THE Z V PATE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE Z V PATE FOUNDATION INC (EIN 56-1469816)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201303199349100325
- Schema version
- 2012v2.3
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T08:39:01-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S PRESTON DOUGLAS & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2339 | AddressLine1 |
| City | LUMBERTON | City |
| State | NC | State |
| ZIP Code | 283592339 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561469816 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZV PATE FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZVPA | NameControl |
| Phone | 9104622122 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRADLEY M WILLIAMS | Name |
| Title | TREASURER | Title |
| Phone | 9104622122 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN L GRISSOM JR | Name |
| Phone | 9107397523 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 875922 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 117568 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 142 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 142 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 142 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 21750 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21750 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 21750 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 32728 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 142901 | GrossSalesPrice |
| Total Revenue And Expenses | 172188 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21892 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 21892 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1965 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1965 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 1965 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1965 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 312 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 312 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 312 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 312 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 7758 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7758 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 7758 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7758 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10035 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10035 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 10035 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10035 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 84900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 84900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 94935 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10035 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 10035 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 94935 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 77253 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11857 | NetInvestmentIncome |
| Adjusted Net Income | 11857 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 88276 | CashBOY |
| Cash EOY | 86318 | CashEOY |
| Cash EOYFMV | 86318 | CashEOYFMV |
| Investments Corp Stock BOY | 483605 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 562816 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 789604 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 571881 | TotalAssetsBOY |
| Total Assets EOY | 649134 | TotalAssetsEOY |
| Total Assets EOYFMV | 875922 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 571881 | RetainedEarningsBOY |
| Retained Earnings EOY | 649134 | RetainedEarningsEOY |
| Total Net Assets BOY | 571881 | TotalNetAssetsBOY |
| Total Net Assets EOY | 649134 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 571881 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 649134 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 571881 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 77253 | ExcessOfRevenueOverExpenses |
| Subtotal | 649134 | Subtotal |
| Total Net Assets Fund Balances EOY | 649134 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 101608 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 691192 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.147004 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 145610 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 691597 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.210542 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 112552 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 575576 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.195547 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 118838 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 624713 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.190228 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 155732 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 754693 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.206351 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.949672 | TotalDistributionRatio |
| Average Distribution Ratio | 0.189934 | AverageDistributionRatio |
| Net Noncharitable Assets | 807964 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 153460 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 119 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 153579 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 94935 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 237 | InvestmentIncomeExciseTax |
| Subtotal | 237 | Subtotal |
| Tax Based On Investment Income | 237 | TaxBasedOnInvestmentIncome |
| Tax Due | 237 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | BRADLEY M WILLIAMS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9104622122 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 159 | AddressLine1 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2 | Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| DAVID L BURNS | ||||||||||
| DAVID L BURNS | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| CAROLYN P PAUL | ||||||||||
| CAROLYN P PAUL | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | SECRETARY | 5.00 | 0 | 0 | 0 |
| BRADLEY M WILLIAMS | ||||||||||
| BRADLEY M WILLIAMS | PO BOX 159 | PO BOX 159 | LAUREL HILL | NC | 28351 | TREASURER | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 722069 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 98199 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 820268 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 820268 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12304 | CashDeemedCharitable |
| Net Noncharitable Assets | 807964 | NetNoncharitableAssets |
| Minimum Investment Return | 40398 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40398 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 237 | TaxBasedOnInvestmentIncome |
| Total Tax | 237 | TotalTax |
| Distributable Amount Before Adj | 40161 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 40161 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 40161 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 94935 | ExpensesAndContributions |
| Qualifying Distributions | 94935 | QualifyingDistributions |
| Adj Qualifying Distributions | 94935 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 40161 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 73504 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 87930 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 84011 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 111470 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 67296 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 424211 | TotalExcessDistriCarryover |
| Qualifying Distributions | 94935 | QualifyingDistributions |
| Applied To Current Year | 40161 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 54774 | RemainingDistriFromCorpus |
| Total Corpus | 478985 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 73504 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 405481 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 87930 | ExcessFromYear4 |
| Excess From Year3 | 84011 | ExcessFromYear3 |
| Excess From Year2 | 111470 | ExcessFromYear2 |
| Excess From Year1 | 67296 | ExcessFromYear1 |
| Excess From Current Year | 54774 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DAVID L BURNS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ZV PATE FOUNDATION INC | AddressLine1 |
| Address Line2 | PO BOX 159 | AddressLine2 |
| City | LAUREL HILL | City |
| State | NC | State |
| ZIP Code | 28351 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9104622122 | RecipientPhoneNumber |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITTEN FORM, INCLUDING IDENTIFICATION OF APPLICANT, TYPE OF ORGANIZATION, AMOUNT REQUESTED, DESCRIPTION OF USE OF THE FUNDS | FormAndInfoAndMaterials |
| Submission Deadlines | APPLICATIONS ARE ACCEPTED AT ANYTIME | SubmissionDeadlines |
| Restrictions On Awards | AWARDS ARE LIMITED TO THE SOUTHEASTERN UNITED STATES AREA. ORGANIZATIONS ARE NOTIFIED WITHIN SIXTY DAYS AS TO APPROVAL OR REJECTION | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||
| AMERICAN CANCER SOCIETY | 13291 WESLEYAN DRIVE | 13291 WESLEYAN DRIVE | LAURINBURG | NC | 28352 | NONE | MEDICAL | $2,500 |
| AMERICAN RED CROSS | ||||||||
| AMERICAN RED CROSS | 200 ATKINSON STREET | 200 ATKINSON STREET | LAURINBURG | NC | 28352 | NONE | MEDICAL | $2,000 |
| BOY SCOUTS OF AMERICA | ||||||||
| BOY SCOUTS OF AMERICA | PO BOX 7156 | PO BOX 7156 | WILMINGTON | NC | 28406 | NONE | COMMUNITY | $4,500 |
| CENTRAL NORTH CAROLINA COUNCIL BOA | ||||||||
| CENTRAL NORTH CAROLINA COUNCIL BOA | 32252 HWY 24-27 | 32252 HWY 24-27 | ALBEMARLE | NC | 28002 | NONE | COMMUNITY | $350 |
| CHRIST CHURCH CHARLOTTE | ||||||||
| CHRIST CHURCH CHARLOTTE | 1412 PROVIDENCE ROAD | 1412 PROVIDENCE ROAD | CHARLOTTE | NC | 28207 | NONE | RELIGIOUS | $1,000 |
| DISCOVERY PLACE INC | ||||||||
| DISCOVERY PLACE INC | 233 E WASHINGTON ST | 233 E WASHINGTON ST | ROCKINGHAM | NC | 28379 | NONE | EDUCATION | $5,000 |
| FIRST UNITED METHODIST CHURCH | ||||||||
| FIRST UNITED METHODIST CHURCH | 101 W CHURCH STREET | 101 W CHURCH STREET | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $150 |
| HABITAT FOR HUMANITY OF SCOTLAND | ||||||||
| HABITAT FOR HUMANITY OF SCOTLAND | 12340 MCCOLL RD | 12340 MCCOLL RD | LAURINBURG | NC | 28352 | NONE | COMMUNITY | $250 |
| HOSPICE OF SCOTLAND CO | ||||||||
| HOSPICE OF SCOTLAND COUNTY | PO BOX 1033 | PO BOX 1033 | LAURINBURG | NC | 28353 | NONE | MEDICAL | $1,250 |
| LAURINBURG PRESBYTERIAN CHURCH | ||||||||
| LAURINBURG PRESBYTERIAN CHURCH | 600 WEST CHURCH STREET | 600 WEST CHURCH STREET | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $2,000 |
| LAUREL HILL LIONS CLUB | ||||||||
| LAUREL HILL LIONS CLUB | 404 FULTON AVENUE | 404 FULTON AVENUE | LAURINBURG | NC | 28352 | NONE | COMMUNITY | $100 |
| SAINT LUKE UMC | ||||||||
| SAINT LUKE UMC | 1501 TURNPIKE ROAD | 1501 TURNPIKE ROAD | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $1,100 |
| SCOTLAND COUNTY LITERACY COUNCIL | ||||||||
| SCOTLAND COUNTY LITERACY COUNCIL INC | 213 MCLAURIN AVENUE | 213 MCLAURIN AVENUE | LAURINBURG | NC | 28352 | NONE | EDUCATION | $200 |
| SCOTLAND MEMORIAL FOUNDAT | ||||||||
| SCOTLAND MEMORIAL FOUNDATION | 500 LAUCHWOOD DRIVE | 500 LAUCHWOOD DRIVE | LAURINBURG | NC | 28352 | NONE | MEDICAL | $1,500 |
| ST ANDREWS PRESBYTERIAN C | ||||||||
| ST ANDREWS PRESBYTERIAN COLLEGE | 1700 DOGWOOD MILE | 1700 DOGWOOD MILE | LAURINBURG | NC | 28352 | NONE | EDUCATION | $50,000 |
| UNITED WAY OF SCOTLAND CO | ||||||||
| UNITED WAY OF SCOTLAND COUNTY | PO BOX 742 | PO BOX 742 | LAURINBURG | NC | 28353 | NONE | COMMUNITY | $12,000 |
| WEST ROCKINGHAM UNITED ME | ||||||||
| WEST ROCKINGHAM UNITED METHODIST CHURCH | 217 WEST US 74 | 217 WEST US 74 | ROCKINGHAM | NC | 28379 | NONE | RELIGIOUS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 84900 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 142 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 21750 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 32728 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 54620 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 54620 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES |
| 4 | DIVIDENDS EARNED ON FUNDS INVESTED FOR CHARITABLE PURPOSES |
| 8 | GAIN (LOSS) - SALE OF INVSTMTS USED FOR CHARITABLE PURPOSE |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (8 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | ZV PATE INC | PO BOX 159 | LAUREL HILL | NC | 28351 | 50095 | X |
| 7 | RAEMON FARMS INC | PO BOX 159 | LAUREL HILL | NC | 28351 | 10000 | X |
| 2 | JUNIPER LAND COMPANY | PO BOX 159 | LAUREL HILL | NC | 28351 | 10000 | X |
| 8 | ROCKDALE FARMS INC | PO BOX 159 | LAUREL HILL | NC | 28351 | 10000 | X |
| 3 | ELROD FARMS INC | PO BOX 159 | LAUREL HILL | NC | 28351 | 10000 | X |
| 4 | SPRING HILLS FARMS INC | PO POX 159 | LAUREL HILL | NC | 28351 | 9628 | X |
| 5 | STONEWALL FARMS INC | PO BOX 159 | LAUREL HILL | NC | 28351 | 10000 | X |
| 6 | ALFORDSVILLE FARMS INC | PO BOX 159 | LAUREL HILL | NC | 28351 | 7845 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,965 | Amount |
| Net Investment Income | 1965 | NetInvestmentIncome |
| Adjusted Net Income | 1965 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1965 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (3 entries)
| Business Name Line2BusinessName/BusinessNameLine2 |
|---|
| DAVID L BURNS |
| DAVID L BURNS |
| CAROLYN P PAUL |
| CAROLYN P PAUL |
| BRADLEY M WILLIAMS |
| BRADLEY M WILLIAMS |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (14 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| TEMPLETON EMERGING MARKETS | 2004-07 | PURCHASE | 2012-07 | 10137 | 7289 | 2848 |
| TOTAL SA | 2010-06 | PURCHASE | 2012-08 | 7527 | 6987 | 540 |
| CABELA'S INC. - CLASS A | 2008-01 | PURCHASE | 2012-09 | 3731 | 903 | 2828 |
| HOME DEPOT | 2008-07 | PURCHASE | 2012-10 | 6852 | 2639 | 4213 |
| EXCO RESOURCES INC. | 2012-02 | PURCHASE | 2012-11 | 12643 | 10328 | 2315 |
| BRISTON-MYERS SQUIBB | 2008-05 | PURCHASE | 2013-01 | 28450 | 19100 | 9350 |
| MFS CHARTER INCOME | 2003-12 | PURCHASE | 2013-01 | 10431 | 8771 | 1660 |
| BLACKROCK HIGH YIELD BOND FUND | 2009-01 | PURCHASE | 2013-02 | 3500 | 2256 | 1244 |
| WESTERN ASSET VARIABLE STRATEGOC | 2012-12 | PURCHASE | 2013-02 | 11538 | 10494 | 1044 |
| METLIFE INC SERIES A | 2010-05 | PURCHASE | 2013-05 | 11480 | 9945 | 1535 |
| BLACKROCK HIGH YIELD BOND CLASS I | 2009-01 | PURCHASE | 2013-05 | 15698 | 10027 | 5671 |
| WELLS FARGO & COMPANY | 2010-12 | PURCHASE | 2013-05 | 3914 | 3102 | 812 |
| OPPENHEIMER SENIOR FLOATING RATE | 2013-01 | PURCHASE | 2013-06 | 17000 | 17102 | -102 |
| GABELLI | 2013-01 | PURCHASE | 2013-06 | 1230 | -1230 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (46 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMGEN | 14777 | 24665 |
| BANK OF NEW YORK MELLON | 13552 | 15007 |
| BLACKROCK HIGH YIELD | ||
| BRISTOL MYERS SQUIBB | ||
| CABELA'S | 5502 | 21954 |
| CHEVRONTEXACO | 10132 | 27218 |
| CISCO | 20914 | 28010 |
| COCA-COLA CO | 13264 | 20215 |
| DUPONT | 20603 | 27195 |
| EXCO RESOURCES | ||
| FREEPORT MCMORAN | 5130 | 12314 |
| GABELLI | 16908 | 29197 |
| GE | 12982 | 10320 |
| GOLDMAN SACS | 9955 | 12020 |
| 10303 | 23770 | |
| HOME DEPOT | 8226 | 27424 |
| INGREDION | 14310 | 16405 |
| JAPAN SMALLER CAPITALIZATION | 12140 | 12212 |
| JOHNSON & JOHNSON | 17356 | 24985 |
| KOREA | 5014 | 7859 |
| LOCORR MANAGED FUTURES | 27617 | 24983 |
| MACK CALI REALTY | 10247 | 9796 |
| MEDLIFE INC FLOATING RATE | ||
| MFS CHARTER INCOME | ||
| MICROSOFT | 23217 | 32334 |
| NATIONAL OILWELL | 2643 | 20257 |
| NEWELL | ||
| NUCOR | 20471 | 27292 |
| PIMCO EMERGING MARKETS | 32828 | 32013 |
| PIONEER NATURAL | 3252 | 23015 |
| TEMPLETON DRAGON | 9728 | 18624 |
| TEMPLETON EMERGING | ||
| TOTAL S.A. SPONS ADR | ||
| UNUM GROUP | 12712 | 28665 |
| WAL-MART | 13034 | 19889 |
| WASTE MANAGEMENT | 12034 | 17745 |
| WELLPOINT | 10505 | 20624 |
| WELLS FARGO | 34122 | 45397 |
| WESTERN ASSET VARIABLE | 27996 | 27568 |
| AMERICAN CAPITAL LTD | 16754 | 15204 |
| ANNALY CAPITAL MANAGEMENT INC | 10241 | 8799 |
| BARRICK GOLD CORP | 16592 | 8027 |
| HATTERAS FINANCIAL CORP | 13005 | 12320 |
| MERCK & CO INC | 24696 | 26709 |
| QEP RESOURCES INC | 12083 | 11668 |
| OPPENHEIMER SENIOR FLOATING | 17971 | 17905 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | 7758 | 7758 | 7758 | 7758 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| US TREASURY | $248 | 248 | 248 | 248 |
| FOREIGN TAXES WITHHELD | $64 | 64 | 64 | 64 |
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