NIVISON FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- NIVISON FAMILY FOUNDATION (EIN 81-0657168)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201122289349100607
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-12T10:33:16-05:00 | 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 | ALEXANDER GUESS CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810657168 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NIVISON FAMILY FOUNDATION CO ARTHUR E NIVISON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NIVI | NameControl |
| Phone | 9198728885 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ARTHUR E NIVISON | Name |
| Title | TRUSTEE | Title |
| Phone | 9198728885 | Phone |
| Date Signed | 2011-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES E COBB CPA | Name |
| Phone | 9193807450 | Phone |
| Date Prepared | 2011-08-08 | DatePrepared |
| 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 | 2913806 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2691653 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 80099 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 80099 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17721 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3236377 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17721 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2789473 | TotalRevenueAndExpenses |
| Total Net Investment Income | 97820 | 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 | 550 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 550 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2790 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 2790 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 108 | InterestRevAndExpnss |
| Interest Net Invst Incm | 108 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 71 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 346 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 346 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3865 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3794 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 417056 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 417056 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 420921 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3794 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 417056 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2368552 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 94026 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 20739 | CashBOY |
| Cash EOY | 47067 | CashEOY |
| Cash EOYFMV | 47067 | CashEOYFMV |
| Investments Other BOY | 195911 | InvestmentsOtherBOY |
| Investments Other EOY | 2538135 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2866739 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 216650 | TotalAssetsBOY |
| Total Assets EOY | 2585202 | TotalAssetsEOY |
| Total Assets EOYFMV | 2913806 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 216650 | RetainedEarningsBOY |
| Retained Earnings EOY | 2585202 | RetainedEarningsEOY |
| Total Net Assets BOY | 216650 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2585202 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 216650 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2585202 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 216650 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2368552 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2585202 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2585202 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 100 SH BP PLC | P | 2010-03-31 | 2010-04-29 | 5386 | 5667 | -281 | -281 |
| 500 SH CATERPILLAR INC | P | 2009-04-01 | 2010-01-22 | 27593 | 14599 | 12994 | 12994 |
| 100 SH CHEVRON | P | 2010-04-29 | 2010-05-06 | 7239 | 8223 | -984 | -984 |
| 700 SH DOMINION RESOURCES | P | 2010-07-23 | 2010-12-16 | 29554 | 29498 | 56 | 56 |
| 400 SH EXXON MOBIL | P | 2010-05-11 | 2010-06-29 | 23200 | 25871 | -2671 | -2671 |
| 200 SH EXXON MOBIL | P | 2009-04-01 | 2010-03-30 | 13404 | 13839 | -435 | -435 |
| 300 SH FREEPORT-MCMORAN | P | 2009-08-04 | 2010-01-21 | 22830 | 19281 | 3549 | 3549 |
