NIVISON FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: NIVISON FAMILY FOUNDATION (EIN 81-0657168)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-05-12
IRS object ID: 201741329349100999
Schema version: 2016v3.0
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 Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-05-12T13:57:33-05:00	ReturnTs
Tax Period End	2016-12-31	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	2016-01-01	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	2017-05-08	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	2017-05-08	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	2017-05-08	IPDt
IP Tm	15:27:07	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	7DD6DC559430312C8173B0A3A94E15497250C36A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	7DD6DC559430312C8173B0A3A94E15497250C36A	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$26,202	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
Dividends Rev And Expnss	$28,365	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$28,365	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$2,403	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,754,075	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$25,962	TotalRevAndExpnssAmt
Total Net Invst Incm	$28,365	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	$1,020	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$15,676	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$418	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$335	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$17,449	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$283,849	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$283,849	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$301,298	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$283,849	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$275,336	ExcessRevenueOverExpensesAmt
Net Investment Income	$28,365	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$252,326	CashBOYAmt
Cash EOY	$26,202	CashEOYAmt
Cash EOYFMV	$26,202	CashEOYFMVAmt
Other Investments BOY	$1,304,200	OtherInvestmentsBOYAmt
Other Investments EOY	$1,254,988	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$0	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,556,526	TotalAssetsBOYAmt
Total Assets EOY	$1,281,190	TotalAssetsEOYAmt
Total Assets EOYFMV	$26,202	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$1,556,526	RetainedEarningBOYAmt
Retained Earning EOY	$1,281,190	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,556,526	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,281,190	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,556,526	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,281,190	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,556,526	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$275,336	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$1,281,190	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,281,190	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ML-2204 800 SH ALTRIA	P	2016-03-04	2016-03-21	$49,473	$49,298	$175	$175
ML-2204 550 SH APPLE	P	2016-03-21	2016-12-27	$62,263	$53,764	$8,499	$8,499
ML-2204 1400 SH BB&T	P	2016-06-03	2016-12-27	$66,700	$50,279	$16,421	$16,421
ML-2204 1000SH CISCO	P	2016-02-10	2016-11-30	$29,902	$22,949	$6,953	$6,953
ML-2204 700 SH DOMINION RES INC	P	2016-02-10	2016-12-27	$53,817	$48,510	$5,307	$5,307
ML-2204 300 SH WALT DISNEY	P	2016-03-04	2016-06-03	$29,667	$29,568	$99	$99
ML-2204 500 SH ENTERGY CORP	P	2016-03-04	2016-11-23	$33,899	$36,119	-$2,220	-$2,220
ML-2204 600 SH EXXON MOBILE	P	2016-10-13	2016-12-27	$54,415	$51,838	$2,577	$2,577
ML-2204 1000 SH GE	P	2015-12-30	2016-12-27	$31,902	$31,140	$762	$762
ML-2204 1500 SH INTEL CORP	P	2016-03-04	2016-12-27	$55,607	$43,699	$11,908	$11,908
ML-2204 400 SH KRAFT	P	2016-06-27	2016-12-27	$35,053	$32,941	$2,112	$2,112
ML-2204 300 SH ELI LILLY	P	2015-12-30	2016-06-06	$22,533	$26,010	-$3,477	-$3,477
ML-2204 500 SH MERCK AND CO	P	2015-07-17	2016-02-09	$24,475	$29,399	-$4,924	-$4,924
ML-2204 850 SH MICROSOFT CORP	P	2016-11-30	2016-12-27	$53,806	$51,666	$2,140	$2,140
ML-2204 500 SH NIKE CL B	P	2015-12-30	2016-06-27	$25,981	$31,684	-$5,703	-$5,703
ML-2204 600 SH PEPSICO INC	P	2016-06-06	2016-11-23	$61,085	$61,680	-$595	-$595
ML-2204 800 SH PFIZER INC	P	2016-02-10	2016-12-27	$26,052	$23,584	$2,468	$2,468
ML-2204 600 SH PROCTOR & GAMBLE	P	2015-12-31	2016-12-27	$50,759	$48,353	$2,406	$2,406
ML-2204 800 SH REYNOLDS AMERICAN	P	2016-06-27	2016-12-27	$44,962	$41,028	$3,934	$3,934
ML-2204 1000 SH ROYAL BANK OF CANADA	P	2016-03-09	2016-12-27	$67,929	$54,974	$12,955	$12,955
ML-2204 300 SH UNITED TECHS CORP	P	2015-12-31	2016-12-27	$33,284	$30,049	$3,235	$3,235
ML-2204 1200 SH WELLS FARGO	P	2015-12-31	2016-10-13	$53,308	$61,202	-$7,894	-$7,894
ML-2204 2299 SH HENDERSON INTL	P	2015-07-17	2016-02-09	$52,740	$66,000	-$13,260	-$13,260
ML-2204 1226 SH FIRST EAGLE	P	2015-07-17	2016-02-09	$59,968	$66,000	-$6,032	-$6,032
ML-2204 2711 SH AMG YACKTMAN	P	2015-07-17	2016-03-09	$57,296	$66,000	-$8,704	-$8,704
ML-2204 1940 SH DIAMOND HILL SMALL	P	2015-07-17	2016-03-09	$59,829	$66,000	-$6,171	-$6,171
ML-2204 1677 SH AMER FUNDS	P	2015-07-17	2016-02-09	$52,528	$66,000	-$13,472	-$13,472
ML-2204 1221 SH AMERICAN FUNDAMENTAL	P	2015-07-17	2016-02-10	$55,612	$66,000	-$10,388	-$10,388
ML-2204 1000 SH GE	P	2015-09-18	2016-12-27	$31,902	$24,977	$6,925	$6,925
ML-2204 500 SH WALMART	P	2015-09-18	2016-11-30	$35,276	$31,960	$3,316	$3,316
ML-2204 1394 SH AMERICAN NEW ECONOMY	P	2014-12-26	2016-03-29	$48,220	$52,199	-$3,979	-$3,979
ML-2204 3292 SH VIRTUS SMALL CAP CORE	P	2014-12-22	2016-02-09	$63,937	$74,397	-$10,460	-$10,460
ML-2204 65640 SH PRINCIPAL MISCAP	P	2014-12-19	2016-06-27	$115,778	$106,300	$9,478	$9,478
ML-2204 6333 SH ALGER SPRCTRA FD	P	2014-12-18	2016-03-04	$102,210	$108,839	-$6,629	-$6,629
ML-2204 3161 SH SUNAMERICA FOCUSED	P	2015-03-25	2016-06-03	$51,907	$52,072	-$165	-$165

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$2,403	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$277,218	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$1,513,301	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.183188	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$280,005	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,799,389	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.155611	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$253,134	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,813,205	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.139606	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$473,986	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$2,162,783	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.219156	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$451,010	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$2,512,398	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.179514	DistributionYr5Rt
Total Distribution	0.877075	TotalDistributionRt
Average Distribution	0.175415	AverageDistributionRt
Net Vl Noncharitable Assets	$1,397,575	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$245,156	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$284	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$245,440	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$283,849	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	$284	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$284	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$284	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$709	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$709	TotalPaymentsAndCreditsAmt
Overpayment	$425	OverpaymentAmt
Applied To ES Tax	$425	AppliedToESTaxAmt
Refund	$0	RefundAmt

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

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	$1,418,858	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,418,858	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,418,858	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$21,283	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,397,575	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$69,879	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$69,879	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$284	TaxBasedOnInvestmentIncomeAmt
Total Tax	$284	TotalTaxAmt
Distributable Before Adj	$69,595	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$69,595	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$69,595	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$283,849	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$283,849	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$284	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$283,565	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$69,595	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$325,590	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$370,477	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$162,474	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$194,622	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$202,435	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,255,598	TotalExcessDistributionCyovAmt
Qualifying Distributions	$283,849	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$69,595	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$214,254	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,469,852	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	$325,590	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,144,262	ExcessDistriCyovToNextYrAmt
Excess From Year4	$370,477	ExcessFromYear4Amt
Excess From Year3	$162,474	ExcessFromYear3Amt
Excess From Year2	$194,622	ExcessFromYear2Amt
Excess From Year1	$202,435	ExcessFromYear1Amt
Excess From Current Year	$214,254	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 (36 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	2016 CONTRIBUTION WHERE MOST NEEDED	$1,000
