KNOTT FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- KNOTT FAMILY FOUNDATION INC (EIN 56-2003192)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-04
- IRS object ID
- 201121249349100002
- Schema version
- 2010v3.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-04T08:35:59-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERSON CPA FIRM PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1904 FRONT STREET SUITE 420 | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562003192 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KNOTT FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KNOT | NameControl |
| Phone | 9199134719 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 277052752 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRUCE W KNOTT | Name |
| Title | FOUNDER | Title |
| Phone | 9199134719 | Phone |
| Date Signed | 2011-05-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM F ROBERSON CPA | Name |
| Phone | 9193830441 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 527083 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 54405 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 12676 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 12676 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7448 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 644200 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 67327 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 74529 | TotalRevenueAndExpenses |
| Total Net Investment Income | 80003 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1275 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1147 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 128 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3306 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3306 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 718 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 580 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 52 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 46 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 6 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5351 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5079 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 134 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 52559 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 52559 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 57910 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5079 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 52693 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16619 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 74924 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 127400 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 37908 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 37908 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 252939 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 0 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 0 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 280839 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 449093 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 489829 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 31402 | InvestmentsOtherBOY |
| Other Assets BOY | -2324 | OtherAssetsBOY |
| Other Assets EOY | -865 | OtherAssetsEOY |
| Other Assets EOYFMV | -654 | OtherAssetsEOYFMV |
| Total Assets BOY | 690256 | TotalAssetsBOY |
| Total Assets EOY | 486136 | TotalAssetsEOY |
| Total Assets EOYFMV | 527083 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 313 | AccountsPayableBOY |
| Accounts Payable EOY | 384 | AccountsPayableEOY |
| Mortgages And Notes Payable BOY | 220811 | MortgagesAndNotesPayableBOY |
| Total Liabilities BOY | 221124 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 384 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 469132 | RetainedEarningsBOY |
| Retained Earnings EOY | 485752 | RetainedEarningsEOY |
| Total Net Assets BOY | 469132 | TotalNetAssetsBOY |
| Total Net Assets EOY | 485752 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 690256 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 486136 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 469132 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16619 | ExcessOfRevenueOverExpenses |
| Other Increases | 1 | OtherIncreases |
| Subtotal | 485752 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 485752 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY ACCOUNT #81221 | P | 519020 | 521497 | -2477 | -2477 |
| MORGAN STANLEY SMITH BARNEY ACCOUNT #81221 | P | 36889 | 26153 | 10736 | 10736 |
| MORGAN STANLEY SMITH BARNEY ACCOUNT #81221 | D | 88291 | 29223 | 59068 | 59068 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 67327 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1498 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1498 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1498 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Tax Due | 1502 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BRUCE W KNOTT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9193839308 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 277052452 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BRUCE W KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| JANET C KNOTT | ||||||||
| 3210 MEDFORD RD | DURHAM | NC | 27705 | DIRECTOR | 0.25 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 404428 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 82655 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 487083 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 487083 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 7306 | CashDeemedCharitable |
| Net Noncharitable Assets | 479777 | NetNoncharitableAssets |
| Minimum Investment Return | 23989 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 23989 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1498 | TaxBasedOnInvestmentIncome |
| Total Tax | 1498 | TotalTax |
| Distributable Amount Before Adj | 22491 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 22491 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 22491 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 52693 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 52693 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 52693 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22491 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 25995 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 27764 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 47266 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 11861 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 24564 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 137450 | TotalExcessDistriCarryover |
| Qualifying Distributions | 52693 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 22491 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 30202 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 167652 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 25995 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 141657 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 27764 | ExcessFromYear4 |
| Excess From Year3 | 47266 | ExcessFromYear3 |
| Excess From Year2 | 11861 | ExcessFromYear2 |
| Excess From Year1 | 24564 | ExcessFromYear1 |
| Excess From Current Year | 30202 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRUCE W KNOTT | ContributingManager |
| Contributing Manager | JANET C KNOTT | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MR BRUCE W KNOTT DIRECTOR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD RD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9193839308 | RecipientPhoneNumber |
| Form And Info And Materials | APPLY BY LETTER, INCLUDE: A PROFORMA OF FINANCIAL DATA, AN ORGANIZATIONAL PURPOSE STATEMENT, A COPY OF THE CHARTER, A FEDERAL IDENTIFICATION NUMBER AND A COPY OF THE TAX EXEMPT STATUS. | FormAndInfoAndMaterials |
| Submission Deadlines | JULY 1 | SubmissionDeadlines |
| Restrictions On Awards | LIMITED TO RELIGIOUS, MEDICAL OR EDUCATIONAL PURPOSES | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALLEGHANY CO NCCF COMMUNITY FUND | ||||||
| 4601 SIX FORKS RD | RALEIGH | NC | 27609 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $400 |
| ALZHEIMERS ASSOC | ||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| BARBARA SINATRA CHILD CENTER | ||||||
| 390000 BOB HOPE DR | RANCHO MIRAGE | CA | 92270 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| BAY LEAF BAPTIST CHURCH | ||||||
| 12200 BAY LEAF CHURCH RD | RALEIGH | NC | 27614 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CENTER FOR WOMENRACING | ||||||
| 4312 LEXINGTON RD | PARIS | KY | 40361 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| CHERRY LANE VFD | ||||||
| PO BOX 162 | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| COOLIDGE SCHOOL | ||||||
| 89 BURCH MEADOW DRIVE | READING | MA | 01867 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25 |
| CROP WALK | ||||||
| 305 E MAIN ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DUKE CANCER CENTER | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,000 |
| DUKE CANCER PATIENT SUPPORT FUND | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25 |
| DUKE HOSPICE | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $80 |
| DUKE LADY BLUE | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $300 |
| DUKE UNIVERSITY BLUE JEAN BALL | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| DUKE UNIVERSITY MEDICAL CENTER | ||||||
| ERWIN RD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $25,000 |
| DURHAM EXCHANGE CLUB | ||||||
| 1717 E LAWSON ST | DURHAM | NC | 27703 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $250 |
| DURHAM RESCUE MISSION | ||||||
| 507 E KNOX ST | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $200 |
| DURHAM VA MEDICAL CENTER | ||||||
| 508 FULTON ST | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $250 |
| FELLOWSHIP LODGE 687 | ||||||
| 318 BAHAMA RD | DURHAM | NC | 27704 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $400 |
| HIGH MEADOWS CHAPEL | ||||||
| HIGH MEADOWS DR | ROARING GAP | NC | 28668 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $350 |
| HOSPICE OF WAKE COUNTY | ||||||
| 250 HOSPICE CR | RALEIGH | NC | 27607 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| KAPPA ALPHA | ||||||
| PO BOX 1865 | LEXINGTON | VA | 24450 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $500 |
| LEE NATIONAL DENIM DAY | ||||||
| PO BOX 60468 | LOS ANGELES | CA | 90060 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| MOUNTAIN PARK RURITAN CLUB | ||||||
| 123 SNOWS GARDEN LANE | STATE ROAD | NC | 28676 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $70 |
| MUSEUM OF LIFE AND SCIENCE | ||||||
| MURRAY AVE | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $100 |
| OAK GROVE LODGE | ||||||
| CHEEK RD | DURHAM | NC | 27701 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $300 |
| PRESERVATION DURHAM | ||||||
| 3001 ACADEMY RD | DURHAM | NC | 27707 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| ROSE OF SHARON BAPTIST CHURCH | ||||||
| ROSE OF SHARON ROAD | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $1,050 |
| SPARTA UMC | ||||||
| PO BOX 697 | SPARTA | NC | 28675 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $50 |
| TEMPLE BAPTIST CHURCH | ||||||
| 4504 STERLING DR | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $20,469 |
| UNITED WAY | ||||||
| 1005 SLATER RD | DURHAM | NC | 27703 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $300 |
| VOYAGER ACADEMY | ||||||
| 101 HOCK PARC | DURHAM | NC | 27705 | PUBLIC | RELIGIOUS, MEDICAL OR EDUCATIONAL | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 52559 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $12,676 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7448 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $12,676 | ExclusionAmount |
| Related Or Exempt Function Income | 7448 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20124 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumber |
| Relationship Statement | PROCEEDS USED TO MAKE CONTRIBUTIONS TO QUALIFYING CHARITABLE GROUPS | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | BRUCE W JANET C KNOTT | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD RD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 54405 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 28 SH. ALK , 475 SH. CVC, 118 SH. MSG, 15 SH. NFLX, 415 SH. RWK,367 SH. RWJ, 250 SH. RWK | NoncashPropertyDescription |
| Fair Market Value | 54405 | FairMarketValue |
| Date Received | 2010-12-07 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WILLIAM F. ROBERSON, CPA - PREPARATION OF INCOME TAX RETURNS | Category |
| Amount | $1,275 | Amount |
| Net Investment Income | 1147 | NetInvestmentIncome |
| Disbursements Charitable Prps | 128 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (42 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 163SH. JOHNSON & JOHNSON | 10071 | 10082 |
| 163SH. PROCTOR & GAMBLE | 9685 | 10486 |
| 120SH. BRITISH AMERICAN TOBACCO | 8361 | 9324 |
| 167SH. PHILIP MORRIS | 8189 | 9775 |
| 185SH. WAL-MART STORES | 9522 | 9977 |
| 257SH. ACE LIMITED | 13172 | 15998 |
| 201SH. AUTOMATIC DATA PROCESSING INC | 9006 | 9302 |
| 156SH. BOEING | 9605 | 10181 |
| 590SH. BRISTOL MYERS SQUIBB CO | 14757 | 15623 |
| 241SH. CONOCOPHILLIPS | 11647 | 16412 |
| 781SH. CORNING INC | 12774 | 15089 |
| 558SH. MICROSOFT CORP | 14903 | 15574 |
| 209SH. QUALCOMM | 7535 | 10343 |
| 207SH. TEVA PHARM INDS | 12281 | 10791 |
| 585SH. VODAPHONE GROUP | 13813 | 15467 |
| 289SH. AMERICAN ELECTRIC POWER CO. | 10347 | 10398 |
| 363SH. AMERICAN EXPRESS CO. | 14432 | 15580 |
| 781SH. APPLIED MATERIALS INC. | 10190 | 10973 |
| 201SH. BB&T CORP | 4557 | 5284 |
| 58SH. BLACKROCK INC | 9485 | 11054 |
| 524SH. CISCO SYS INC | 10441 | 10601 |
| 587SH. DUKE ENERGY CORP | 10243 | 10454 |
| 183SH. EMERSON ELECTRIC CO | 8026 | 10462 |
| 557SH. GENERAL ELECTRIC CO | 8430 | 10188 |
| 305SH. HOME DEPOT INC | 8395 | 10693 |
| 693SH. INTEL CORP | 13424 | 14574 |
| 103SH. INTL BUSINESS MACHINES | 13011 | 15116 |
| 164SH. KIMBERLY CLARK CORP | 9867 | 10339 |
| 147SH. LOCKHEED MARTIN CORP | 10089 | 10277 |
| 292SH. MEDTRONIC INC | 10589 | 10830 |
| 344SH. NYSE EURONEXT | 9979 | 10313 |
| 279SH. NOVARTIS AG ADR | 13408 | 16447 |
| 156SH. PEPSICO INC. | 9977 | 10191 |
| 195SH. ROYAL BANK OF CANADA | 9688 | 10210 |
| 237SH. ROYAL DUTCH SHELL PLC ADR | 14735 | 15827 |
| 120SH. 3M COMPANY | 9788 | 10356 |
| 294SH. TOTAL S.A. SPONS ADR | 15309 | 15723 |
| 406SH. US BANCORP DEL NEW | 9967 | 10950 |
| 141SH. UNITED PARCEL SERVICE | 9897 | 10234 |
| 119SH. VF CORP | 9935 | 10255 |
| 152SH. VISA INC | 12230 | 10698 |
| 250SH. REVENUE SHARES MID CAP | 7333 | 7378 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OPTIONS | Description |
| BOY Book Value | -2324 | BOYBookValue |
| EOY Book Value | -865 | EOYBookValue |
| EOYFMV | -654 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADVERTISING | 36 | 32 | 4 |
| MISCELLANEOUS | 16 | 14 | 2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SMITH BARNEY - INVESTMENT CONSULTATION | Category |
| Amount | $3,306 | Amount |
| Net Investment Income | 3306 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | BRUCE W JANET C KNOTT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3210 MEDFORD ROAD | AddressLine1 |
| City | DURHAM | City |
| State | NC | State |
| ZIP Code | 27705 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAX | $138 | 0 | 0 |
| FOREIGN TAXES PAID | $580 | 580 | 0 |