NIVISON FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NIVISON FAMILY FOUNDATION (EIN 81-0657168)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201621379349101082
- Schema version
- 2015v2.1
- 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 Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T09:24:10-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-05-16 | 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 | 2016-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $252,326 | 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 | $22,040 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,040 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,316 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $886,083 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,316 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $69,356 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,356 | 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 | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,496 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,496 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $53 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $712 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $712 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $105 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,659 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,659 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,925 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$233,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $552,765 | CashBOYAmt |
| Cash EOY | $252,326 | CashEOYAmt |
| Cash EOYFMV | $252,326 | CashEOYFMVAmt |
| Other Investments BOY | $1,237,330 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,304,200 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,790,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,556,526 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $252,326 | 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 | $1,790,095 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,556,526 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,790,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,556,526 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,790,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,556,526 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,790,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$233,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,556,526 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,556,526 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ML-PRINCIPLE GLOBAL DIVERSI INC | P | 2015-07-30 | $8,237 | $8,397 | -$160 | -$160 | |
| ML-OPPENHEIMER DEVELOPING MARKETS | P | 2015-09-18 | $417 | $510 | -$93 | -$93 | |
| ML-TEMPLETON GLOBAL BOND FD | P | 2015-06-25 | $8,642 | $8,754 | -$112 | -$112 | |
| ML-WESTERN ASSET MORTGAGE BACKED | P | 2015-06-25 | $2,391 | $2,393 | -$2 | -$2 | |
| ML-BLACKROCK HI YD BD PORTFOLIO | P | 2015-06-25 | $6,304 | $6,424 | -$120 | -$120 | |
| ML-AMERICAN NEW ECONOMY FD | P | 2015-12-30 | $50,000 | $51,838 | -$1,838 | -$1,838 | 2014-01-27 |
| ML-PRINCIPLE GLOBAL DIVERSI INC | P | 2015-07-30 | $128,282 | $130,153 | -$1,871 | -$1,871 | |
| ML-OPPENHEIMER DEVELOPING MARKETS | P | 2015-09-18 | $19,515 | $22,914 | -$3,399 | -$3,399 | 2014-01-27 |
| ML-TEMPLETON GLOBAL BOND FD | P | 2015-06-25 | $124,540 | $129,237 | -$4,697 | -$4,697 | |
| ML-SUNAMERICA FOCUSED DIDVIDEND | P | 2015-12-30 | $50,000 | $53,065 | -$3,065 | -$3,065 | 2014-01-27 |
| ML-WESTERN ASSET MORTGAGE BACKED | P | 2015-06-25 | $66,085 | $64,646 | $1,439 | $1,439 | |
| ML-BLACKROCK HI YD BD PORTFOLIO | P | 2015-06-25 | $93,595 | $97,409 | -$3,814 | -$3,814 | |
| ML-BLACKROCK EQTY DIVIDEND FUND | P | 2015-12-29 | $87,207 | $93,033 | -$5,826 | -$5,826 | |
| UBS-HARTFORD FLOATING RATE HI IN | P | 2015-05-07 | $6,001 | $6,042 | -$41 | -$41 | |
| UBS-TORTOSIE MLP & PIPELINE | P | 2015-05-07 | $4,015 | $4,241 | -$226 | -$226 | 2014-11-25 |
| UBS-HARTFORD FLOATING RATE HI IN | P | 2015-05-07 | $91,756 | $96,334 | -$4,578 | -$4,578 | 2014-04-30 |
| UBS-TORTOSIE MLP & PIPELINE | P | 2015-05-07 | $68,370 | $63,377 | $4,993 | $4,993 | 2014-01-27 |
| CAPITAL GAINS DIVIDENDS | P | $70,726 | $70,726 | $70,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,316 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,005 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,799,389 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.155611 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $253,134 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,813,205 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.139606 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $473,986 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,162,783 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.219156 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $451,010 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,512,398 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.179514 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $417,056 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,781,382 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.149946 | DistributionYr5Rt |
| Total Distribution | 0.843833 | TotalDistributionRt |
| Average Distribution | 0.168767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,513,301 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $255,395 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $441 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $255,836 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $277,659 | 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 | $441 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $441 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $441 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,150 | TotalPaymentsAndCreditsAmt |
| Overpayment | $709 | OverpaymentAmt |
| Applied To ES Tax | $709 | 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 | $1,536,346 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,536,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,536,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,045 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,513,301 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,665 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,665 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $441 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $441 | TotalTaxAmt |
| Distributable Before Adj | $75,224 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $75,224 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $75,224 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $277,659 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $441 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $277,218 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $75,224 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $279,868 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $325,590 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $370,477 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $162,474 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $194,622 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,333,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $75,224 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $202,435 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,535,466 | 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 | $279,868 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,255,598 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $325,590 | ExcessFromYear4Amt |
| Excess From Year3 | $370,477 | ExcessFromYear3Amt |
| Excess From Year2 | $162,474 | ExcessFromYear2Amt |
| Excess From Year1 | $194,622 | ExcessFromYear1Amt |
| Excess From Current Year | $202,435 | 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 (39 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 | 2015 CONTRIBUTION WHERE MOST NEEDED | $1,000 | ||||
| ALZHEIMERS NORTH CAROLINA INC | ||||||||||
| 1305 NAVAHO DRIVE STE 101 | RALEIGH | NC | 27609 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| AMERICAN CANCER SOCIETY | ||||||||||
| 1041 MARYLAND ROUTE 3 NORTH | GAMBRILLS | MD | 21054 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $1,000 | ||||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 3131 RDU CENTER DR SUITE 100 | MORRISVILLE | NC | 27560 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $500 | ||||
| BARIUM SPRINGS HOMES FOR CHILDREN | ||||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | ||||||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | 2015 CONTRIBUTION TO BGEA GENERAL FUND | $2,000 | ||||
| BOYS & GIRLS CLUB OF RALEIGH | ||||||||||
| 701 NORTH RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| BOYS & GIRLS HOMES FOR CHILDREN | ||||||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| CATHOLIC CHARITIES | ||||||||||
| 3000 HIGHWOODS BLVD | RALEIGH | NC | 27604 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| CHILD EVANGELISM FELLOWSHIP | ||||||||||
| PO BOX 348 | WARRENTON | OH | 63383 | NONE | 2015 SUMMER CHILDREN'S MINISTRY & TRAINING | $2,000 | ||||
| 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 | 2015 CONTRIBUTION WHERE MOST NEEDED | $1,000 | ||||
| DURHAM RESCUE MISSION | ||||||||||
| PO BOX 11858 | DURHAM | NC | 21858 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| FOOD BANK OF NC | ||||||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | NONE | 2015 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| GLENAIRE FOUNDATION | ||||||||||
| 4000 GLENAIRE CIRCLE | CARY | NC | 27511 | NONE | 2015 CONTRIBUTION FOR ANNUAL CAMPAIGN | $5,000 | ||||
| HAITI OUTREACH MINISTRIES | ||||||||||
| 3100 GLENORA ROAD | RICHMOND | VA | 23219 | NONE | 2015 SPONSORSHIP FOR EMMANUEL PIERRE LOIUS | $900 | ||||
| HAITI OUTREACH MINISTRIES | ||||||||||
| 725 REDDING RD | SUMNER | ME | 04292 | NONE | 2015 CONTRIBUTION FOR SCHOOLS AND 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 | 2015 CONTRIBUTION WHERE MOST NEEDED | $10,000 | ||||
| PRESBYTERIAN LAY COMMITTEE | ||||||||||
| PO BOX 2210 | LENOIR | NC | 28645 | NONE | 2015 CONTRIBUTION | $3,000 | ||||
| RALEIGH RESCUE MISSION | ||||||||||
| PO BOX 27391 | RALEIGH | NC | 27611 | NONE | 2015 CONTRIBUTION FOR GENERAL FUND | $3,000 | ||||
| SAMARITAN PURSE | ||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | 2015 INTERNATIONAL RELIEF | $5,000 | ||||
| SMILE TRAIN | ||||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | 2015 CONTRIBUTION WHERE NEEDED | $3,000 | ||||
| ST DAVID'S SCHOOL | ||||||||||
| 3400 WHITE OAK RD | RALEIGH | NC | 27609 | NONE | 2015 CONTRIBUTION TO THE ANNUAL FUND | $5,000 | ||||
| ST PAUL'S LUTHERAN CHURCH | ||||||||||
| 95 W STATE STREET | COLDWATER | MI | 49036 | NONE | 2015 ANNUAL CONTRIBUTION FOR THE GENERAL FUND | $8,000 | ||||
| STEPUP MINISTRY INC | ||||||||||
| 1704 OBERLIN RD | RALEIGH | NC | 27608 | NONE | 2015 CONTRIBUTION | $5,000 | ||||
| THE EVANGELICAL BIBLE COLLEGE - CHIZELE CAMPUS | ||||||||||
| NONE | CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS | $10,000 | CHIZELE CAMPUS | MUFUMBWE | ZAMBIA | ZA | ||||
| THE EVANGELICAL BIBLE COLLEGE - BAROTSE CAMPUS | ||||||||||
| NONE | CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS | $10,000 | BAROTSE CAMPUS | BAROTSE | ZAMBIA | ZA | ||||
| THE SALVATION ARMY | ||||||||||
| PO BOX 27584 | RALEIGH | NC | 27615 | NONE | 2015 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 | $1,500 | ||||
| TRIANGLE CHAPTER AMERICAN RED CROSS | ||||||||||
| 100 PEARTREE LANE | RALEIGH | NC | 27610 | NONE | 2015 CONTRIBUTION FOR GENERAL FUND | $3,000 | ||||
| UNION THEOLGICAL SEMINARY | ||||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 2015 CONTRIBUTION FOR GENERAL FUND | $12,500 | ||||
| UNION THEOLGICAL SEMINARY | ||||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 2015 ANNUAL CONTRIBUTION FOR WILLIAM & MILDRED NIVISON | $104,449 | ||||
| WHITE MEMORIAL PRESBYTERIAN CHURCH | ||||||||||
| 1704 OBERLIN RD | RALEIGH | NC | 27608 | NONE | 2015 CONTRIBUTION IN MEMORY OF WILLIAM & MILDRED NIVISON | $10,000 | ||||
| WORLD GOSPEL MISSION | ||||||||||
| 3783 E STATE RD 18 | MARION | IN | 46952 | NONE | 2015 CONTRIBUTION FOR RADIO LUMIERE | $20,000 | ||||
| HOWARDSVILLE GOSPEL CHAPEL | ||||||||||
| 53441 BENT RD | MARCELLUS | MD | 49067 | NONE | 2015 TRAVEL | $810 | ||||
| WOUNDED WARRIOR PROJECT | ||||||||||
| PO BOX 758540 | TOPEKA | KS | 66675 | NONE | RALEIGH AREA FUND DRIVE | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,659 | 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 | $22,040 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $47,316 | 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 | $69,356 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $69,356 | 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 |
| 6A | 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 | $900 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,304,200 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $105 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | $13,635 | $13,635 | $0 |
| UBS ADVISORY FEE # 21686 | $4,709 | $4,709 | $0 |
| MERRILL LYNCH ADVISORY FEE #2204 | $5,152 | $5,152 | $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 | $53 | Amt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |