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ARTHUR W PERDUE FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ARTHUR W PERDUE FOUNDATION INC (EIN 52-6054332)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-13
IRS object ID
201441339349102324
Schema version
2013v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-13T19:44:01-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526054332EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Arthur W Perdue Foundation IncBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% c/o Foundation SourceInCareOfNm
Business Name ControlARTHBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1
Address Line2Suite 123AddressLine2
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames A PerduePersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2014-05-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$25,842,754FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$38,470InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38,470InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$531,837DividendsRevAndExpnssAmt
Dividends Net Invst Incm$531,837DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$568,025NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,146,345GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$568,025CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$19,549OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$19,337OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,157,881TotalRevAndExpnssAmt
Total Net Invst Incm$1,157,669TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$33,163OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$29,763OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,400OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,126TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$77TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$77TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$69,943OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$69,943OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$122,309TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$29,763TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$73,420TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,044,839ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,044,839ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,167,148TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$29,763TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,118,259TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$9,267ExcessRevenueOverExpensesAmt
Net Investment Income$1,127,906NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$19,202,399CorporateStockBOYAmt
Corporate Stock EOY$21,447,786CorporateStockEOYAmt
Corporate Stock EOYFMV$25,842,754CorporateStockEOYFMVAmt
Other Investments BOY$2,254,654OtherInvestmentsBOYAmt
Total Assets BOY$21,457,053TotalAssetsBOYAmt
Total Assets EOY$21,447,786TotalAssetsEOYAmt
Total Assets EOYFMV$25,842,754TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$21,457,053RetainedEarningBOYAmt
Retained Earning EOY$21,447,786RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$21,457,053TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$21,447,786TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$21,457,053TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$21,447,786TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$21,457,053TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$9,267ExcessRevenueOverExpensesAmt
Subtotal$21,447,786SubtotalAmt
Tot Net Ast Or Fund Balances EOY$21,447,786TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCdAcquiredAcquiredDt
Publicly-traded Securities$2,891,691$2,323,666$568,025$568,025
PERDUE INCORPORTED PROMISSORY NOTE$2,254,654$2,254,654D2009-05-19
FieldValueIRS element (for citing)
Capital Gain Net Income$568,025CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$871,428AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$23,373,258NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037283DistributionYr1Rt
Adjusted Qlfy Distri Yr2$2,848,592AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$23,996,463NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.118709DistributionYr2Rt
Adjusted Qlfy Distri Yr3$2,736,642AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$22,832,676NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.119856DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,549,711AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$19,892,597NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.128174DistributionYr4Rt
Adjusted Qlfy Distri Yr5$493,530AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,004,679NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044847DistributionYr5Rt
Total Distribution0.448869TotalDistributionRt
Average Distribution0.089774AverageDistributionRt
Net Vl Noncharitable Assets$24,677,709NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,215,417AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,279NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,226,696AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,118,259QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,558InvestmentIncomeExciseTaxAmt
Subtotal$22,558SubtotalAmt
Tax Based On Investment Income$22,558TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,970EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$18,970TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$3,589TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Eileen F Burza
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir / Sec / Treas1.0$0
Mark Garth
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir / Sec / Treas1.0$0
James A Perdue
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Grant Comm. Mbr.1.0$0
Mary H Perdue
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0
Sandra Spedden
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0
Whitney M Van Der Hyde
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 Walls Drive 3rd FloorAddressLine1
CityFairfieldCity
StateCTState
ZIP Code06824ZIPCode
FieldValueIRS element (for citing)
Service TypeAdministrativeServiceTypeTxt
Compensation$69,943CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$24,464,558AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,303AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$580,651FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,053,512TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$25,053,512AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$375,803CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,677,709NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,233,885MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,233,885MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,558TaxBasedOnInvestmentIncomeAmt
Total Tax$22,558TotalTaxAmt
Distributable Before Adj$1,211,327DistributableBeforeAdjAmt
Distributable Before Ded$1,211,327DistributableBeforeDedAmt
Distributable As Adjusted$1,211,327DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,118,259ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,118,259QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,118,259AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,211,327DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$286,575ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,624,780ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,673,231ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,584,586TotalExcessDistributionCyovAmt
Qualifying Distributions$1,118,259QualifyingDistributionsAmt
Applied To Current Year$1,118,259AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$93,068ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$93,068ExcessDistributionCyovAppCYAmt
Total Corpus$3,491,518TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,491,518ExcessDistriCyovToNextYrAmt
Excess From Year4$193,507ExcessFromYear4Amt
Excess From Year3$1,624,780ExcessFromYear3Amt
Excess From Year2$1,673,231ExcessFromYear2Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ALLIANCE FOR THE CHESAPEAKE BAY INC
501 6TH STANNAPOLISMD21403N/APCCharitable Event$10,000
ALLIANCE FOR THE CHESAPEAKE BAY INC
501 6TH STANNAPOLISMD21403N/APCCharitable Event$10,000
AMERICAN CANCER SOCIETY INC
PO BOX 22718OKLAHOMA CITYOK73123N/APCCharitable Event$2,500
AMERICAN WATERCOLOR SOCIETY INC
47 5TH AVENEW YORKNY10003N/APCGeneral & Unrestricted$4,000
ANDREW UNITED METHODIST CHURCH
2430 GEORGIA HWY 127KATHLEENGA31047N/APCBoy Scout Troop 127$1,000
ATLANTIC GENERAL HOSPITAL
9733 HEALTHWAY DRBERLINMD21811N/APCGeneral & Unrestricted$1,000
ATLANTIC GENERAL HOSPITAL
9733 HEALTHWAY DRBERLINMD21811N/APCHealth Literacy Program$20,000
BEAVER DAM FOUNDATION INC
PO BOX 408BEAVER DAMKY42320N/APCOhio County Artists Guild$5,000
BERTIE COUNTY CENTER ON AGING
103 W SCHOOL STWINDSORNC27983N/APCTo Cover Rent for Nutrition Site in Lewiston/Woodville Area$1,800
BIG BROTHERS BIG SISTERS
225 N HIGH STHARRISONBURGVA22802N/APCGeneral & Unrestricted$10,000
BIG BROTHERS BIG SISTERS OF THE HEART OF GEORGIA
2720 RIVERSIDE DRMACONGA31204N/APCGeneral & Unrestricted$5,000
BLACKWATER-CREEDS FOUNDATION
PO BOX 7015VIRGINIA BCHVA23457N/APCFood Baskets and Community Needs Program$4,000
BOY SCOUTS OF AMERICA
100 W 10TH STWILMINGTONDE19801N/APCDelmarva Council of The Boy Scouts of America$500
BOYS & GIRLS CLUB OF FRANKLIN-SIMPSON COUNTY
PO BOX 888FRANKLINKY42135N/APCGeneral & Unrestricted$5,000
BOYS & GIRLS CLUBS OF SOUTHERN MAINE
277 CUMBERLAND AVEPORTLANDME04101N/APCGeneral & Unrestricted$2,500
CAL RIPKEN SR FOUNDATION INC
1427 CLARKVIEW RD STE 100BALTIMOREMD21209N/APCBadges for Baseball Program$25,000
CENTRAL PENNSYLVANIA FOOD BANK
3908 COREY RDHARRISBURGPA17109N/APCChildhood Nutrition in Lancaster and Lebanon County$10,000
CHALLENGE ASPEN
PO BOX 6639SNOWMASS VLGCO81615N/APCGeneral & Unrestricted$1,500
COASTAL HOSPICE INC
PO BOX 1733SALISBURYMD21802N/APCCompass Program$40,600
COMMUNITY FOUNDATION OF THE EASTERN SHORE INC
1324 BELMONT AVE STE 401SALISBURYMD21804N/APCGeneral & Unrestricted$1,000
COMMUNITY FOUNDATION OF THE EASTERN SHORE INC
1324 BELMONT AVE STE 401SALISBURYMD21804N/APCDelmarva Zoological Society - Renew The Zoo Fund$75,000
COMMUNITY FOUNDATION OF THE EASTERN SHORE INC
1324 BELMONT AVE STE 401SALISBURYMD21804N/APCCharitable Event$500
DELAWARE SPECIAL OLYMPICS INC
619 S COLLEGE AVENEWARKDE19716N/APCCharitable Event$5,000
DELAWARE TECHNICAL & COMMUNITY COLLEGE EDU FDN
100 CAMPUS DRDOVERDE19903N/ASO IIFood Safety Associate Degree Program$50,000
DELMAR PUBLIC LIBRARY
101 N BI STATE BLVDDELMARDE19940N/APCCurrent Capital Campaign$5,000
DISCOVERY PLACE INC
301 N TRYON STCHARLOTTENC28202N/APCDiscovery Place KIDS - Rockingham Campaign & An Exhibit on Healthy Food Choices, Including An Element on Sustainable Agriculture$33,333
DOVE POINTE INC
PO BOX 1610SALISBURYMD21802N/APCTo Purchase Adaptive Lift$2,000
EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE
61 CORPORATE CIRNEW CASTLEDE19720N/APCGeneral & Unrestricted$5,000
FOOD BANK OF DELAWARE INC
14 GARFIELD WAYNEWARKDE19713N/APCCharitable Event$2,500
FOOD BANK OF DELAWARE INC
14 GARFIELD WAYNEWARKDE19713N/APCMilford Branch Capital Campaign$20,000
FOOD BANK OF DELAWARE INC
14 GARFIELD WAYNEWARKDE19713N/APCStrike Out Hunger Program to Benefit the Milford Branch$5,000
FOODBANK OF SOUTHEASTERN VIRGINIA
800 TIDEWATER DRNORFOLKVA23504N/APCStrike Out Hunger Program on the Eastern Shore$5,000
FUTURE FARMERS OF AMERICA
2301 N CAMERON ST STE 205HARRISBURGPA17110N/APCGeneral & Unrestricted$5,000
HABITAT FOR HUMANITY INTERNATIONAL INC
PO BOX 759GEORGETOWNDE19947N/APCGeneral & Unrestricted$1,700
HABITAT FOR HUMANITY INTERNATIONAL INC
908 W ISABELLA STSALISBURYMD21801N/APCGeneral & Unrestricted$6,700
HABITAT FOR HUMANITY INTERNATIONAL INC
PO BOX 1327BERLINMD21811N/APCGeneral & Unrestricted$1,600
HARVEST HOPE FOOD BANK
2220 SHOP RDCOLUMBIASC29201N/APCGeneral & Unrestricted$5,000
HEALTHY LEARNERS
2475 E 22ND STCLEVELANDOH44115N/APCHealthy Learners - Dillon, SC$7,500
HELP OUTREACH POINT OF ENTRY
129 BROAD STSALISBURYMD21801N/APCCommunity Emergency Shelter in Asbury$1,000
HISTORIC GEORGETOWN ASSOCIATION
28448 DUPONT BLVDMILLSBORODE19966N/APCGeorgetown Community Playground$10,000
HOPE AND LIFE OUTREACH INC
701 SNOW HILL RDSALISBURYMD21804N/APCHarvest of Hope$2,500
N HOSTETTER
INDIANA STATE UNIVERSITYTERRE HAUTEIN47809N/AScholarship Grant$5,000200 N 7TH ST PH 100
JUNIOR ACHIEVEMENT OF DELAWARE INC
522 S WALNUT STWILMINGTONDE19801N/APCStudents in Sussex County, DE$2,500
KEEP GEORGIA BEAUTIFUL FOUNDATION
60 EXECUTIVE PARK S NEATLANTAGA30329N/APCGeorgia Rivers Alive! Program$5,000
LEAD MARYLAND FOUNDATION INC
PO BOX 169QUEENSTOWNMD21658N/APCGeneral & Unrestricted$5,000
LIGHT HOUSE MINISTRIES INC
PO BOX 54KELLERVA23401N/APCBuilding An Addition to A Shelter$3,000
LOAVES AND FISHES MINISTRY OF MACON INC
PO BOX 825MACONGA31202N/APCTo Address Hunger in Macon and Bibb Counties$1,000
LYME DISEASE RESEARCH FOUNDATION INC
10755 FALLS RD STE 200LUTHERVILLEMD21093N/APCGeneral & Unrestricted$5,000
MAC INCORPORATED
909 PROGRESS CIR STE 100SALISBURYMD21804N/APCGeneral & Unrestricted$1,000
MAINE COLLEGE OF ART
522 CONGRESS STPORTLANDME04101N/APCGeneral & Unrestricted$2,500
MARCH OF DIMES
860 GREENBRIER CIR STE 502CHESAPEAKEVA23320N/APCTo Benefit the Eastern Shore of Virginia$2,500
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS RDBALTIMOREMD21227N/APCElect to End Hunger - Salisbury Program$10,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS RDBALTIMOREMD21227N/APCSchool Pantry Program$15,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS RDBALTIMOREMD21227N/APCWicomico County School Pantry Program$10,000
MARYLAND FOOD BANK INC
2200 HALETHORPE FARMS RDBALTIMOREMD21227N/APCStrike Out Hunger Program on the Eastern Shore$5,000
D ORLEANS
MASSACHUSETTS INSTITUTE OF TECHNOLOCAMBRIDGEMA02139N/AScholarship Grant$5,00077 MASSACHUSETTS AVE RM 11-120
E JARRETT
MERCYHURST COLLEGEERIEPA16546N/AScholarship Grant$5,000501 E 38TH ST
K BURKETT
MEREDITH COLLEGERALEIGHNC27607N/AScholarship Grant$5,0003800 HILLSBOROUGH ST
T BROWN
MEREDITH COLLEGERALEIGHNC27607N/AScholarship Grant$5,0003800 HILLSBOROUGH ST
MILFORD HOUSING DEVELOPMENT CORPORATION
977 E MASTEN CIRMILFORDDE19963N/APCHome Repair Project$3,000
NANTICOKE WATERSHED ALLIANCE INC
PO BOX 111VIENNAMD21869N/APCCharitable Event$2,000
NATIONAL 4-H COUNCIL
7100 CONNECTICUT AVECHEVY CHASEMD20815N/APCGeneral & Unrestricted$2,000
E SIZEMORE
NORTH CAROLINA STATE UNIVERSITYRALEIGHNC27695N/AScholarship Grant$5,0002016 HARRIS HALL BOX 7302
M NEWSOME
NORTH CAROLINA STATE UNIVERSITYRALEIGHNC27695N/AScholarship Grant$5,0002016 HARRIS HALL BOX 7302
R PHTHISIC
NORTH CAROLINA STATE UNIVERSITYRALEIGHNC27695N/AScholarship Grant$5,0002016 HARRIS HALL BOX 7302
OLD-GROWTH FOREST NETWORK
4701 WHITEHAVEN RDQUANTICOMD21856N/APCGeneral & Unrestricted$1,000
OWENSBORO COMMUNITY AND TECHNICAL COLLEGE FDN
4800 NEW HARTFORD RDOWENSBOROKY42303N/APCNational Endowment for Humanities$5,000
OYSTER RECOVERY PARTNERSHIP INC
1805-A VIRGINIA AVEANNAPOLISMD21401N/APCCommunity Oyster Growing Program$15,000
OYSTER RECOVERY PARTNERSHIP INC
1805-A VIRGINIA AVEANNAPOLISMD21401N/APCShell Recycling Initiative$10,000
PENINSULA REGIONAL MEDICAL CENTER
100 E CARROLL STSALISBURYMD21801N/APCMother/Baby Unit$100,000
PORTLAND OPERA REPERTORY THEATRE
PO BOX 7733PORTLANDME04112N/APCGeneral & Unrestricted$2,500
PREBLE STREET
38 PREBELE ST 3RD FLPORTLANDME04101N/APCGeneral & Unrestricted$1,000
PUTNAM COUNTY RESCUE SQUAD INC
700 COUNTY SERVICES DRCOOKEVILLETN38501N/APCGeneral & Unrestricted$3,000
R GATTONI
RADFORD UNIVERSITYRADFORDVA24142N/AScholarship Grant$5,000PO BOX 6922
REHOBOTH BAPTIST ASSOCIATION
744 LAKE JOY RDWARNER ROBINSGA31088N/APCWingate Camps$5,000
RETIRED SENIOR VOLUNTEER PROGRAM OF DAVIESS COUNTY
PO BOX 648WASHINGTONIN47501N/APCFriends Feeding Friends$3,000
SALISBURY FIRE DEPARTMENT INCORPORATED
325 CYPRESS STSALISBURYMD21801N/APCGeneral & Unrestricted$1,000
SALISBURY HIGH SCHOOL ASSOCIATION
PO BOX 4181SALISBURYMD21803N/APCCharitable Event$700
SALISBURY SCHOOL INC
6279 HOBBS RDSALISBURYMD21804N/APCSalisbury School Horizons Program$7,500
SENATOR GEORGE J MITCHELL SCHLRSHP RESEARCH INST
22 MONUMENT SQ STE 200PORTLANDME04101N/APCGeneral & Unrestricted$2,500
SKYLINE LITERACY
975 S HIGH STHARRISONBURGVA22801N/APCGeneral & Unrestricted$2,500
SON SPOT MINISTRIES INCORPORATED
PO BOX 756OCEAN CITYMD21843N/APCGeneral & Unrestricted$4,000
SUSSEX COMMUNITY CRISIS HOUSING SERVICES INC
204 E N STGEORGETOWNDE19947N/APCGeneral & Unrestricted$2,500
J BOHANNON
TENNESSEE TECHNOLOGICAL UNIVERSITYCOOKEVILLETN38505N/AScholarship Grant$5,000PO BOX 5076
THE COMMUNITY FOUNDATION INC
7501 BOULDER VIEW DR STE 110N CHESTERFIELDVA23225N/APCFranklin P. Perdue Fund$16,000
THE GRANITE STATE CHILDRENS ALLIANCE
2 WELLMAN AVE STE 140NASHUANH03064N/APCHillsborough County Child Advocacy Center$2,500
THE UNITED WAY OF GREATER WATERBURY INC
PO BOX 2688WATERBURYCT06723N/APCGeneral & Unrestricted$5,000
J POWELL
TOWSON UNIVERSITYTOWSONMD21252N/AScholarship Grant$5,0008000 YORK RD
TUSKEGEE UNIVERSITY
116 KRESGE CENTERTUSKEGEEAL36088N/APCPerdue Scholarship Program$10,000
UNITED FUND OF DILLON COUNTY INC
PO BOX 828DILLONSC29536N/APCGeneral & Unrestricted$1,726
UNITED WAY OF CENTRAL GEORGIA INC
PO BOX 1302MACONGA31202N/APCGeneral & Unrestricted$6,750
UNITED WAY OF CENTRAL INDIANA INC
PO BOX 88409INDIANAPOLISIN46208N/APCGeneral & Unrestricted$247
UNITED WAY OF DAVIESS COUNTY INC
200 E VAN TREES STWASHINGTONIN47501N/APCGeneral & Unrestricted$4,096
UNITED WAY OF DAVIESS COUNTY INC
200 E VAN TREES STWASHINGTONIN47501N/APCDaviess County Organizations Active in Disaster - TORNADO Fund$20,000
UNITED WAY OF DELAWARE INC
625 N ORANGE STWILMINGTONDE19801N/APCGeneral & Unrestricted$5,656
UNITED WAY OF HALL COUNTY INC
PO BOX 2656GAINESVILLEGA30503N/APCGeneral & Unrestricted$626
UNITED WAY OF HARRISONBURG & ROCKINGHAM COUNTY INC
420 CHESAPEAKE AVEHARRISONBURGVA22801N/APCGeneral & Unrestricted$6,430
UNITED WAY OF HOPEWELL PRINCE GEORGE
PO BOX 394HOPEWELLVA23860N/APCGeneral & Unrestricted$524
UNITED WAY OF LEBANON COUNTY INC
PO BOX 1164LEBANONPA17042N/APCGeneral & Unrestricted$421
UNITED WAY OF NORTH CAROLINA
875 WALNUT ST SUTIE 150BCARYNC27511N/APCUnited Way of Richmond County, NC$4,304
UNITED WAY OF SKAGIT COUNTY
PO BOX 451BURLINGTONWA98233N/APCGeneral & Unrestricted$500
UNITED WAY OF THE LOWER EASTERN SHORE INC
801 N SALISBURY BLVD 202SALISBURYMD21801N/APCGeneral & Unrestricted$90,834
UNITED WAY OF THE LOWER EASTERN SHORE INC
801 N SALISBURY BLVD 202SALISBURYMD21801N/APCSponsorship of The 2013 Brochure and Pledge Form Where The Perdue Logo and Sponsorship Will Be Recognized$10,000
UNITED WAY OF THE OHIO VALLEY INC
PO BOX 705OWENSBOROKY42302N/APCGeneral & Unrestricted$701
UNITED WAY OF VIRGINIAS EASTERN SHORE INC
PO BOX 605ONLEYVA23418N/APCGeneral & Unrestricted$3,000
UNIVERSITY OF DELAWARE
78 E DELAWARENEWARKDE19716N/APCGraduate Fellowship in the Department of Animal and Food Sciences$25,000
K LITTLE
UNIVERSITY OF GEORGIAATHENSGA30602N/AScholarship Grant$5,000220 HOLMES/HUNTER ACADEMIC BLDG
UNIVERSITY OF MARYLAND FOUNDATION INC
3300 METZEROTT RDADELPHIMD20783N/APCDiamond Jubilee Ball on April 19, 2013$5,000
L LAMBERT
UNIVERSITY OF NORTH CAROLINA AT WILWILMINGTONNC28403N/AScholarship Grant$5,000601 S COLLEGE RD
J BRUNSON
UNIVERSITY OF SOUTH ALABAMAMOBILEAL36688N/AScholarship Grant$5,000390 ALUMNI CIR RM 1300
T KING
UNIVERSITY OF TENNESSEEKNOXVILLETN37996N/AScholarship Grant$5,000211 STUDENT SERVICES BLDG
UPTOWN PERRY PARTNERSHIP INC
PO BOX 2030PERRYGA31069N/APCCharitable Event$2,500
VIRGINIA FDN FOR AGRICULTURE IN THE CLASSROOM
PO BOX 27552RICHMONDVA23261N/APCGeneral & Unrestricted$5,000
VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUC
101 N 14TH ST FL 15RICHMONDVA23219N/APCGeneral & Unrestricted$1,000
K PERRY
WEST VIRGINIA UNIVERSITYMORGANTOWNWV26506N/AScholarship Grant$5,000B-33 STEWART HALL PO BOX 6003
WICOMICO COUNTY BOARD OF EDUCATION
900 MOUNT HERMON RDSALISBURYMD21802N/APCMentoring Program$9,591
WICOMICO COUNTY FREE LIBRARY INC
122 S DIVISION STSALISBURYMD21801N/APCCharitable Event$1,000
WOMEN SUPPORTING WOMEN INC
1320 BELMONT AVE STE 402SALISBURYMD21804N/APCDatabase Upgrades$5,000
WOR-WIC TECHNICAL COMMUNITY COLLEGE FOUNDATION INC
32000 CAMPUS DRSALISBURYMD21804N/APCHazel Center, Room 302$30,000
YOUNG AMERICAS FOUNDATION
110 ELDEN ST STE AHERNDONVA20170N/APCGeneral & Unrestricted$10,000
YOUNG MENS CHRISTIAN ASSOC OF THE CHESAPEAKE INC
202 PEACH BLOSSOM LNEASTONMD21601N/APCMid Shore Family YMCA Facility Renovation and Expansion$30,000
WORCESTER COUNTY SHERRIF'S OFFICE
1 W MARKET STREET RM 1001SNOW HILLMD21863N/APCK-9 UNIT PROGRAM$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,044,839TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,470ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$531,837ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$568,025ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
Federal Tax Refund01$212
INTEREST ON PROMISSORY NOTE01$19,337

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,157,881ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,157,881TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonEileen F BurzaPersonNm
Short Explanation*Removed from positions effective 2/12/2013.ShortExplanationTxt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD FTSE ALL-WORLD EX-US$2,297,892$2,688,887
VANGUARD SHORT-TERM INFLATION-$1,706,201$1,675,498
VANGUARD TOTAL BOND MARKET IND$10,411,338$10,366,124
VANGUARD TOTAL STOCK MARKET IN$7,032,355$11,112,245

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Revenue And Expenses Per Books$69,943RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$69,943DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Tax Refund$212
Interest on Promissory Note$19,337$19,337

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$29,763$29,763
OTHER PROF. SVS - REVIEW COMM.$3,400$3,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF EXTENSION FOR 2012$626
990-PF ESTIMATED TAX FOR 2013$18,500