GEORGE T BAKER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE T BAKER FOUNDATION INC (EIN 59-6151202)
- Tax period
- 2013-06-01 to 2014-05-31
- Filed
- 2015-01-12
- IRS object ID
- 201500129349100500
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-12T08:17:03-06:00 | ReturnTs |
| Tax Period End | 2014-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561146197 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARRARD MCGEE & CO PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1 |
| City | HIGH POINT | City |
| State | NC | State |
| ZIP Code | 27262 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596151202 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE T BAKER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 3368840410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1 |
| City | HIGH POINT | City |
| State | NC | State |
| ZIP Code | 27262 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA BAKER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3368840410 | PhoneNum |
| Signature | 2014-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA L WALSH | PreparerPersonNm |
| PTIN | P00012605 | PTIN |
| Phone | 3368840410 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,154,600 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,222 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,222 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,615 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,615 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,450 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $329,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,450 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,590 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,590 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $131,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,877 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $15,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,827 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,936 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,703 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $68,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $68,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,634 | CashBOYAmt |
| Cash EOY | $13,423 | CashEOYAmt |
| Cash EOYFMV | $13,423 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $98,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,117 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,117 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $415,496 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $866,800 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $162,668 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $260,192 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $269,427 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $776,085 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $706,617 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $955,833 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,466,873 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,483,787 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,154,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $158,719 | CapitalStockBOYAmt |
| Capital Stock EOY | $158,719 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,308,154 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,325,068 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,466,873 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,483,787 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,466,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,483,787 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,466,873 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,483,787 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,483,787 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | GAIN LOSS ON INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2008-11-05 | AcquiredDt |
| Sold | 2014-03-31 | SoldDt |
| Gross Sales Price | $329,066 | GrossSalesPriceAmt |
| Cost Or Other Basis | $236,616 | CostOrOtherBasisAmt |
| Gain Or Loss | $92,450 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $92,450 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,450 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,950 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,962,997 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037163 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $50,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,884,670 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026954 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,834,512 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038702 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,650 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,751,800 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035192 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,716,362 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.033676 | DistributionYr5Rt |
| Total Distribution | 0.171687 | TotalDistributionRt |
| Average Distribution | 0.034337 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,064,897 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,902 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,046 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,948 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $68,100 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,092 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,092 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,092 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $781 | OverpaymentAmt |
| Applied To ES Tax | $781 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PATRICIA L WALSH | IndividualWithBooksNm |
| Phone | 3368840410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5869 | AddressLine1 |
| City | HIGH POINT | City |
| State | NC | State |
| ZIP Code | 27262 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA I BAKER BEAHN | ||||||||
| PO BOX 1379 | LINVILLE | NC | 28646 | CHAIRMAN | 1.00 | $3,000 | $0 | $0 |
| RAYMOND BEAHN | ||||||||
| PO BOX 1379 | LINVILLE | NC | 28646 | PRESIDENT | 1.00 | $3,000 | $0 | $0 |
| PATRICIA WALSH | ||||||||
| PO BOX 5869 | HIGH POINT | NC | 27262 | SECRETARY/TREASURER | 10.00 | $0 | $0 | $0 |
| PATRICIA A CORBETT | ||||||||
| 4613 SELKIRK DRIVE | SNELLVILLE | GA | 30039 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| RAYMOND BEAHN JR | ||||||||
| PO BOX 227813 | MIAMI | FL | 33222 | VICE-PRESIDENT | 1.00 | $3,000 | $0 | $0 |
| HALEY BEAHN | ||||||||
| PO BOX 227813 | MIAMI | FL | 33222 | TRUSTEE | 1.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,021,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,096,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,096,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,064,897 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,245 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,245 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,092 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,092 | TotalTaxAmt |
| Distributable Before Adj | $101,153 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,153 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,153 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,100 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $67,349 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $67,349 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $751 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $100,402 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE THEATRE | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| APPLACHIAN REGIONAL HEALTHCARE FOUNDATION | |||||||
| 249 KIMBERLY DRIVE | BOONE | NC | 286075044 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 732 JOSEPH E LOWERY BLVD NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| ATLANTA HUMANE SOCIETY | |||||||
| 981 HOWELL MILL ROAD NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| AVERY COUNTY RESCUE SQUAD | |||||||
| PO BOX 155 | ELK PARK | NC | 28622 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BLOWING ROCK CHARITY HORSE SHOW FOUNDATION | |||||||
| PO BOX 650 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $3,000 |
| BLOWING ROCK COMMUNITY FOUNDATION | |||||||
| PO BOX 525 | BANNER ELK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $11,500 |
| BLOWING ROCK FIRE & RESCUE | |||||||
| 8001 VALLEY BLVD | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BRAAC - BLOWING ROCK | |||||||
| PO BOX 1628 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $100 |
| CAMILLUS HOUSE | |||||||
| PO BOX 011829 | MIAMI | FL | 331011829 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| CENTER FOR GREAT APES | |||||||
| PO BOX 488 | WAUCHULA | FL | 33873 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| CROSSNORE SCHOOL | |||||||
| PO BOX 249 | CROSSNORE | NC | 28616 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| DOCTORS WITHOUT BORDERS USA | |||||||
| 333 7TH AVENUE 2ND FLOOR | NEW YORK | NY | 100015004 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| FIRST CHRISTIAN CHURCH OF ATLANTA | |||||||
| 4532 LAVISTA ROAD | TUCKER | GA | 30084 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| FRIENDS OF AMERICAN LAKE VETERANS GOLF COURSE | |||||||
| PO BOX 99608 | LAKEWOOD | WA | 98496 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| GEORGIA PUBLIC TV | |||||||
| 260 14TH ST NW | ATLANTA | GA | 30318 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| GRANDFATHER HOME FOR CHILDREN INC | |||||||
| PO BOX 98 | BANNER ELK | NC | 286040098 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| HIGH COUNTY UNITED WAY | |||||||
| PO BOX 247 | BOONE | NC | 286070247 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| HIGH POINT ARTS COUNCIL | |||||||
| PO BOX 5526 | HIGH POINT | NC | 27262 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| HOSPICE OF WATAUGA COUNTY | |||||||
| BIRCHTREE SQUARE 4 136 FURMAN RD | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| LEES-MCRAE COLLEGE | |||||||
| PO BOX 128 | BANNER ELK | NC | 28604 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| LINVILLE CENTRAL RESCUE SQUAD | |||||||
| PO BOX 716 | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| MARINE TOYS FOR TOTS FOUNDATION | |||||||
| PO BOX 227 | QUANTICO | VA | 221340227 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| MIAMI RESCUE MISSION | |||||||
| 2159 NW 1ST COURT | MIAMI | FL | 33127 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| OASIS | |||||||
| PO BOX 1591 | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| QUINN HOUSE | |||||||
| PO BOX 847 | LAWRENCEVILLE | NC | 30034 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| SALVATION ARMY | |||||||
| PO BOX 350370 | MIAMI | FL | 33142 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,500 |
| SANDHILLS COMMUNITY COLLEGE FOUNDATION | |||||||
| 3395 AIRPORT RD | PINEHURST | NC | 28374 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,500 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| SPECIAL OLYMPICS | |||||||
| 2200 GATEWAY GENTRE BLVD STE 201 | MORRISVILLE | NC | 27560 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| ST JOSEPH'S CATHOLIC CHURCH | |||||||
| 8670 BYRON AVE | MIAMI BEACH | NC | 33141 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| ST JUDE'S CHILDREN'S HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 381051942 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| TEMPLE OF THE HIGH COUNTRY | |||||||
| PO BOX 2895 | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| THE BICYCLEMAN | |||||||
| 624 PLATINUM STREET | FAYETTEVILLE | NC | 28311 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVE 14TH FLOOR | NEW YORK | NY | 10017 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 3550 BISCAYNE BLVD STE 603 | MIAMI | FL | 33137 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| WALTHOUR-MOSS FOUNDATION | |||||||
| 91A ALLENS POINT | MARION | MA | 02738 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,500 |
| WATAUGA HUMANE SOCIETY | |||||||
| 196 PAUL CRITCHER DR | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $3,000 |
| WBTA 2 | |||||||
| PO BOX 227 | MIAMI | FL | 332618321 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| YMCA OF AVERY COUNTY | |||||||
| PO BOX 707 | LINVILLE | NC | 28646 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| AVERY COUNTY HUMANE SOCIETY | |||||||
| 279 NEW VALE ROAD | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| YOSEF CLUB-ASU FOUNDATION | |||||||
| PO BOX 32025 | BOONE | NC | 28608 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| THE FOUNDATION OF FIRST HEALTH | |||||||
| 150 APPLECROSS ROAD | PINEHURST | NC | 28374 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| MIAMI DOLPHINS FOUNDATION | |||||||
| 347 DON SHULA DRIVE | MIAMI | FL | 33056 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| SECOND HARVEST FOOD BANK OF NORTWEST NC | |||||||
| 3655 REED ST | WINSTONSALEM | NC | 27107 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| UNC TV | |||||||
| 10 TW ALEXANDER DRIVE | RESEARCH TRIANGEL PARK | NC | 277094900 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| WATAUGA COUNTY RESCUE SQUAD | |||||||
| 200 QUAIL DR | BOONE | NC | 28607 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| WOUNDED WARRIORS | |||||||
| 4200 MORGANTON ROAD STE 300 | FAYETTEVILLE | NC | 28314 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $68,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,222 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,615 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,450 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,877 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,877 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHARRARD, MCGEE & CO., PA | CategoryTxt |
| Amt | $18,100 | Amt |
| Net Investment Income | $9,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $260,192 | EOYBookValueAmt |
| EOYFMV | $269,427 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $454,438 | EOYBookValueAmt |
| EOYFMV | $866,800 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $706,617 | BookValueAmt |
| EOYFMV | $955,833 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK & BROKER'S FEES | $9,469 | $9,469 | $0 |
| TRAVEL | $2,205 | $1,103 | $0 |
| POSTAGE AND SHIPPING EXPENSE | $50 | $25 | $0 |
| OFFICE EXPENSE | $212 | $106 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $2,590 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,590 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2013 ESTIMATED TAX PAYMENT | CategoryTxt |
| Amt | $1,827 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |