TAUBMAN FOUNDATION FOR THE ARTS: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TAUBMAN FOUNDATION FOR THE ARTS (EIN 27-3136632)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201313179349100846
- Schema version
- 2012v2.0
- 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
- Schedule B
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T13:02:44-08:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN E KLINGER PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2107 ELECTRIC ROAD SW SUITE 100 | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273136632 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAUBMAN FOUNDATION FOR THE ARTS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TAUB | NameControl |
| Phone | 5407774506 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DR | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24018 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENNIS A BARBOUR | Name |
| Title | ASS'T TREASURER | Title |
| Phone | 5407774506 | Phone |
| Date Signed | 2013-08-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALAN E KLINGER CPA | Name |
| Phone | 5409897340 | Phone |
| Date Prepared | 2013-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 38873043 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3889801 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 236 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 236 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 6000 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6000 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 3323677 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 3896037 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3329913 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 125 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 125 | LegalFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 16100 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 16100 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 175 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 175 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 16400 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16400 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3815075 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3815075 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3831475 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16400 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3815075 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 64562 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3313513 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 167464 | CashBOY |
| Cash EOY | 43043 | CashEOY |
| Cash EOYFMV | 43043 | CashEOYFMV |
| Investments Corp Stock BOY | 3279500 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 38830000 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 38830000 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 3446964 | TotalAssetsBOY |
| Total Assets EOY | 38873043 | TotalAssetsEOY |
| Total Assets EOYFMV | 38873043 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3446964 | UnrestrictedBOY |
| Unrestricted EOY | 38873043 | UnrestrictedEOY |
| Total Net Assets BOY | 3446964 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38873043 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3446964 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38873043 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3446964 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 64562 | ExcessOfRevenueOverExpenses |
| Other Increases | 35361517 | OtherIncreases |
| Subtotal | 38873043 | Subtotal |
| Total Net Assets Fund Balances EOY | 38873043 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 25000 SHARES AAP | D | 2008-01-01 | 2012-01-20 | 1805785 | 0 | 83250 | 1722535 | 0 | 0 | 0 | 1722535 |
| 5000 SHARES AAP | D | 2008-01-01 | 2012-06-26 | 336792 | 0 | 16650 | 320142 | 0 | 0 | 0 | 320142 |
| 20000 SHARES AAP | D | 2008-01-01 | 2012-06-27 | 1347600 | 0 | 66600 | 1281000 | 0 | 0 | 0 | 1281000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3323677 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3560625 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3446964 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.032974 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 100017 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000000 | DistributionRatioYear2 |
| Total Distribution Ratio | 1.032974 | TotalDistributionRatio |
| Average Distribution Ratio | 0.516487 | AverageDistributionRatio |
| One Percent Net Investment Income | 33135 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 33135 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3815075 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 33135 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 33135 | Subtotal |
| Tax Based On Investment Income | 33135 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 740 | PenaltyForUnderpayment |
| Tax Due | 33875 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | VA | StatesFiledWith |
| 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 | GIL COBLENTZ | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5407774506 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2965 COLONNADE DRIVE STE 300 | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24018 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS F TAUBMAN | ||||||||
