NIVISON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NIVISON FAMILY FOUNDATION (EIN 81-0657168)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-12
- IRS object ID
- 202011339349101116
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-12T14:45:14-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562059695 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER GUESS CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 BRADY COURT | AddressLine1Txt |
| City | CARY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27511 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810657168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIVISON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARTHUR E NIVISON | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NIVI | BusinessNameControlTxt |
| Phone | 9198728885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4104 ATLANTIC AVE NO 140 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR E NIVISON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9198728885 | PhoneNum |
| Signature | 2020-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E COBB CPA | PreparerPersonNm |
| PTIN | P00309633 | PTIN |
| Phone | 9193807450 | PhoneNum |
| Preparation | 2020-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.199.157.42 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-08 | IPDt |
| IP Tm | 14:28:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4BEB8363D6A51173AD4710C3CE4153BE9FEFF200 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4BEB8363D6A51173AD4710C3CE4153BE9FEFF200 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,780,353 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $64,093 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $64,093 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $250,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $250,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$222,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,176,429 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $93,003 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $315,090 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $97,179 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $85,239 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,342 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,717 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $674 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $104,195 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $452,857 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $452,857 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $557,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,857 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$464,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $226,134 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,796 | CashBOYAmt |
| Cash EOY | $639,289 | CashEOYAmt |
| Cash EOYFMV | $639,289 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,839,960 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,839,960 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,839,960 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $733,685 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,987,989 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,301,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $872,481 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,467,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,780,353 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $17,058,806 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $872,481 | RetainedEarningBOYAmt |
| Retained Earning EOY | $408,432 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $872,481 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,467,238 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $872,481 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,467,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $872,481 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$464,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,058,806 | OtherIncreasesAmt |
| Subtotal | $17,467,238 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,467,238 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML-02204 9000 SH AT&T | P | 2019-02-01 | 2019-04-26 | $274,134 | $270,371 | $3,763 | $3,763 |
| ML-02204 900 SH BOEING | P | 2019-02-01 | 2019-04-18 | $342,614 | $348,360 | -$5,746 | -$5,746 |
| ML-02204 2000 SH COREVA INC REG | P | 2019-02-01 | 2019-08-14 | $56,673 | $57,728 | -$1,055 | -$1,055 |
| ML-02204 11000 SH CISCO SYSTEM | P | 2019-02-01 | 2019-12-27 | $526,009 | $539,795 | -$13,786 | -$13,786 |
| ML-02204 2000 SH DOW INC | P | 2019-02-01 | 2019-08-14 | $88,264 | $104,266 | -$16,002 | -$16,002 |
| ML-02204 2000 SH DUPONT DE NEMOURS | P | 2019-02-01 | 2019-08-14 | $131,982 | $159,126 | -$27,144 | -$27,144 |
| ML-02204 5000 SH EXXON MOBILE | P | 2019-02-01 | 2019-09-23 | $349,972 | $376,191 | -$26,219 | -$26,219 |
| ML-02204 2500 SH RAYTHEON | P | 2019-02-01 | 2019-10-08 | $482,702 | $415,104 | $67,598 | $67,598 |
| ML-02204 6200 SH ROYAL DUTCH SHELL | P | 2019-04-18 | 2019-09-23 | $362,850 | $399,322 | -$36,472 | -$36,472 |
| ML-02204 1900 SH SIMON PROPERTY GROUP | P | 2019-02-01 | 2019-10-08 | $278,575 | $339,503 | -$60,928 | -$60,928 |
| ML-02204 1500 SH ANTHEM INC | P | 2019-04-26 | 2019-10-08 | $354,389 | $437,682 | -$83,293 | -$83,293 |
| ML-02204 1800 SH 3M COMPANY | P | 2019-02-01 | 2019-04-26 | $342,947 | $362,504 | -$19,557 | -$19,557 |
| ML-02204 1300 SH UNITED HEALTH | P | 2019-02-01 | 2019-04-18 | $286,885 | $348,563 | -$61,678 | -$61,678 |
| ML-02204 200 SH BOEING INC | P | 2017-10-23 | 2019-04-18 | $76,136 | $52,611 | $23,525 | $23,525 |
| ML-02204 200 SH GENERAL DYNAMICS | P | 2017-01-19 | 2019-04-18 | $35,135 | $35,324 | -$189 | -$189 |
| ML-02204 200 SH RAYTHEON CO | P | 2016-06-27 | 2019-10-08 | $38,616 | $27,010 | $11,606 | $11,606 |
| ML-02204 200 SH ANTHEM INC | P | 2018-04-18 | 2019-10-08 | $47,252 | $46,080 | $1,172 | $1,172 |
| ML-02204 300 SH 3M COMPANY | P | 2015-08-18 | 2019-04-26 | $57,158 | $44,448 | $12,710 | $12,710 |
| ML-02204 100 SH UNITEDHEALTH | P | 2015-07-17 | 2019-04-18 | $22,068 | $12,405 | $9,663 | $9,663 |
| ML-02204 100 SH UNITEDHEALTH | P | 2017-12-15 | 2019-04-18 | $22,068 | $22,123 | -$55 | -$55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$222,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $275,653 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $991,280 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.278078 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $258,516 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,317,474 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.196221 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $283,565 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,397,575 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.202898 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $277,218 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,513,301 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.183188 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $280,005 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,799,389 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.155611 | DistributionYr5Rt |
| Total Distribution | 1.015996 | TotalDistributionRt |
| Average Distribution | 0.203199 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,623,638 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $329,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,261 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $332,183 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $452,857 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,181 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR E NIVISON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9198728885 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4104 ATLANTIC AVENUE SUITE 140 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A E NIVISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4104 ATLANTIC AVE SUITE 140 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,648,363 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,648,363 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,648,363 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,725 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,623,638 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,182 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,182 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,261 | TotalTaxAmt |
| Distributable Before Adj | $78,921 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $78,921 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $78,921 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,857 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $452,857 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,261 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $450,596 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $194,622 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202,435 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $214,254 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $193,620 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $228,221 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,033,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $452,857 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,921 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $373,936 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,407,088 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $194,622 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,212,466 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202,435 | ExcessFromYear4Amt |
| Excess From Year3 | $214,254 | ExcessFromYear3Amt |
| Excess From Year2 | $193,620 | ExcessFromYear2Amt |
| Excess From Year1 | $228,221 | ExcessFromYear1Amt |
| Excess From Current Year | $373,936 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2005-03-22 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION - EASTERN NORTH CAROLINA CHAPTER | ||||||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 3131 RDU CENTER DR SUITE 100 | MORRISVILLE | NC | 27560 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED | $2,500 | ||||
| BEYOND IMAGINATION | ||||||||||
| PO BOX 28294 | RALEIGH | NC | 27615 | NONE | 2019 CONTRIBUTION TO GENERAL FUND | $3,000 | ||||
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | ||||||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED20192019 CONTRIBUTION TO BGEA GENERAL FUND | $5,500 | ||||
| BOYS & GIRLS CLUB OF RALEIGH | ||||||||||
| 701 NORTH RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| BOYS & GIRLS HOMES FOR CHILDREN | ||||||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| CATHOLIC CHARITIES | ||||||||||
| 3000 HIGHWOODS BLVD | RALEIGH | NC | 27604 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED2018 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| CHILD EVANGELISM FELLOWSHIP | ||||||||||
| PO BOX 348 | WARRENTON | OH | 63383 | NONE | 2019 CHILD EVANGELISM FELLOWSHIP | $3,000 | ||||
| CHRIST BAPTIST CHURCH | ||||||||||
| 400 NEWTON RD | RALEIGH | NC | 27615 | NONE | 2019 CBC MISSIONS AND BENEVOLENCES PROGRAMS | $11,500 | ||||
| DEMENTIA ALLIANCE OF NC | ||||||||||
| 9131 ANSON WAY STE 206 | RALEIGH | NC | 27615 | NONE | 2019 CONTRIBUTION TO GENERAL FUND | $3,000 | ||||
| DOCTOR'S WITHOUT BORDERS | ||||||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | 2019 ANNUAL FUNDS WHERE MOST NEEDED | $9,000 | ||||
| DURHAM RESCUE MISSION | ||||||||||
| PO BOX 11858 | DURHAM | NC | 21858 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED | $8,000 | ||||
| FOOD BANK OF NC | ||||||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED | $5,000 | ||||
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||||
| PO BOX 1167 | AMERICUS | GA | 31709 | NONE | 2019 GENERAL CONTRIBUTION | $4,500 | ||||
| HAITI OUTREACH MINISTRIES | ||||||||||
| 725 REDDING RD | SUMNER | ME | 04292 | NONE | 2019 CONTRIBUTION WHERE MOST NEEDED | $5,000 | ||||
| HOPE REINS | ||||||||||
| 8420 WAKE FOREST HIGHWAY | RALEIGH | NC | 27613 | NONE | 2019 CONTRIBUTION | $5,000 | ||||
| JDRF - TRIANGLEEASTERN NC | ||||||||||
| 5510 SIX FORKS RD STE 107 | RALEIGH | NC | 27609 | NONE | IN RECOGNITION OF TRINITY MARTZ | $2,500 | ||||
| MEALS ON WHEELS | ||||||||||
| PO BOX 37639 | RALEIGH | NC | 27627 | NONE | 2019 CONTRIBUTION TO POST HOSPITAL, REHAB AND SENIOR MEAL PROGRAMS | $8,000 | ||||
| NC VETERINARY MEDICAL FOUNDATION | ||||||||||
| 4700 HILLSBOROUGH STREET | RALEIGH | NC | 27606 | NONE | CONTRIBUTION TO LARGE ANIMAL SCHOLARSHIP FUND/EQUINE HEALTH | $10,000 | ||||
| NORTH CAROLINA ZOOLOGICAL SOCIETY | ||||||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | NONE | 2019 INTERNATIONAL CONSERVATION AND RESEARCH | $10,000 | ||||
| OPEN DOOR EASTERN EUROPE | ||||||||||
| 8702 BAYVIEW DRIVE | WILDWOOD | NJ | 08260 | NONE | 2019 CONTRIBUTION TO BIBLICAL THEOLOGICAL SEMINARY IN THE CZECH REPUBLIC | $12,500 | ||||
| PRESBYTERIAN HOMES FOUNDATION - GLENAIRE | ||||||||||
| 4000 GLENAIRE CIRCLE | CARY | NC | 27511 | NONE | IN MEMORY OF WILLIAM B AND MILDRED NIVISON (GLENAIRE) | $5,000 | ||||
| RALEIGH RESCUE MISSION | ||||||||||
| PO BOX 27391 | RALEIGH | NC | 27611 | NONE | 2019 CONTRIBUTION FOR GENERAL FUND | $10,000 | ||||
| SAMARITAN PURSE | ||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | 2019 INTERNATIONAL RELIEF | $5,000 | ||||
| SMILE TRAIN | ||||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | 2019 CONTRIBUTION WHERE NEEDED | $3,000 | ||||
| ST PAUL'S LUTHERAN CHURCH | ||||||||||
| 95 W STATE STREET | COLDWATER | MI | 49036 | NONE | 2019 ANNUAL CONTRIBUTION FOR THE GENERAL FUND | $12,500 | ||||
| STEPUP MINISTRY INC | ||||||||||
| 1704 OBERLIN RD | RALEIGH | NC | 27608 | NONE | 2019 CONTRIBUTION | $7,500 | ||||
| THE SALVATION ARMY | ||||||||||
| PO BOX 27584 | RALEIGH | NC | 27615 | NONE | 2019 CONTRIBUTION FOR GENERAL FUND | $5,000 | ||||
| THE ZAMBIAN BIBLE COLLEGE - BAROTSE CAMPUS | ||||||||||
| NONE | CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS | $10,000 | BAROTSE CAMPUS | BAROTSE | ZAMBIA | ZA | ||||
| THE ZAMBIAN BIBLE COLLEGE - CHIZELE CAMPUS | ||||||||||
| NONE | CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS | $10,000 | CHIZELE CAMPUS | MUFUMBWE | ZAMBIA | ZA | ||||
| TRANSITIONS LIFECARE OF WAKE COUNTY | ||||||||||
| 250 HOSPICE CIRCLE | RALEIGH | NC | 27607 | NONE | 2019 CONTRIBUTION FOR GENERAL FUND | $3,000 | ||||
| TRIANGLE CHAPTER AMERICAN RED CROSS | ||||||||||
| 100 PEARTREE LANE | RALEIGH | NC | 27610 | NONE | 2019 CONTRIBUTION FOR GENERAL FUND | $5,000 | ||||
| UNION PRESBYTERIAN THEOLGICAL SEMINARY | ||||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 2019 CONTRIBUTION FOR GENERAL FUND | $12,500 | ||||
| UNION PRESBYTERIAN THEOLGICAL SEMINARY | ||||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 2019 ANNUAL CONTRIBUTION FOR WILLIAM & MILDRED NIVISON CHAIR | $110,857 | ||||
| WORLD GOSPEL MISSION | ||||||||||
| 3783 E STATE RD 18 | MARION | IN | 46952 | NONE | 2019 CONTRIBUTION FOR RADIO LUMIERE CONTRIBUTION FOR RADIO LUMIERE | $10,000 | ||||
| CHILDREN'S HOPE ALLIANCE | ||||||||||
| PO BOX 1167 | BARIUM SPRINGS | NC | 28010 | NONE | BARIUM SPRINGS HOMES FOR CHILDREN | $3,000 | ||||
| BAPTIST CHILDREN'S HOME OF NC | ||||||||||
| PO BOX 338 | THOMASVILLE | NC | 27361 | NONE | DONATION FOR BAPTIST CHILDREN HOME | $3,000 | ||||
| CAMPBELL UNIVERSITY | ||||||||||
| PO BOX 1167 | BUIES CREEK | NC | 27506 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| 321 COFFEE | ||||||||||
| PO BOX 33590 | RALEIGH | NC | 27636 | NONE | CONTRIBUTION TO GENERAL FUND | $2,000 | ||||
| CURE ALZHEIMER'S FUND | ||||||||||
| 34 WASHINGTON ST SUITE 310 | WELLESLEY HILLS | MA | 02481 | NONE | RESEARCH EFFORTS | $2,500 | ||||
| COLUMBIA INTERNATIONAL UNIVERSITY | ||||||||||
| PO BOX 3122 | COLUMBIA | SC | 29230 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| CORNERSTONE UNIVERSITY | ||||||||||
| 1001 E BELTLINE NE | GRAND RAPIDS | MI | 49525 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| COVENANT COLLEGE | ||||||||||
| 14049 SCENIC HIGHWAY | LOOKOUT MOUNTAIN | GA | 30750 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| INDIANA WESLEYAN UNIVERSITY | ||||||||||
| 4201 S WASHINGTON ST | MARION | IN | 46953 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| LETOURNEAU UNIVERSITY | ||||||||||
| PO BOX 7333 | LONGVIEW | TX | 75607 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| MEREDITH COLLEGE | ||||||||||
| 3800 HILLSBORO ST | RALEIGH | NC | 27607 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| NC STATE UNIVERSITY FOUNDATION | ||||||||||
| CAMPUS BOX 7475 | RALEIGH | NC | 27695 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| SOUTHEASTERN BAPTIST THEOLOGICAL SEM | ||||||||||
| PO BOX 1889 | WAKE FOREST | NC | 27588 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| STANFORD UNIVERSITY | ||||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| WAKE TECH FOUNDATION | ||||||||||
| 9101 FAYETTEVILLE RD MONTAGUE HALL | RALEIGH | NC | 27603 | NONE | SCHOLARSHIP FUND | $10,000 | ||||
| YMCA TRIANGLE | ||||||||||
| 801 CORP CENTER DR SUITE 200 | RALEIGH | NC | 27607 | NONE | SCHOLARSHIP FUND FOR SEAGULL AND SEAFARER | $3,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $452,857 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64,093 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $250,997 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$222,087 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $93,003 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,003 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS FROM INVESTMENTS |
| 8 | GAINS & LOSSES FROM SALE OF SECURITIES & FUNDS |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MERRILL LYNCH | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $11,987,989 | BookValueAmt |
| EOYFMV | $14,301,104 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $525 | $0 | $0 |
| CAM GENERAL REPAIRS | $149 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2019 GIFTS AND BEQUESTS | $6,439,308 |
| CLT CONTRIBUTION - BAYBERRY | $3,086,286 |
| CLT CONTRIBUTION - BABCOCK GROUP | $7,533,212 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | $11,940 | $0 | $0 |
| MERRILL LYNCH ADVISORY FEE #2204 | $85,239 | $85,239 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W B NIVISON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4104 ATLANTIC AVE SUITE 145 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27604 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INVESTMENT TAX EXPENSE | $1,625 | $0 | $0 |
| FOREIGN TAXES PAID | $3,717 | $3,717 | $0 |