BIN CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BIN CHARITABLE FOUNDATION (EIN 56-2111550)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-03-30
- IRS object ID
- 201110899349100601
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-30T14:34:53-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOND ANDERSON III CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2726 CROASDAILE DRIVE STE 103 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562111550 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIN CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | % SARAH FISH | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BINC | NameControl |
| Phone | 9193835826 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3103 BUCKINGHAM ROAD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SARAH FISH | Name |
| Title | CORP. SECRETARY | Title |
| Phone | 9193835826 | Phone |
| Date Signed | 2011-03-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BOND ANDERSON III | Name |
| Phone | 9193835826 | Phone |
| Date Prepared | 2011-03-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 11551877 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 187674 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 187674 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 187674 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 129212 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 129212 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 129212 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 2425 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 126373 | GrossSalesPrice |
| Total Revenue And Expenses | 319311 | TotalRevenueAndExpenses |
| Total Net Investment Income | 316886 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 316886 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 10000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10000 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 10000 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 100631 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 100631 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 100631 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 3366 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3366 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 3366 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 183 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 183 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 183 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 114180 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 114180 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 114180 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 579025 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 579025 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 693205 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 114180 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 114180 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 579025 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -373894 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 202706 | NetInvestmentIncome |
| Adjusted Net Income | 202706 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 22466 | CashBOY |
| Cash EOY | 39910 | CashEOY |
| Cash EOYFMV | 39910 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 267359 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 945 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 945 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 977 | PrepaidExpensesBOY |
| Investments Govt Oblig BOY | 575239 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 535239 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 775934 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 6119290 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 6370035 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8035222 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 3010743 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 2676051 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 2699866 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 9996074 | TotalAssetsBOY |
| Total Assets EOY | 9622180 | TotalAssetsEOY |
| Total Assets EOYFMV | 11551877 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 9996074 | RetainedEarningsBOY |
| Retained Earnings EOY | 9622180 | RetainedEarningsEOY |
| Total Net Assets BOY | 9996074 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9622180 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 9996074 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9622180 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 9996074 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -373894 | ExcessOfRevenueOverExpenses |
| Subtotal | 9622180 | Subtotal |
| Total Net Assets Fund Balances EOY | 9622180 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 523300 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9417617 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055566 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1160973 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 11104225 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.104552 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1061328 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 13186705 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.080485 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 388370 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10903763 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.035618 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 403505 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9827103 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041060 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.317281 | TotalDistributionRatio |
| Average Distribution Ratio | 0.063456 | AverageDistributionRatio |
| Net Noncharitable Assets | 10938715 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 694127 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2027 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 696154 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 579025 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4054 | InvestmentIncomeExciseTax |
| Subtotal | 4054 | Subtotal |
| Tax Based On Investment Income | 4054 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 74 | PenaltyForUnderpayment |
| Tax Due | 4128 | 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 |
| 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 | BOND@BONDANDERSONCPA.COM | WebsiteAddress |
| Books In Care Of Person Name | BOND ANDERSON III CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9193835826 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2726 CROASDAILE DRIVE | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DRBARBARA NEWBORG | ||||||||
| 1500 ALABAMA AVENUE | DURHAM | NC | 27705 | PRESIDENT | 10.00 | 0 | 0 | 0 |
| SARAH FISH | ||||||||
| 3103 BUCKINGHAM ROAD | DURHAM | NC | 27707 | SECRETARY | 10.00 | 0 | 0 | 0 |
| BOND ANDERSON III | ||||||||
| 2726 CROASDAILE DRIVE | DURHAM | NC | 27705 | TREASURER | 10.00 | 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 | 10706807 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 358577 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 39910 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 11105294 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 11105294 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 166579 | CashDeemedCharitable |
| Net Noncharitable Assets | 10938715 | NetNoncharitableAssets |
| Minimum Investment Return | 546936 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 546936 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4054 | TaxBasedOnInvestmentIncome |
| Total Tax | 4054 | TotalTax |
| Distributable Amount Before Adj | 542882 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 542882 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 542882 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 579025 | ExpensesAndContributions |
| Qualifying Distributions | 579025 | QualifyingDistributions |
| Adj Qualifying Distributions | 579025 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 542882 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year3 | 366934 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 608816 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 55785 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1031535 | TotalExcessDistriCarryover |
| Qualifying Distributions | 579025 | QualifyingDistributions |
| Applied To Current Year | 542882 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 36143 | RemainingDistriFromCorpus |
| Total Corpus | 1067678 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1067678 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 366934 | ExcessFromYear3 |
| Excess From Year2 | 608816 | ExcessFromYear2 |
| Excess From Year1 | 55785 | ExcessFromYear1 |
| Excess From Current Year | 36143 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| AUGUSTINE PROJECT | ||||||
| 200 HAYES ROAD | CHAPEL HILL | NC | 27517 | UNRESTRICTED | $10,000 | |
| BIG BROTHERS BIG SISTERS | ||||||
| 1001 NAVAHO DRIVE | RALEIGH | NC | 27609 | UNRESTRICTED | $10,000 | |
| CAROLINA TIGER RESCUE | ||||||
| 1940 HANKS CHAPEL ROAD | PITTSBORO | NC | 27312 | UNRESTRICTED | $3,000 | |
| CAROLINA FRIENDS SCHOOL | ||||||
| 4809 FRIENDS SCHOOL ROAD | DURHAM | NC | 27705 | UNRESTRICTED | $25,000 | |
| CHORAL SOCIETY OF DURHAM | ||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | UNRESTRICTED | $20,000 | |
| DUKE GARDENS | ||||||
| 426 ANDERSON STREET | DURHAM | NC | 27708 | UNRESTRICTED | $125,000 | |
| DURHAM CENTRAL PARK | ||||||
| 115 MARKET STREET | DURHAM | NC | 27701 | UNRESTRICTED | $3,000 | SUITE 213 |
| DURHAM LITERACY CENTER | ||||||
| PO BOX 52209 | DURHAM | NC | 27707 | UNRESTRICTED | $78,000 | |
| DURHAM NATIVITY SCHOOL | ||||||
| 7 PILTON PLACE | DURHAM | NC | 27705 | UNRESTRICTED | $30,000 | |
| ELLERBE CREEK WATERSHED | ||||||
| PO BOX 2679 | DURHAM | NC | 27705 | UNRESTRICTED | $15,000 | |
| EXECUTIVE SERVICE CORP | ||||||
| BOX 3669 | DURHAM | NC | 27710 | UNRESTRICTED | $5,000 | |
| HABITAT FOR HUMANITY | ||||||
| 215 N CHURCH STREET | DURHAM | NC | 27701 | UNRESTRICTED | $58,000 | |
| JUNIOR LEADERSHIP OF DURH | ||||||
| PO BOX 2492 | DURHAM | NC | 27715 | UNRESTRICTED | $1,500 | |
| MALLARME CHAMBER PLAYERS | ||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | UNRESTRICTED | $10,000 | |
| MANBITES DOG THEATER | ||||||
| PO BOX 402 | DURHAM | NC | 27702 | UNRESTRICTED | $3,000 | |
| MDC INC | ||||||
| PO BOX 17268 | CHAPEL HILL | NC | 27516 | UNRESTRICTED | $10,000 | |
| MUSEUM OF LIFE AND SCIENC | ||||||
| 433 MURRAY AVENUE | DURHAM | NC | 27704 | UNRESTRICTED | $12,025 | |
| NC THERAPEUTIC RIDING CTR | ||||||
| PO BOX 841 | CARRBORO | NC | 27510 | UNRESTRICTED | $3,000 | |
| RONALD MCDONALD HOUSE | ||||||
| 506 ALEXANDER AVENUE | DURHAM | NC | 27705 | UNRESTRICTED | $62,500 | |
| SEEDS | ||||||
| 706 GILBERT STREET | DURHAM | NC | 27701 | UNRESTRICTED | $7,000 | |
| URBAN MINISTRIES OF DURHA | ||||||
| 410 LIBERTY STREET | DURHAM | NC | 27702 | UNRESTRICTED | $10,000 | |
| VOLUNTEER CTR OF DURHAM | ||||||
| PO BOX 3374 | DURHAM | NC | 27702 | UNRESTRICTED | $30,000 | |
| NC BOTANICAL GARDENS | ||||||
| UNIVNC CB 3375 | CHAPEL HILL | NC | 27599 | UNRESTRICTED | $10,000 | |
| EDGE | ||||||
| 1107 HOLLOWAY STREET | DURHAM | NC | 27701 | UNRESTRICTED | $5,000 | |
| SOCIETY OF ST ANDREW | ||||||
| PO BOX 25081 | DURHAM | NC | 27705 | UNRESTRICTED | $8,000 | |
| DURHAM CHILDREN' CHOIR | ||||||
| 117 LANDSBURY DRIVE | DURHAM | NC | 27707 | UNRESTRICTED | $15,000 | |
| FOOD BANK OF CENTRAL NC | ||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | UNRESTRICTED | $5,000 | |
| ANIMAL PROTECTION SOCIETY | ||||||
| 2117 EAST CLUB BLVD | DURHAM | NC | 27704 | UNRESTRICTED | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 579025 | 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 | $187,674 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $129,212 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2425 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $316,886 | ExclusionAmount |
| Related Or Exempt Function Income | 2425 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 319311 | 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 | INDIRECT ACCOUNTING FEES | Category |
| Amount | $10,000 | Amount |
| Net Investment Income | 10000 | NetInvestmentIncome |
| Adjusted Net Income | 10000 | AdjustedNetIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| DRBARBARA NEWBORG |
| SARAH FISH |
| BOND ANDERSON III |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SALE OF SECURITIES | Name |
| Date Acquired | 2009-01 | DateAcquired |
| How Acquired | PURCHASE | HowAcquired |
| Date Sold | 2010-12 | DateSold |
| Gross Sales Price | 126373 | GrossSalesPrice |
| Basis | 123948 | Basis |
| Total Net | 2425 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SECURITIES HELD BY SMITH BARNEY | NameOfBond |
| EOY Book Value | 2676051 | EOYBookValue |
| EOYFMV | 2699866 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES HELD BY MERRILL LYNCH | NameOfStock |
| EOY Book Value | 6370035 | EOYBookValue |
| EOYFMV | 8035222 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 535239 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 775934 | USGovtSecuritiesEOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| EXPENSES | |||
| OFFICE EXPENSES | 183 | 183 | 183 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PORTFOLIO MANAGEMENT FEES | $90,631 | 90631 | 90631 |
| COMPLIANCE CONSULTING | $10,000 | 10000 | 10000 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $3,366 | Amount |
| Net Investment Income | 3366 | NetInvestmentIncome |
| Adjusted Net Income | 3366 | AdjustedNetIncome |
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