| 500 SH NEXTERA ENERGY INC | P | 2010-07-23 | 2010-11-18 | 26295 | 26380 | -85 | -85 |
| 850 SH NEXTERA ENERGY INC | P | 2010-10-20 | 2010-11-18 | 44701 | 47675 | -2974 | -2974 |
| 700 SH PROGRESS ENERGY | P | 2010-07-23 | 2010-12-16 | 30493 | 29190 | 1303 | 1303 |
| 1575 SH ISHARES RUSSELL VALUE | P | 2010-03-31 | 2010-05-06 | 61298 | 63583 | -2285 | -2285 |
| 1325 SH ISHARES RUSSELL MIDCAP | P | 2010-03-31 | 2010-05-19 | 61439 | 64647 | -3208 | -3208 |
| 850 SH ARTISAN MID CAP VALUE | P | 2010-04-22 | 2010-05-24 | 14936 | 16500 | -1564 | -1564 |
| 355 SH BARON GROWTH FUND | P | 2010-04-22 | 2010-05-07 | 15082 | 16500 | -1418 | -1418 |
| 460 SH BLACKROCK US OPPORTUNITIES | P | 2010-04-22 | 2010-05-07 | 14584 | 16500 | -1916 | -1916 |
| 2,931 SH DELAWARE LTD-TERM DIV INC FD | P | 2010-05-11 | 2010-10-13 | 26493 | 26200 | 293 | 293 |
| 5,698 SH DELAWARE LTD-TERM DIV INC FD | P | 2010-02-08 | 2010-04-21 | 51228 | 51000 | 228 | 228 |
| 2,728 SH DREYFUS INT'L BOND FD | P | 2009-09-09 | 2010-03-30 | 43437 | 43000 | 437 | 437 |
| 1,957 SH FT TEMPLETON GLOBAL BOND FD | P | 2010-05-11 | 2010-12-27 | 26415 | 26200 | 215 | 215 |
| 4,710 SH FT TEMPLETON GLOBAL BOND FD | P | 2010-05-20 | 2010-12-27 | 63579 | 60000 | 3579 | 3579 |
| 1,083 SH FT TEMPLETON GLOBAL BOND FD | P | 2010-07-22 | 2010-12-27 | 14622 | 14200 | 422 | 422 |
| 68,493 SH FT TEMPLETON GLOBAL BOND FD | P | 2010-07-23 | 2010-12-27 | 924658 | 900000 | 24658 | 24658 |
| 42,480 SH FT TEMPLETON GLOBAL BOND FD | P | 2010-12-17 | 2010-12-27 | 573474 | 570500 | 2974 | 2974 |
| 3,493 SH FT TEMPLETON GLOBAL BOND FD | P | 2009-09-09 | 2010-04-21 | 47471 | 43000 | 4471 | 4471 |
| 542 SH GABELLI SMALL CAP GROWTH FD | P | 2010-04-22 | 2010-05-07 | 15016 | 16500 | -1484 | -1484 |
| 3,157 SH ING GLOBAL BOND CLASS A | P | 2009-09-09 | 2010-03-30 | 36839 | 37975 | -1136 | -1136 |
| 417 SH ING GLOBAL BOND CLASS A | P | 2009-09-09 | 2010-01-20 | 5000 | 5025 | -25 | -25 |
| 2,362 SH IVY LTD TERM BOND FUND | P | 2010-05-11 | 2010-10-13 | 26791 | 26200 | 591 | 591 |
| 53,220 SH PIMCO TOTAL RETURN FD | P | 2010-07-23 | 2010-12-16 | 570517 | 602448 | -31931 | -31931 |
| 2,360 SH PIMCO TOTAL RETURN FD | P | 2010-05-11 | 2010-11-18 | 27191 | 26200 | 991 | 991 |
| 26,285 SH PIMCO TOTAL RETURN FD | P | 2010-07-23 | 2010-11-18 | 302809 | 297552 | 5257 | 5257 |
| 4,021 SH PIMCO TOTAL RETURN FD | P | 2009-05-26 | 2010-03-30 | 44317 | 41703 | 2614 | 2614 |
| 892 SH ROYCE PREMIER FUND | P | 2010-04-22 | 2010-05-07 | 14966 | 16500 | -1534 | -1534 |
| 840 SH ROYCE SPECIAL EQUITY FD | P | 2010-04-22 | 2010-07-21 | 14273 | 16500 | -2227 | -2227 |
| CAPITAL GAINS DIVIDENDS | P | 9247 | 9247 | 9247 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17721 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 384184 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 336676 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.141109 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 413102 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 271044 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.524114 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 381780 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 607647 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.628292 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 170341 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 522993 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.325704 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 95000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 441307 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.215270 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.834489 | TotalDistributionRatio |
| Average Distribution Ratio | 0.766898 | AverageDistributionRatio |
| Net Noncharitable Assets | 2781382 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2133036 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 940 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2133976 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 417056 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1881 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1881 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1881 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 1883 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR E NIVISON | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9198728885 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 | 1 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 1 | TrFailToQualifyAsExceptions |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | A E NIVISON | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 2823738 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2823738 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2823738 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 42356 | CashDeemedCharitable |
| Net Noncharitable Assets | 2781382 | NetNoncharitableAssets |
| Minimum Investment Return | 139069 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 139069 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1881 | TaxBasedOnInvestmentIncome |
| Total Tax | 1881 | TotalTax |
| Distributable Amount Before Adj | 137188 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 137188 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 137188 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 417056 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 417056 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 417056 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 137188 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 72935 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 144359 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 352278 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 399568 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 367492 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1336632 | TotalExcessDistriCarryover |
| Qualifying Distributions | 417056 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 137188 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 279868 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1616500 | 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 | 72935 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1543565 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 144359 | ExcessFromYear4 |
| Excess From Year3 | 352278 | ExcessFromYear3 |
| Excess From Year2 | 399568 | ExcessFromYear2 |
| Excess From Year1 | 367492 | ExcessFromYear1 |
| Excess From Current Year | 279868 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 2005-03-22 | DateOfRuling |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||||||
| 3131 RDU CENTER DR SUITE 100 | MORRISVILLE | NC | 27560 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $500 | ||||
| BARIUM SPRINGS HOMES FOR CHILDREN | ||||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $1,000 | ||||
| BILLY GRAHAM EVANGELISTIC ASSOCIATION | ||||||||||
| 1 BILLY GRAHAM PARKWAY | CHARLOTTE | NC | 28201 | NONE | 2010 CONTRIBUTION TO BGEA GENERAL FUND | $1,500 | ||||
| BOYS & GIRLS CLUB OF RALEIGH | ||||||||||
| 701 NORTH RALEIGH BLVD | RALEIGH | NC | 27610 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $1,000 | ||||
| BOYS & GIRLS HOMES FOR CHILDREN | ||||||||||
| PO BOX 127 | LAKE WACCAMAW | NC | 28450 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| CHILD EVANGELISM FELLOWSHIP | ||||||||||
| PO BOX 348 | WARRENTON | OH | 63383 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $1,500 | ||||
| COVENANT HOUSE | ||||||||||
| TIMES SQUARE STATION PO BOX 731 | NEW YORK | NY | 10108 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $3,000 | ||||
| DUKE COMPREHENSIVE CANCER CENTER | ||||||||||
| DUMC - 3828 | DURHAM | NC | 27710 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $1,000 | ||||
| FOOD BANK OF NC | ||||||||||
| 3808 TARHEEL DRIVE | RALEIGH | NC | 27609 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $2,000 | ||||
| GLENAIRE FOUNDATION | ||||||||||
| 4000 GLENAIRE CIRCLE | CARY | NC | 27511 | NONE | 2010 CONTRIBUTION FOR ANNUAL CAMPAIGN | $5,000 | ||||
| HAITI OUTREACH MINISTRIES CO BILL AND LINDA GLASS | ||||||||||
| 725 REDDING RD | SUMNER | ME | 04292 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $2,500 | ||||
| MEALS ON WHEELS | ||||||||||
| PO BOX 37639 | RALEIGH | NC | 27627 | NONE | 2010 CONTRIBUTION | $2,000 | ||||
| RALEIGH RESCUE MISSION | ||||||||||
| PO BOX 27391 | RALEIGH | NC | 27611 | NONE | 2010 CONTRIBUTION FOR GENERAL FUND | $2,500 | ||||
| ST PAUL'S LUTHERAN CHURCH | ||||||||||
| 95 W STATE STREET | COLDWATER | MI | 49036 | NONE | ANNUAL CONTRIBUTION FOR THE GENERAL FUND | $12,500 | ||||
| THE CHURCH AT CLAYTON CROSSINGS | ||||||||||
| 11397 US HIGHWAY 70 | CLAYTON | NC | 27520 | NONE | 2010 CONTRIBUTION FOR GENERAL FUND | $200,000 | ||||
| THE SALVATION ARMY | ||||||||||
| PO BOX 27584 | RALEIGH | NC | 27615 | NONE | 2010 CONTRIBUTION FOR GENERAL FUND | $2,500 | ||||
| TRIANGLE CHAPTER AMERICAN RED CROSS | ||||||||||
| 100 PEARTREE LANE | RALEIGH | NC | 27610 | NONE | 2010 CONTRIBUTION FOR GENERAL FUND | $2,500 | ||||
| UNION THEOLGICAL SEMINARY | ||||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 2010 CONTRIBUTION FOR GENERAL FUND | $12,500 | ||||
| UNION THEOLGICAL SEMINARY | ||||||||||
| 3401 BROOK ROAD | RICHMOND | VA | 23227 | NONE | 2010 ANNUAL CONTRIBUTION FOR WILLIAM & MILDRED NIVISON CHAIR | $96,956 | ||||
| WHITE MEMORIAL PRESBYTERIAN CHURCH | ||||||||||
| 1704 OBERLIN RD | RALEIGH | NC | 27608 | NONE | GENERAL FUND CONTRIBUTION | $17,000 | ||||
| THE EVANGELICAL BIBLE COLLEGE - CHIZELE CAMPUS | ||||||||||
| NONE | CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS | $5,000 | CHIZELE CAMPUS | MUFUMBWE | ZAMBIA | ZA | ||||
| MILL SPRINGS ACADEMY | ||||||||||
| 13660 NEW PROVIDENCE RD | APPHARETTA | GA | 30004 | NONE | 2010 CONTRIBUTION TO THE ANNUAL FUND | $5,000 | ||||
| NC VETERINARY MEDICAL FOUNDATION | ||||||||||
| 4700 HILLSBOROUGH STREET | RALEIGH | NC | 27606 | NONE | CONTRIBUTION TO COMPANION ANIMAL HEALTH/EQUINE HEALTH | $10,000 | ||||
| SPRINGMOOR ENDOWMENT FUND | ||||||||||
| 1500 SAWMILL RD | RALEIGH | NC | 27615 | NONE | CONTRIBUTION IN MEMEORY OF WILLIAM B & MILDRED L NIVISON | $10,000 | ||||
| ST DAVID'S SCHOOL | ||||||||||
| 3400 WHITE OAK RD | RALEIGH | NC | 27609 | NONE | 2010 CONTRIBUTION TO THE ANNUAL FUND | $5,000 | ||||
| STEPUP MINISTRY WHITE MEMORIAL PRES CHURCH | ||||||||||
| 1704 OBERLIN RD | RALEIGH | NC | 27608 | NONE | 2010 ONE-TIME GIFT ON BEHALF OF WILLIAM B NIVISON | $1,000 | ||||
| TAP (TRILOGY ASSOC OF PARENTS) | ||||||||||
| 3810 MERTON DR | RALEIGH | NC | 27609 | NONE | 2010 CONTRIBUTION WHERE MOST NEEDED | $5,000 | ||||
| HAITI OUTREACH MINISTRIES CO RUBY BUTLER | ||||||||||
| 3100 GLENORA ROAD | RICHMOND | VA | 23219 | NONE | 2010 SPONSORSHIP FOR EMMANUEL TIERRE | $600 | ||||
| THE EVANGELICAL BIBLE COLLEGE - MANNA CAMPUS | ||||||||||
| NONE | CONTRIBUTION FOR SCHOLARSHIPS & BUILDING PROJECTS | $5,000 | MANNA CAMPUS | MUNGU | ZAMBIA | ZA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 417056 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 80099 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 17721 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 97820 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 97820 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | DIVIDENDS FROM INVESTMENTS |
| 6A | GAINS & LOSSES FROM SALE OF SECURITIES & FUNDS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $550 | Amount |
| Net Investment Income | 550 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2538135 | BookValue |
| EOYFMV | 2866739 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 346 | RevenueAndExpensesPerBooks |
| Net Investment Income | 346 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MANAGEMENT SERVICES | $1,400 | 1400 | 0 |
| WACHOVIA ADVISORY FEE | $0 | 0 | 0 |
| ASSOCIATION FEES | $1,390 | 1390 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| W B NIVISON | |||
| 4104 ATLANTIC AVE SUITE 145 | RALEIGH | NC | 27604 |
| PRUDENTIAL ANNUITIES LIFE ASSURANCE CORP | |||
| PO BOX 13467 | PHILADELPHIA | PA | 19176 |
| THE UNION CENTRAL LIFE INSURANCE COMPANY | |||
| PO BOX 40888 | CINCINNATI | OH | 45240 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INVESTMENT TAX EXPENSE | Category |
| Amount | $71 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |