MARY D B T SEMANS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MARY D B T SEMANS FOUNDATION (EIN 58-1484629)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-16
- IRS object ID
- 201131369349101903
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds 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 | 2011-05-16T12:52:43-05:00 | 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 | JEROME N EPPING &ASSOCIATESCPASPA | 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 | 2010-01-01 | 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) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 9194935591 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1044 WEST FOREST HILLS BOULEVARD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27707 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOM KENAN | Name |
| Title | DIRECTOR | Title |
| Date Signed | 2011-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEROME N EPPING CPA | Name |
| Phone | 8038316838 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 330775 | 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 | 8827 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 8827 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 8827 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -4200 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 193822 | GrossSalesPrice |
| Total Revenue And Expenses | 4627 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8827 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 8827 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| 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 | 3072 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3072 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 3072 | OtherProfFeesAdjNetIncm |
| Interest Rev And Expnss | 9300 | InterestRevAndExpnss |
| Interest Net Invst Incm | 9300 | InterestNetInvstIncm |
| Interest Adj Net Incm | 9300 | InterestAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 249 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 124 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 124 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 125 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 210 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 105 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 105 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 105 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 15031 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13701 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 13701 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1330 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 40031 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13701 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 13701 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 26330 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -35404 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1334 | CashBOY |
| Cash EOY | 275 | CashEOY |
| Cash EOYFMV | 275 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 59883 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 18860 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 18860 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 191271 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 231433 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 255004 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 89269 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 55785 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 56636 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 341757 | TotalAssetsBOY |
| Total Assets EOY | 306353 | TotalAssetsEOY |
| Total Assets EOYFMV | 330775 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 341757 | RetainedEarningsBOY |
| Retained Earnings EOY | 306353 | RetainedEarningsEOY |
| Total Net Assets BOY | 341757 | TotalNetAssetsBOY |
| Total Net Assets EOY | 306353 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 341757 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 306353 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 341757 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -35404 | ExcessOfRevenueOverExpenses |
| Subtotal | 306353 | Subtotal |
| Total Net Assets Fund Balances EOY | 306353 | 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 |
|---|---|---|---|---|---|---|---|
| 2245.102 SHS T ROWE PRICE INTERNATIONAL BOND FUND | P | 2009-08-19 | 2010-05-14 | 20807 | 21901 | -1094 | -1094 |
| 26 SHS ISHARES MSCI EAFE INDEX FUND | P | 2010-04-27 | 2010-05-14 | 1293 | 1449 | -156 | -156 |
| 266 SHS ISHARES MSCI EAFE INDEX FUND | P | 2010-04-27 | 2010-05-14 | 13231 | 14827 | -1596 | -1596 |
| 5432.936 SHS T ROWE PRICE SHORT TERM BOND FUND | P | 2010-04-27 | 2010-07-28 | 26408 | 26429 | -21 | -21 |
| 2777.048 SHS BRIDGEWAY BLUE-CHIP 35 INDEX FUND | P | 2008-05-05 | 2010-04-27 | 19581 | 22522 | -2941 | -2941 |
| 226 SHS ISHARES LEHMAN MBS BOND FUND | P | 2008-09-08 | 2010-04-27 | 24176 | 23376 | 800 | 800 |
| 22 SHS ISHARES LEHMAN MBS BOND FUND | P | 2008-09-08 | 2010-04-27 | 2353 | 2276 | 77 | 77 |
| 100 SHS ISHARES LEHMAN MBS BOND FUND | P | 2008-09-08 | 2010-04-27 | 10697 | 10343 | 354 | 354 |
| 16 SHS ISHARES LEHMAN MBS BOND FUND | P | 2008-09-08 | 2010-04-27 | 1712 | 1655 | 57 | 57 |
| 98 SHS RYDEX RUSSELL TOP 50 ETF | P | 2008-05-01 | 2010-04-27 | 8578 | 10278 | -1700 | -1700 |
| 100 SHS RYDEX RUSSELL TOP 50 ETF | P | 2008-05-01 | 2010-04-27 | 8753 | 10487 | -1734 | -1734 |
| 89 SHS RYDEX RUSSELL TOP 50 ETF | P | 2008-11-04 | 2010-04-27 | 7790 | 7027 | 763 | 763 |
| 335 SHS RYDEX RUSSELL TOP 50 ETF | P | 2008-11-04 | 2010-04-27 | 29321 | 26449 | 2872 | 2872 |
| 178 ISHARES LEHMAN TREAS INFLATION PROTECTED SECS FUND | P | 2008-05-01 | 2010-07-28 | 18816 | 19003 | -187 | -187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -4200 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3273 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 318625 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.010272 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 22467 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 377654 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059491 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 28264 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 461500 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061244 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 27074 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 448817 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.060323 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 25762 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 444001 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058022 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249352 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04987 | AverageDistributionRatio |
| Net Noncharitable Assets | 336419 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16777 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16777 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 26330 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Subtotal | 0 | Subtotal |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | 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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS C ZINN | ||||||||
| 1044 WEST FOREST HILLS BLVD | DURHAM | NC | 27707 | DIRECTOR | 5.0 | 0 | 0 | 0 |
| MELVIN THRASH | ||||||||
| 2023 FAIRMONT DRIVE | SAN MATEO | CA | 94402 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| JAMES D SEMANS | ||||||||
| 602 EAST ROSEMARY ST | CHAPEL HILL | NC | 27514 | SECRETARY | 1.0 | 0 | 0 | 0 |
| JENNY SEMANS KOORTBOJIAN | ||||||||
| 114 HILTON AVE | DURHAM | NC | 27707 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| THOMAS S KENAN III | ||||||||
| P O BOX 4150 | CHAPEL HILL | NC | 27515 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| BETH S HUBBARD | ||||||||
| 3212 NICHOLS CANYON ROAD | LOS ANGELES | CA | 90046 | PRESIDENT | 1.0 | 0 | 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 | 340140 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1402 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 341542 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 341542 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5123 | CashDeemedCharitable |
| Net Noncharitable Assets | 336419 | NetNoncharitableAssets |
| Minimum Investment Return | 16821 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 16821 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 16821 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 16821 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 16821 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 26330 | 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 | 26330 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 26330 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 16821 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 1461 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 5957 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4132 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 11550 | TotalExcessDistriCarryover |
| Qualifying Distributions | 26330 | QualifyingDistributions |
| Applied To Current Year | 16821 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9509 | RemainingDistriFromCorpus |
| Total Corpus | 21059 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 21059 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1461 | ExcessFromYear4 |
| Excess From Year3 | 5957 | ExcessFromYear3 |
| Excess From Year2 | 4132 | ExcessFromYear2 |
| Excess From Current Year | 9509 | ExcessFromCurrentYear |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| CARING HOUSE INC | ||||||||
| 2625 PICKETT ROAD | DURHAM | NC | 27705 | NONE | PUBLIC | SUPPORT OF SERVICES FOR DUKE COMPREHENSIVE CANCER CENTER PATIENTS AND THEIR CAREGIVERS | $4,250 | |
| EL FUTURO INC | ||||||||
| 136 E CHAPEL HILL ST | DURHAM | NC | 27701 | NONE | PUBLIC | SUPPORT OF MENTAL HEALTH SERVICES FOR TEN CHILDREN AND THEIR FAMILIES | $5,000 | |
| FAMILY HEALTH MINISTRIES INC | ||||||||
| 2344 OPERATIONS DRIVE STE 201 | DURHAM | NC | 27705 | NONE | PUBLIC | SUPPORT OF THE BLANCHARD HEALTH CLINIC IN HAITI | $5,000 | |
| HOUSE OF MERCY INC | ||||||||
| 701 MERCY DRIVE | BELMONT | NC | 28012 | NONE | PUBLIC | SUPPORT OF SERVICES FOR PERSONS LIVING WITH ADVANCED AIDS WHO FACE HOMELESSNESS | $4,250 | |
| NO RULES THEATRE COMPANY | ||||||||
| SOUTHEAST STATION | WASHINGTON | DC | 20003 | NONE | PUBLIC | SUPPORT TO MAINTAIN A BRIDGE FOR ALUMNI FROM TEH UNCSA INTO THE PROFESSIONAL WORLD OF THEATRE IN WINSTON-SALEM, NC AND WASHINGTON, DC | $2,500 | PO BOX 15332 |
| SOUTHWEST VIRGINIA COMMUNITY COLLGE EDUCATIONAL FO | ||||||||
| KING COMMUNITY CENTER | CEDAR BLUFF | VA | 24609 | NONE | PUBLIC | SUPPORT OF THE 2011 FESTIVAL, OUR FRENCH CONNECTIONS | $2,000 | 786 COMMUNITY COLLEGE ROAD |
| THE TRIANGLE NEW SCHOOL FOUNDATION | ||||||||
| 1300 ST MARYS ST SUITE 500 | RALEIGH | NC | 27605 | NONE | PUBLIC | SUPPORT OF CELEBRATE INCLUSION!, A PARTNERSHIP WITH MARBLES KIDS MUSEUM TO TRANSFORM THE MUSEUM EXPERIENCE FOR CHILDREN WITH SEVERE COMMUNICATION AND PHYSICAL DISABILITIES | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25000 | 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 | $8,827 | 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 | -$4,200 | 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 | $4,627 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4627 | 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 | AUDIT AND 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (5 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TROWE PRICE SHORT TERM BOND FD | 27250 | 27226 |
| ISHARES BARCLAYS TIPS BOND | 0 | 0 |
| ISHARES BARCLAYS MBS FIXED RAT | 0 | 0 |
| T ROWE PRICE INTL BOND FUND | 10715 | 10929 |
| PIMCO DEVELOPING LOCAL MKTS FD | 17820 | 18481 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (8 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| BRIDGEWAY BLUE CHIP 35 INDEX F | 38864 | 36296 |
| PIMCO ALL ASSET ALL AUTH FD | 45635 | 44379 |
| RYDEX ETF RUSSELL TOP 50 | 25383 | 36337 |
| SPDR TRUST UNIT SR 1 EXP 2118 | 46883 | 55707 |
| LAZARD EMERGING MKTS PORTFOLIO | 16308 | 22889 |
| ANNALY CAPITAL MANAGEMENT REIT | 28516 | 28600 |
| BARCLAYS GEMS ASIA 8 ETNF | 10725 | 10827 |
| ISHARES TR MSCI EAFE FD | 19119 | 19969 |
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 | 210 | RevenueAndExpensesPerBooks |
| Net Investment Income | 105 | NetInvestmentIncome |
| Adjusted Net Income | 105 | AdjustedNetIncome |
| Disbursements Charitable Prps | 105 | 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 | $3,072 | Amount |
| Net Investment Income | 3072 | NetInvestmentIncome |
| Adjusted Net Income | 3072 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
Comments