ALZHEIMERS NORTH CAROLINA INC
1305 NAVAHO DRIVE STE 101	RALEIGH	NC	27609	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$3,000
AMERICAN HEART ASSOCIATION
3131 RDU CENTER DR SUITE 100	MORRISVILLE	NC	27560	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$500
BARIUM SPRINGS HOMES FOR CHILDREN
PO BOX 1	BARIUM SPRINGS	NC	28010	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$3,000
BILLY GRAHAM EVANGELISTIC ASSOCIATION
1 BILLY GRAHAM PARKWAY	CHARLOTTE	NC	28201	NONE	2016 CONTRIBUTION TO BGEA GENERAL FUND	$2,000
BOYS & GIRLS CLUB OF RALEIGH
701 NORTH RALEIGH BLVD	RALEIGH	NC	27610	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$3,000
BOYS & GIRLS HOMES FOR CHILDREN
PO BOX 127	LAKE WACCAMAW	NC	28450	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$3,000
CATHOLIC CHARITIES
3000 HIGHWOODS BLVD	RALEIGH	NC	27604	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$3,000
CHILD EVANGELISM FELLOWSHIP
PO BOX 348	WARRENTON	OH	63383	NONE	2016 SUMMER CHILDREN'S MINISTRY & TRAINING	$2,500
CHRIST BAPTIST CHURCH
400 NEWTON RD	RALEIGH	NC	27615	NONE	SUPPORT FOR LOTTIE MOON INT'L MISSIONS	$5,000
DOCTOR'S WITHOUT BORDERS
PO BOX 5023	HAGERSTOWN	MD	21741	NONE	NUTRIENTS & TREATMENT OF MALNOURISHED CHILDREN	$4,000
DUKE COMPREHENSIVE CANCER CENTER
DUMC - 3828	DURHAM	NC	27710	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$1,000
DURHAM RESCUE MISSION
PO BOX 11858	DURHAM	NC	21858	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$3,000
FOOD BANK OF NC
3808 TARHEEL DRIVE	RALEIGH	NC	27609	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$3,000
HAITI OUTREACH MINISTRIES
3100 GLENORA ROAD	RICHMOND	VA	23219	NONE	2016 SPONSORSHIP FOR EMMANUEL PIERRE LOIUS	$3,000
HAITI OUTREACH MINISTRIES
725 REDDING RD	SUMNER	ME	04292	NONE	2016 CONTRIBUTION FOR SCHOOLS AND WHERE MOST NEEDED	$900
MEALS ON WHEELS
PO BOX 37639	RALEIGH	NC	27627	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$3,000
JDRF - TRIANGLEEASTERN NC
5510 SIX FORKS RD STE 107	RALEIGH	NC	27609	NONE	TEAM TRINI	$1,500
NC VETERINARY MEDICAL FOUNDATION
4700 HILLSBOROUGH STREET	RALEIGH	NC	27606	NONE	CONTRIBUTION TO LARGE ANIMAL SCHOLARSHIP FUND	$10,000
NORTH CAROLINA ZOOLOGICAL SOCIETY
4403 ZOO PARKWAY	ASHEBORO	NC	27205	NONE	2016 CONTRIBUTION WHERE MOST NEEDED	$10,000
PRESBYTERIAN HOMES FOUNDATION - GLENAIRE
4000 GLENAIRE CIRCLE	CARY	NC	27511	NONE	IN MEMORY OF WILLIAM B AND MILDRED NIVISON	$5,000
RALEIGH RESCUE MISSION
PO BOX 27391	RALEIGH	NC	27611	NONE	2016 CONTRIBUTION FOR GENERAL FUND	$3,000
SAMARITAN PURSE
PO BOX 3000	BOONE	NC	28607	NONE	2016 INTERNATIONAL RELIEF	$5,000
SMILE TRAIN
PO BOX 96231	WASHINGTON	DC	20090	NONE	2016 CONTRIBUTION WHERE NEEDED	$3,000
ST DAVID'S SCHOOL
3400 WHITE OAK RD	RALEIGH	NC	27609	NONE	2016 CONTRIBUTION TO THE ANNUAL FUND	$5,000
ST PAUL'S LUTHERAN CHURCH
95 W STATE STREET	COLDWATER	MI	49036	NONE	2016 ANNUAL CONTRIBUTION FOR THE GENERAL FUND	$12,500
STEPUP MINISTRY INC
1704 OBERLIN RD	RALEIGH	NC	27608	NONE	2016 CONTRIBUTION	$5,000
THE EVANGELICAL BIBLE COLLEGE - BAROTSE CAMPUS
				NONE	CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS	$10,000	BAROTSE CAMPUS	BAROTSE	ZAMBIA	ZA
THE EVANGELICAL BIBLE COLLEGE - CHIZELE CAMPUS
				NONE	CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS	$10,000	CHIZELE CAMPUS	MUFUMBWE	ZAMBIA	ZA
THE SALVATION ARMY
PO BOX 27584	RALEIGH	NC	27615	NONE	2016 CONTRIBUTION FOR GENERAL FUND	$3,000
TRANSITIONS LIFECARE OF WAKE COUNTY
250 HOSPICE CIRCLE	RALEIGH	NC	27607	NONE	IN MEMORY OF JUNE W AND LLOYD BABB, MATITIA W O'BRIEN, AND WILLIAM B AND LINDA NIVISON	$25,000
TRIANGLE CHAPTER AMERICAN RED CROSS
100 PEARTREE LANE	RALEIGH	NC	27610	NONE	2016 CONTRIBUTION FOR GENERAL FUND	$3,000
UNION THEOLGICAL SEMINARY
3401 BROOK ROAD	RICHMOND	VA	23227	NONE	2016 CONTRIBUTION FOR GENERAL FUND	$10,000
UNION THEOLGICAL SEMINARY
3401 BROOK ROAD	RICHMOND	VA	23227	NONE	2016 ANNUAL CONTRIBUTION FOR WILLIAM & MILDRED NIVISON	$106,449
WONDERWORK
PO BOX 96053	WASHINGTON	DC	20090	NONE	MIRACLE SURGERIES FOR CHILDREN	$2,500
WORLD GOSPEL MISSION
3783 E STATE RD 18	MARION	IN	46952	NONE	2016 CONTRIBUTION FOR RADIO LUMIERE	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$283,849	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$28,365	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$2,403	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	$25,962	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$25,962	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	$1,020	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	$1,254,988	BookValueAmt
EOYFMV	$0	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	$318	$0	$0
OFFICE EXPENSE	$17	$0	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT SERVICES	$5,970	$0	$0
UBS ADVISORY FEE # 21686	$0	$0	$0
MERRILL LYNCH ADVISORY FEE #2204	$9,706	$0	$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

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES PAID	CategoryTxt
Amt	$418	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt