NIVISON FAMILY FOUNDATION: Form 990PF, tax year 2013
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- Organization
- NIVISON FAMILY FOUNDATION (EIN 81-0657168)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201431329349102148
- Schema version
- 2013v3.0
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T15:38:18-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 BRADY COURT | AddressLine1 |
| City | CARY | City |
| State | NC | State |
| ZIP Code | 27511 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 CO ARTHUR E NIVISON | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27604 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR E NIVISON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9198728885 | PhoneNum |
| Signature | 2014-05-05 | 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 | 2014-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,087,830 | 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 | $15,810 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$18,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,841,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$2,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,810 | 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 |
| Legal Fees Rev And Expnss | $1,400 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,400 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,230 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $246 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $246 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,901 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,901 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $165 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $165 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,142 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,142 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $253,134 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,134 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,142 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$286,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $146,138 | CashBOYAmt |
| Cash EOY | $402,709 | CashEOYAmt |
| Cash EOYFMV | $402,709 | CashEOYFMVAmt |
| Other Investments BOY | $1,980,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,438,108 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,685,121 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,126,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,840,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,087,830 | 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 | $2,126,982 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,840,817 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,126,982 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,840,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,126,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,840,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,126,982 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$286,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,840,817 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,840,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000 SH BB&T | P | 2013-07-17 | 2013-10-16 | $34,223 | $34,808 | -$585 | -$585 |
| 9,172.3 SH BLACKROCK HIGH YIELD | P | 2012-11-12 | 2013-07-16 | $74,479 | $72,993 | $1,486 | $1,486 |
| 1,000 SH CISCO | P | 2013-07-17 | 2013-10-16 | $23,125 | $25,676 | -$2,551 | -$2,551 |
| 1,000 SH COCA COLA | P | 2013-07-17 | 2013-10-16 | $37,964 | $40,640 | -$2,676 | -$2,676 |
| 15,202.9 SH DELAWARE DIV INCOME | P | 2012-11-12 | 2013-05-28 | $140,323 | $143,263 | -$2,940 | -$2,940 |
| 750 SH DUKE ENERGY | P | 2012-07-05 | 2013-06-11 | $50,776 | $51,347 | -$571 | -$571 |
| 9,276.5 SH DWS GNMA FUND | P | 2012-11-12 | 2013-05-28 | $138,219 | $142,921 | -$4,702 | -$4,702 |
| 19,392 SH EATON VANCE GVT OBL FD | P | 2012-11-12 | 2013-05-28 | $138,651 | $142,694 | -$4,043 | -$4,043 |
| 1,000 SH EMC CORP | P | 2013-07-17 | 2013-10-16 | $24,834 | $25,327 | -$493 | -$493 |
| 14,335 SH FIDELITY ADVISORS | P | 2012-11-12 | 2013-05-28 | $143,787 | $142,655 | $1,132 | $1,132 |
| 11,011 SH FRANKLIN/TEMPLETON GLOBAL | P | 2012-11-12 | 2013-07-16 | $143,913 | $148,017 | -$4,104 | -$4,104 |
| 1,000 SH INTEL CORP | P | 2013-07-17 | 2013-07-25 | $22,964 | $24,207 | -$1,243 | -$1,243 |
| 300 SH INTL BUSINESS MACH | P | 2013-07-17 | 2013-10-16 | $55,763 | $58,347 | -$2,584 | -$2,584 |
| 500 SH JP MORGAN CHASE | P | 2013-07-17 | 2013-10-16 | $26,807 | $27,538 | -$731 | -$731 |
| 30,647 SH LORD ABBETT ST DURATION | P | 2013-11-12 | 2013-05-28 | $141,896 | $142,509 | -$613 | -$613 |
| 500 SH MERCK | P | 2013-07-17 | 2013-10-16 | $23,516 | $24,315 | -$799 | -$799 |
| 500 SH MICROSOFT CORP | P | 2013-07-17 | 2013-07-25 | $15,782 | $18,099 | -$2,317 | -$2,317 |
| 400 SH ORACLE CORP | P | 2013-07-17 | 2013-10-16 | $13,241 | $12,876 | $365 | $365 |
| 1,000 SH PFIZER INC | P | 2013-07-17 | 2013-10-16 | $29,473 | $28,827 | $646 | $646 |
| 11,368 SH PIMCO REAL RT FD | P | 2012-11-12 | 2013-05-28 | $134,602 | $144,843 | -$10,241 | -$10,241 |
| 9,311 SH PRINCIPAL HIGH YIELD | P | 2012-11-12 | 2013-05-28 | $74,768 | $72,944 | $1,824 | $1,824 |
| 12,106 SH PRICIPAL GLOBAL DIV FD | P | 2012-11-12 | 2013-07-16 | $169,733 | $170,367 | -$634 | -$634 |
| 500 SH RACKSPACE HOSTING INC | P | 2013-07-17 | 2013-12-03 | $17,404 | $21,441 | -$4,037 | -$4,037 |
| 29,088 SH VIRTUS MULTI-SECTOR FD | P | 2013-11-12 | 2013-07-16 | $141,077 | $143,413 | -$2,336 | -$2,336 |
| CAPITAL GAINS DIVIDENDS | P | $24,048 | $24,048 | $24,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$18,699 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $473,986 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,162,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.219156 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $451,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,512,398 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.179514 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $417,056 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,781,382 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.149946 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $384,184 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $336,676 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.141109 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $413,102 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $271,044 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.524114 | DistributionYr5Rt |
| Total Distribution | 3.213839 | TotalDistributionRt |
| Average Distribution | 0.642768 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,813,205 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,165,470 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,165,470 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $253,134 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,160 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,160 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,160 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,160 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27604 | ZIPCode |
| 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 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27604 | ZIPCode |
| 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 | $1,840,817 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,840,817 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,840,817 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,612 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,813,205 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $90,660 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $90,660 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $90,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,134 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $253,134 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $253,134 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $399,568 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $367,492 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $279,868 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $325,590 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $370,477 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,742,995 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $253,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $90,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $162,474 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,905,469 | 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 | $399,568 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,505,901 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $367,492 | ExcessFromYear4Amt |
| Excess From Year3 | $279,868 | ExcessFromYear3Amt |
| Excess From Year2 | $325,590 | ExcessFromYear2Amt |
| Excess From Year1 | $370,477 | ExcessFromYear1Amt |
| Excess From Current Year | $162,474 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||||
| 3131 RDU CENTER DR SUITE 100 | MORRISVILLE | NC | 27560 | NONE | 2013 CONTRIBUTION WHERE MOST NEEDED | $500 | ||||
| BARIUM SPRINGS HOMES FOR CHILDREN | ||||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | NONE | 2013 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | ||||||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | 2013 CONTRIBUTION TO BGEA GENERAL FUND | $1,500 | ||||
| BOYS & GIRLS CLUB OF RALEIGH | ||||||||||
| 701 NORTH RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | 2013 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| BOYS & GIRLS HOMES FOR CHILDREN | ||||||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | NONE | 2013 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| CATHOLIC CHARITIES | ||||||||||
| 3000 HIGHWOODS BLVD | RALEIGH | NC | 27604 | NONE | 2013 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| CHILD EVANGELISM FELLOWSHIP | ||||||||||
| PO BOX 348 | WARRENTON | OH | 63383 | NONE | 2013 SUMMER CHILDREN'S MINISTRY & TRAINING | $1,500 | ||||
| DOCTOR'S WITHOUT BORDERS | ||||||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | NUTRIENTS & TREATMENT OF MALNOURISHED CHILDREN | $1,500 | ||||
| DUKE COMPREHENSIVE CANCER CENTER | ||||||||||
| DUMC - 3828 | DURHAM | NC | 27710 | NONE | 2013 CONTRIBUTION WHERE MOST NEEDED | $1,000 | ||||
| DURHAM RESCUE MISSION | ||||||||||
| PO BOX 11858 | DURHAM | NC | 21858 | NONE | 2013 CONTRIBUTION WHERE NEEDED | $3,000 | ||||
| FLETCHER ACADEMY | ||||||||||
| 400 CEDARVIEW COURT | RALEIGH | NC | 27609 | NONE | 2013 CONTRIBUTION WHERE NEEDED | $3,000 | ||||
| FOOD BANK OF NC | ||||||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | NONE | 2013 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| GLENAIRE FOUNDATION | ||||||||||
| 4000 GLENAIRE CIRCLE | CARY | NC | 27511 | NONE | 2013 CONTRIBUTION FOR ANNUAL CAMPAIGN | $5,000 | ||||
| HAITI OUTREACH MINISTRIES | ||||||||||
| 3100 GLENORA ROAD | RICHMOND | VA | 23219 | NONE | 2013 SPONSORSHIP FOR EMMANUEL PIERRE LOIUS | $600 | ||||
| HAITI OUTREACH MINISTRIES | ||||||||||
| 725 REDDING RD | SUMNER | ME | 04292 | NONE | 2013 CONTRIBUTION FOR SCHOOLS AND WHERE MOST NEEDED | $3,000 | ||||
| MEALS ON WHEELS | ||||||||||
| PO BOX 37639 | RALEIGH | NC | 27627 | NONE | 2013 CONTRIBUTION | $3,000 | ||||
| MILL SPRINGS ACADEMY | ||||||||||
| 13660 NEW PROVIDENCE RD | APPHARETTA | GA | 30004 | NONE | 2013 CONTRIBUTION TO THE ANNUAL FUND | $5,000 | ||||
| NC VETERINARY MEDICAL FOUNDATION | ||||||||||
| 4700 HILLSBOROUGH STREET | RALEIGH | NC | 27606 | NONE | CONTRIBUTION TO LARGE ANIMAL SCHOLARSHIP FUND | $10,000 | ||||
| PRESBYTERIAN LAY COMMITTEE | ||||||||||
| PO BOX 2210 | LENOIR | NC | 28645 | NONE | 2013 CONTRIBUTION | $3,000 | ||||
| RALEIGH RESCUE MISSION | ||||||||||
| PO BOX 27391 | RALEIGH | NC | 27611 | NONE | 2013 CONTRIBUTION FOR GENERAL FUND | $3,000 | ||||
| SMILE TRAIN | ||||||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | 2013 CONTRIBUTION WHERE NEEDED | $1,500 | ||||
| SPRINGMOOR ENDOWMENT FUND | ||||||||||
| 1500 SAWMILL RD | RALEIGH | NC | 27615 | NONE | CONTRIBUTION IN MEMEORY OF WILLIAM B & MILDRED L NIVISON | $3,000 | ||||
| ST DAVID'S SCHOOL | ||||||||||
| 3400 WHITE OAK RD | RALEIGH | NC | 27609 | NONE | 2013 CONTRIBUTION TO THE ANNUAL FUND | $5,000 | ||||
| ST PAUL'S LUTHERAN CHURCH | ||||||||||
| 95 W STATE STREET | COLDWATER | MI | 49036 | NONE | 2013 ANNUAL CONTRIBUTION FOR THE GENERAL FUND | $12,500 | ||||
| STEPUP MINISTRY INC | ||||||||||
| 1704 OBERLIN RD | RALEIGH | NC | 27608 | NONE | 2013 CONTRIBUTION | $3,000 | ||||
| TAP (TRILOGY ASSOC OF PARENTS) | ||||||||||
| 3810 MERTON DR | RALEIGH | NC | 27609 | NONE | 2013 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| THALES ACADEMY | ||||||||||
| 3121 HERITAGE TRADE DR SUITE 104 | WAKE FOREST | NC | 27587 | NONE | 2013 BUILDING FUND | $3,000 | ||||
| THE EVANGELICAL BIBLE COLLEGE - CHIZELE CAMPUS | ||||||||||
| NONE | CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS | $5,000 | CHIZELE CAMPUS | MUFUMBWE | ZAMBIA | ZA | ||||
| THE EVANGELICAL BIBLE COLLEGE - MANNA CAMPUS | ||||||||||
| NONE | CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS | $5,000 | MANNA CAMPUS | MUNGU | ZAMBIA | ZA | ||||
| THE SALVATION ARMY | ||||||||||
| PO BOX 27584 | RALEIGH | NC | 27615 | NONE | 2013 CONTRIBUTION FOR GENERAL FUND | $3,000 | ||||
| TRIANGLE CHAPTER AMERICAN RED CROSS | ||||||||||
| 100 PEARTREE LANE | RALEIGH | NC | 27610 | NONE | 2013 CONTRIBUTION FOR GENERAL FUND | $3,000 | ||||
| UNION THEOLGICAL SEMINARY | ||||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 2013 CONTRIBUTION FOR GENERAL FUND | $12,500 | ||||
| UNION THEOLGICAL SEMINARY | ||||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 2013 ANNUAL CONTRIBUTION FOR WILLIAM & MILDRED NIVISON | $101,384 | ||||
| WHITE MEMORIAL PRESBYTERIAN CHURCH | ||||||||||
| 1704 OBERLIN RD | RALEIGH | NC | 27608 | NONE | 2013 CONTRIBUTION IN MEMORY OF WILLIAM & MILDRED NIVISON | $17,000 | ||||
| WORLD GOSPEL MISSION | ||||||||||
| 3783 E STATE RD 18 | MARION | IN | 46952 | NONE | 2013 CONTRIBUTION FOR RADIO LUMIERE | $5,000 | ||||
| WORLD VISION | ||||||||||
| PO BOX 70005 | TACOMA | WA | 98471 | NONE | 2013 CLEAN WATER PROJECT IN ZAMBIAN COMMUNITIES | $3,000 | ||||
| AMERICAN CANCER SOCIETY | ||||||||||
| 1041 MARYLAND ROUTE 3 NORTH | GAMBRILLS | MD | 21054 | NONE | TEACHING AND ASSISTING PATIENTS TO PREVENT AND CARE | $500 | ||||
| CHRIST BAPTIST CHURCH | ||||||||||
| 400 NEWTON RD | RALEIGH | NC | 27615 | NONE | SUPPORT FOR LOTTIE MOON INT'L MISSIONS | $3,000 | ||||
| HOWARDSVILLE GOSPEL CHAPEL | ||||||||||
| 53441 BENT RD | MARCELLUS | MI | 49067 | NONE | SUPPORT FOR SUMMER MISSION PROJECT | $1,150 | ||||
| SIM USA | ||||||||||
| PO BOX 7900 | CHARLOTTE | NC | 28241 | NONE | GENERAL MISSIONARY SUPPORT | $3,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,134 | 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 | $15,810 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$18,699 | 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 | -$2,889 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$2,889 | 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 | $2,200 | Amt |
| Net Investment Income | $2,200 | 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 | $1,438,108 | BookValueAmt |
| EOYFMV | $1,685,121 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,400 | LegalFeesAmt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $35 | $35 | $0 |
| OFFICE EXPENSE | $130 | $130 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT SERVICES | $5,345 | $5,345 | $0 |
| UBS ADVISORY FEE # 21686 | $18,885 | $18,885 | $0 |
| ASSOCIATION FEES | $0 | $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 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27604 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $246 | Amt |
| Net Investment Income | $246 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |