TRANSFER PARTNERS LP | P | 2010-05-19 | 2011-08-09 | 86879 | 92406 | -5527 | -5527 |
| ALLIANCEBERNSTEIN HOLDING LP | P | 2010-05-19 | 2011-08-09 | 44512 | 93118 | -48606 | -48606 |
| 3,091.5270 UNITS AMERICAN BOND FUND OF AMERICA | P | 2011-01-25 | 2011-12-05 | 38768 | 20512 | 18256 | 18256 |
| 1,500 SHARES EMERSON ELECTRIC CO | P | 2004-03-08 | 2011-12-05 | 77407 | 47595 | 29812 | 29812 |
| 1,000 SHARES EMERSON ELECTRIC CO | P | 2004-03-08 | 2011-12-14 | 48366 | 31730 | 16636 | 16636 |
| 5,000 SHARES GENUINE PARTS CO | P | 2009-09-25 | 2011-11-23 | 269929 | 185797 | 84132 | 84132 |
| 2,000 SHARES PROGRESS ENERGY INC | P | 2006-12-20 | 2011-02-23 | 89879 | 99549 | -9670 | -9670 |
| 2,000 SHARES PFIZER INC | P | 2008-04-21 | 2011-07-12 | 39455 | 41017 | -1562 | -1562 |
| 2,000 SHARES PFIZER INC | P | 2008-04-21 | 2011-08-09 | 33559 | 41017 | -7458 | -7458 |
| 2,500 SHARES PFIZER INC | P | 2010-08-02 | 2011-08-09 | 41961 | 38952 | 3009 | 3009 |
| 87,151 UNITS AMERICAN BOND FUND | P | 2008-05-19 | 2011-08-09 | 1092859 | 1122143 | -29284 | -29284 |
| CAPITAL GAINS DIVIDENDS | P | 12658 | 12658 | 12658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 73441 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 316775 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5650238 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056064 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 323175 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5240135 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.061673 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 283937 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6297292 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.045089 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 325000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6440172 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050464 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 137500 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4008469 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.034302 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.247592 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049518 | AverageDistributionRatio |
| Net Noncharitable Assets | 5693299 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 281921 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2604 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 284525 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 330000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2604 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2604 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2604 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 9912 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 9912 | TotalCreditsAndPayments |
| Overpayment | 7308 | Overpayment |
| Amount Credited To Next Year | 7308 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | 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 | NONE | WebsiteAddress |
| Books In Care Of Person Name | DAVID D DAHL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9197878880 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3605 GLENWOOD AVENUE SUITE 500 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 | 1 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FRANCES P LONDON | ||||||||
| 3222 BERMUDA VILLAGE DRIVE | ADVANCE | NC | 27006 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DAVID D DAHL | ||||||||
| POST OFFICE BOX 20389 | RALEIGH | NC | 276190389 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| SANDRA MARTIN CLARK | ||||||||
| POST OFFICE BOX 20389 | RALEIGH | NC | 276190389 | TRUSTEE | 0.00 | 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 | 5696162 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 83837 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5779999 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5779999 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 86700 | CashDeemedCharitable |
| Net Noncharitable Assets | 5693299 | NetNoncharitableAssets |
| Minimum Investment Return | 284665 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 284665 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2604 | TaxBasedOnInvestmentIncome |
| Total Tax | 2604 | TotalTax |
| Distributable Amount Before Adj | 282061 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 282061 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 282061 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 330000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 330000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2604 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 327396 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 282061 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 27668 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 67318 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 40327 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 135313 | TotalExcessDistriCarryover |
| Qualifying Distributions | 330000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 282061 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 47939 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 183252 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 183252 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 27668 | ExcessFromYear4 |
| Excess From Year2 | 67318 | ExcessFromYear2 |
| Excess From Year1 | 40327 | ExcessFromYear1 |
| Excess From Current Year | 47939 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANCES P LONDON | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID D DAHL | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE BOX 20389 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27619 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9197878880 | RecipientPhoneNumber |
| Form And Info And Materials | SEE COPY OF ATTACHED APPLICATION. | FormAndInfoAndMaterials |
| Submission Deadlines | SPRING OF HIGH SCHOOL SENIOR'S ACADEMIC YEAR. | SubmissionDeadlines |
| Restrictions On Awards | SEE ATTACHED "LONDON SCHOLARSHIP GUIDELINES". | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (45 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ABBY WRENN ANDERSON | ||||||||
| POST OFFICE BOX 492 | ENGLEHARD | NC | 27824 | NONE | INDIVIDUAL | SCHOLARSHIP - EAST CAROLINA UNIVERSITY | $7,500 | |
| ALEXANDER ROBERT WALTERS | ||||||||
| 400 GUEST LANE | HAYESVILLE | NC | 28904 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 | |
| ALEXANDRA ELIZABETH TAVENIER | ||||||||
| 87 1/2 PARK AVENUE | DELAWARE | OH | 43015 | NONE | INDIVIDUAL | SCHOLARSHIP: OHIO WESLEYAN UNIVERSITY | $7,500 | |
| ALLAN JAVON EVANS | ||||||||
| 2088 MCNEIL FARM ROAD | RAEFORD | NC | 28376 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 | |
| ALONZO MASON MARTIN | ||||||||
| 26 STONEWALL DRIVE | ROANOKE RAPIDS | NC | 27870 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 | |
| AMANDA JANE COLLINS | ||||||||
| 71 GROUND SQUIRREL PLACE | ROBBINSVILLE | NC | 28771 | NONE | INDIVIDUAL | SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY | $7,500 | |
| ASHLEY NICOLE JARRELL | ||||||||
| 3233 SAM POWELL DAIRY ROAD | ROANOKE RAPIDS | NC | 27870 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA A&T STATE UNIVERSITY | $7,500 | |
| BRITTANY NICOLE TANN | ||||||||
| 450 BIG MARY ROAD | WINTON | NC | 27986 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERISTY OF NORTH CAROLINA, CHAPEL H | $7,500 | |
| BRUCE WALTER RIDDELL | ||||||||
| 246 QUEBEC ROAD | HARRELLSVILLE | NC | 27942 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 | |
| CALVIN L FITTS JR | ||||||||
| 712 ODELL LITTLETON ROAD | LITTLETON | NC | 27850 | NONE | INDIVIDUAL | SCHOLARSHIP: ELIZABETH CITY STATE UNIVERSITY | $7,500 | |
| CHRISTIAN MICHAEL LILLEY | ||||||||
| 249 NC HIGHWAY 305 | WINDSOR | NC | 27983 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $3,750 | |
| CRYSTAL NICOLE MARTIN | ||||||||
| 610 KERR LAKE COLE BRIDGE ROAD | NORLINA | NC | 27563 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 | |
| DARRILYN SARANDA FISHER | ||||||||
| 326 GREENTREE DRIVE | RAEFORD | NC | 28376 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERISTY OF NORTH CAROLINA, CHAPEL H | $7,500 | |
| DEANNA ASHLEY TENNEY | ||||||||
| 1529 NC HIGHWAY 305 | AULANDER | NC | 27805 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERISTY OF NORTH CAROLINA, CHAPEL H | $7,500 | |
| DENZEL KADEEM CUMMINGS | ||||||||
| 12761 WOODBRIDGE DRIVE | LAURINBURG | NC | 28352 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF PENNSYLVANIA | $7,500 | |
| DEVIN RAY WORLEY | ||||||||
| 151 EULON LOOP | RAEFORD | NC | 28376 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 | |
| ERIC SCOTT ROUNTREE | ||||||||
| 414 WOODVILLE ROAD | HERTFORD | NC | 27944 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 | |
| HANNAH IVA ECK | ||||||||
| 2418 LOWER TUSKEEGEE ROAD | ROBBINSVILLE | NC | 28771 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 | |
| HENRY LAMAR GREENE | ||||||||
| 1984 US HIGHWAY 301 NORTH | GARYSBURG | NC | 27831 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERISTY OF NORTH CAROLINA, CHAPEL H | $7,500 | |
| JEDDIDIAH WAYNE DUKE GRIFFIN | ||||||||
| 280 CRYSTAL CREEK LANE | WHITTIER | NC | 28789 | NONE | INDIVIDUAL | SCHOLARSHIP - CARSON NEWMAN COLLEGE | $7,500 | |
| JENNA LEIGH WOOD | ||||||||
| 2062 RIVERSHORE ROAD | ELIZABETH CITY | NC | 27909 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 | |
| JENNY REBECCA BURTON | ||||||||
| 114 US 1 SOUTH | NORLINA | NC | 27563 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 | |
| JESSICA ADRIENNE MCCANN | ||||||||
| 1191 FARROWFORK ROAD | ENGLEHARD | NC | 27889 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 | |
| JOSEPH FRANKLIN CHESTNUT | ||||||||
| POST OFFICE BOX 517 | OCRACOKE | NC | 27960 | NONE | INDIVIDUAL | SCHOLARSHIP - GEORGE WASHINGTON UNIVERSITY | $7,500 | |
| JUSTIN DONTAE RICHARDSON | ||||||||
| 1065 HIGHWAY 43 | MACON | NC | 27551 | NONE | INDIVIDUAL | SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY | $7,500 | |
| KENDALL JAMES SPAUGH | ||||||||
| 484 BAGLEY SWAMP ROAD | HERTFORD | NC | 27944 | NONE | INDIVIDUAL | SCHOLARSHIP - GROVE CITY COLLEGE | $7,500 | |
| KRISTEN LEIGH MARTIN | ||||||||
| 573 URIAH MARTIN ROAD | CONWAY | NC | 27820 | NONE | INDIVIDUAL | SCHOLARSHIP - EAST CAROLINA UNIVERSITY | $7,500 | |
| LYDIA JAYNE HARRELL | ||||||||
| 905 RIVERSIDE AVENUE | ELIZABETH CITY | NC | 27909 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 | |
| MAGGIE KASSANDRA BELANGIA | ||||||||
| 616 WAKELON ROAD | WINDSOR | NC | 27983 | NONE | INDIVIDUAL | SCHOLARSHIP - ELIZABETH CITY STATE UNIVERSITY | $7,500 | |
| MAGGIE SUE MILLS | ||||||||
| 2073 SETTAWIG ROAD | BRASSTOWN | NC | 28902 | NONE | INDIVIDUAL | SCHOLARSHIP - MARS HILL COLLEGE | $7,500 | |
| MICHELLE DAWN CARTWRIGHT | ||||||||
| POST OFFICE BOX 742 | OCRACOKE | NC | 27960 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERISTY OF NORTH CAROLINA, CHAPEL H | $7,500 | |
| NICHOLAS G KREBS | ||||||||
| 1001 MEADOW DRIVE | ELIZABETH CITY | NC | 27909 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 | |
| PATRICIA MARIBELLA EARLEY | ||||||||
| 5171 HIGHWAY 28 SOUTH | BRYSON CITY | NC | 28713 | NONE | INDIVIDUAL | SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY | $7,500 | |
| PATRICK CHASE MACCOURTNEY | ||||||||
| POST OFFICE BOX 2396 | CHEROKEE | NC | 28719 | NONE | INDIVIDUAL | SCHOLARSHIP - BRIGHAM YOUNG UNIVERSITY | $7,500 | |
| SARAH COLEMAN DUNCAN | ||||||||
| 209 SYCAMORE FARM ROAD | MACON | NC | 27551 | NONE | INDIVIDUAL | SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY | $7,500 | |
| SETH DOUGLAS CROCKETT | ||||||||
| 189 HORNET DRIVE | WHITTIER | NC | 28789 | NONE | INDIVIDUAL | SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY | $7,500 | |
| SHANEEQUA LORRAINE SHYRIER | ||||||||
| 113 DIVINE STREET POST OFFICE BOX | LITTLETON | NC | 27850 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERISTY OF NORTH CAROLINA, CHAPEL H | $7,500 | 71 |
| STARKEYA LATRELL VINSON | ||||||||
| 353 NC 11 NORTH | AHOSKIE | NC | 27910 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERISTY OF NORTH CAROLINA, CHAPEL H | $7,500 | |
| STEPHANIE NICOLE JAMES | ||||||||
| POST OFFICE BOX 1512 1704 UPPER | ROBBINSVILLE | NC | 28771 | NONE | INDIVIDUAL | SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY | $3,750 | MOUNTAIN CREEK RD |
| STEPHEN WAYNE PARKER | ||||||||
| 238 WASHINGTON DRIVE | HERTFORD | NC | 27944 | NONE | INDIVIDUAL | SCHOLARSHIP - EAST CAROLINA UNIVERSITY | $7,500 | |
| THOMAS WILLIAM KELLY | ||||||||
| 126 STEWART DRIVE | HAYESVILLE | NC | 28904 | NONE | INDIVIDUAL | SCHOLARSHIP - CLEMSON UNIVERSITY | $7,500 | |
| TIANNA MIRIE WILLIAMS | ||||||||
| 2174 PARKTOWN ROAD | WARRENTON | NC | 27589 | NONE | INDIVIDUAL | SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL | $7,500 | |
| TYLER BERTON VAUGHN | ||||||||
| 592 HIGHWAY 60 | MURPHY | NC | 28906 | NONE | INDIVIDUAL | SCHOLARSHIP - TROY UNIVERSITY | $7,500 | |
| TYLER PHILIP PRIOR | ||||||||
| 500 LAKEVIEW DRIVE | MURFREESBORO | NC | 27855 | NONE | INDIVIDUAL | SCHOLARSHIP - ELIZABETH CITY STATE UNIVERSITY | $7,500 | |
| TYLER THOMAS AUFFLHAMMER | ||||||||
| 220 COCHRANS CREEK ROAD | ROBBINSVILLE | NC | 28771 | NONE | INDIVIDUAL | SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 330000 | 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 | $199 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $227,727 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $73,441 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $301,367 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 301367 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (37 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALTRIA GROUP INC | 4901 | 24620 |
| AMERICAN BOND FUND OF AMERICA | 2 | 1077771 |
| ANADARKO PETE CORP | 63183 | 76160 |
| AT&T INC | 96637 | 117520 |
| BANK OF AMERICA | 182030 | 54694 |
| BANK OF AMERICA CONV PREF | 254164 | 220103 |
| BANK OF AMERICA NEW MONEY SER D | 229105 | 215100 |
| BLACKROCK GLOBAL ALLOCATION FUND C | 81547 | 0 |
| BP PLC | 110001 | 88340 |
| CENTURYLINK INC | 176068 | 69255 |
| CHEVRON CORP | 133560 | 164250 |
| CONOCOPHILLIPS | 73080 | 68100 |
| DAVIS FINANCIAL FUND | 108038 | 102255 |
| DEERE CO | 101395 | 0 |
| DELAWARE DIVERSIFIED FLTG RATE FUND | 503860 | 0 |
| DELAWARE LIMITED TERM DIVERIFIED INCOME FD | 510725 | 0 |
| EMERSON ELEC CO | 47595 | 228680 |
| EXXON MOBIL CORPORATION | 26660 | 87744 |
| GENUINE PARTS CO | 0 | 259700 |
| GLAXOSMITHKLINE PLC ADR | 198577 | 196100 |
| INTERNATIONAL BUSINESS MACHINES | 49559 | 88056 |
| IVY ASSET STRATEGY FUND CL C | 402168 | 454592 |
| J P MORGAN INCOME BUILDER FUND | 345721 | 342805 |
| J. P. MORGAN CHASE & CO | 143964 | 148470 |
| LINCOLN NATIONAL CORP IND | 78650 | 49947 |
| MARATHON OIL CORP | 92854 | 148120 |
| MARATHON PETROLEUM CORP | 62811 | 0 |
| MERCK & CO INC | 108679 | 216240 |
| PFIZER INC | 0 | 113815 |
| PHILLIP MORRIS INTERNATIONAL | 11168 | 58530 |
| PIMCO GLOBAL MULTI ASSET FUND | 279212 | 276175 |
| PROGRESS ENERGY INC | 0 | 86960 |
| SEADRILL LTD | 114166 | 0 |
| TECK RESOURCES LTD CL B | 106987 | 0 |
| TORTOISE ENERGY CAPITAL | 337177 | 0 |
| UNITED TECHS CORP | 248622 | 314880 |
| WELLS FARGO & CO NEW | 584094 | 123402 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ALLIANCEBERNSTEIN HLDG LP | FMV | 0 | 74656 |
| ENERGY TRANSFER PARTNERS LP | FMV | 0 | 108822 |
| KINDER MORGAN ENERGY PARTNERS LP | FMV | 0 | 105390 |
| PLAINS ALL AMERICAN PIPELINE LP | FMV | 0 | 100464 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANNING, FULTON & SKINNER, P.A. | Category |
| Amount | $40,831 | Amount |
| Net Investment Income | 40831 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS RECEIVABLE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 1689 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WELLS FARGO BANK FEES | 24 | 24 | 0 |
| MERRILL LYNCH CMA FEES | 125 | 125 | 0 |
Comments