| 2965 COLONNADE DRIVE | ROANOKE | VA | 24018 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| EUGENIA L TAUBMAN | ||||||||
| 2818 AVENHAM AVENUE | ROANOKE | VA | 24018 | VP AND DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
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 | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 0 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 0 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 0 | CashDeemedCharitable |
| Net Noncharitable Assets | 0 | NetNoncharitableAssets |
| Minimum Investment Return | 0 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | 33135 | TaxBasedOnInvestmentIncome |
| Total Tax | 33135 | TotalTax |
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3815075 | ExpensesAndContributions |
| Qualifying Distributions | 3815075 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 33135 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3781940 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 0 | DistributableAmountAsAdjusted |
| Qualifying Distributions | 3815075 | QualifyingDistributions |
| Remaining Distri From Corpus | 3815075 | RemainingDistriFromCorpus |
| Total Corpus | 3815075 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 3815075 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 3815075 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | NONE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NONE | AddressLine1 |
| City | NONE | City |
| State | VA | State |
| ZIP Code | 24018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5407774506 | RecipientPhoneNumber |
| Form And Info And Materials | NONE | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (34 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| METROPOLITAN OPERA | ||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | PAID | CONTRIBUTION | $1,816,000 |
| SMITHSONIAN INSTITUTE | ||||||
| 14TH ST CONSTITUTION AVE | WASHINGTON | DC | 20560 | PAID | CONTRIBUTION | $10,000 |
| APPLE RIDGE FARM | ||||||
| 541 LUCK AVE | ROANOKE | VA | 24016 | PAID | GRANT | $50,000 |
| HISTORICAL SOCIETY OF WESTERN VIRGINIA | ||||||
| PO BOX 1904 | ROANOKE | VA | 24008 | PAID | GRANT | $1,000 |
| THE JEFFERSON CENTER FOUNDATION | ||||||
| 541 LUCK AVE STE 221 | ROANOKE | VA | 24016 | PAID | GRANT | $50,000 |
| LOCAL COLORS OF SW VIRGINIA | ||||||
| 510 LUCK AVE STE 228 | ROANOKE | VA | 24016 | PAID | GRANT | $25,000 |
| OPERA ROANOKE | ||||||
| 1 MARKET SQ 2ND FLOOR | ROANOKE | VA | 24011 | PAID | GRANT | $100,000 |
| ROANOKE CHILDREN'S THEATRE | ||||||
| PO BOX 4392 | ROANOKE | VA | 24015 | PAID | GRANT | $55,000 |
| SALEM MUSEUM | ||||||
| 801 E MAIN STREET | SALEM | VA | 24153 | PAID | GRANT | $100,000 |
| SCIENCE MUSEUM OF WESTERN VA | ||||||
| 1 MARKET SQ 4TH FL | ROANOKE | VA | 24011 | PAID | GRANT | $100,000 |
| SOUTHWEST VIRGINIA BALLET COMPANY | ||||||
| PO BOX 3275 | ROANOKE | VA | 24015 | PAID | GRANT | $50,000 |
| STUDIO ROANOKE INC | ||||||
| 30 CAMPBELL AVE SW | ROANOKE | VA | 24011 | PAID | GRANT | $25,000 |
| TAUBMAN MUSEUM OF ART | ||||||
| 110 SALEM AVE | ROANOKE | VA | 24011 | PAID | GRANT | $582,975 |
| VIRGINIA MUSEUM OF TRANSPORTATION | ||||||
| 303 NORFOLK AVE SW | ROANOKE | VA | 24016 | PAID | GRANT | $100,000 |
| MERCERSBERG ACADEMY | ||||||
| 300 EAST SEMINARY ST | MERCERSBERG | PA | 17236 | PAID | GRANT | $5,000 |
| GEORGE W BUSH FOUNDATION | ||||||
| 6116 N CENTRAL EXPRESSWAY STE 400 | DALLAS | TX | 75206 | PAID | CONTRIBUTION | $250,000 |
| UNITED WAY OF ROANOKE VALLEY | ||||||
| 325 CAMPBELL AVE | ROANOKE | VA | 24016 | PAID | CONTRIBUTION | $10,000 |
| BRADLEY FREE CLINIC | ||||||
| 1240 3RD STREET | ROANOKE | VA | 24016 | PAID | CONTRIBUTION | $5,000 |
| MAYO CLINIC | ||||||
| 200 1ST STREET | ROCHESTER | NY | 55905 | PAID | CONTRIBUTION | $25,000 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 500 FIFTH AVE STE 2540 | NEW YORK | NY | 10110 | PAID | CONTRIBUTION | $6,000 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 EASST 42ND STREET STE 4507 | NEW YORK | NY | 10168 | PAID | CONTRIBUTION | $5,000 |
| JUNIOR ACHIEVEMENT OF SW VA | ||||||
| 3433 BRAMBLETON AVE SW STE 202B | ROANOKE | VA | 24018 | PAID | CONTRIBUTION | $1,000 |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||
| 525 EAST 68TH ST | NEW YORK | NY | 10065 | PAID | CONTRIBUTION | $10,000 |
| ROANOKE VALLEY SPCA | ||||||
| 1340 BALDWIN AVE | ROANOKE | VA | 24012 | PAID | CONTRIBUTION | $1,000 |
| SUSAN G KOMEN FOR THE CURE | ||||||
| 5005 LBJ FREEWAY STE 250 | DALLAS | TX | 75244 | PAID | CONTRIBUTION | $2,000 |
| TEMPLE EMANUEL | ||||||
| 1163 PERSINGER ROAD SW | ROANOKE | VA | 24015 | PAID | CONTRIBUTION | $20,100 |
| EVENTZONE | ||||||
| 115 DAY AVE SW | ROANOKE | VA | 24016 | PAID | GRANT | $100,000 |
| GRANDIN THEATRE FOUNDATION | ||||||
| 1310 GRANDIN ROAD | ROANOKE | VA | 24015 | PAID | GRANT | $50,000 |
| HARRISON MUSEUM OF AFRICAN AMERICAN CULTURE | ||||||
| PO BOX 12544 | ROANOKE | VA | 24026 | PAID | GRANT | $25,000 |
| MILL MOUNTAIN THEATRE | ||||||
| ONE MARKET SQUARE | ROANOKE | VA | 24011 | PAID | GRANT | $100,000 |
| ROANOKE BALLET THEATRE | ||||||
| 1318 GRANDIN ROAD SW | ROAOKE | VA | 24015 | PAID | GRANT | $25,000 |
| THE ARTS OF THE BLUE RIDGE | ||||||
| 20 CHURCH AVE SE | ROANOKE | VA | 24011 | PAID | GRANT | $50,000 |
| THE CHORUS OF THE BLUE RIDGE | ||||||
| PO BOX 350 | SALEM | VA | 24153 | PAID | GRANT | $50,000 |
| WE SKELTON 4-H EDUCATIONAL CONFERENCE CENTER | ||||||
| 775 HERMITAGE ROAD | WIRTZ | VA | 24184 | PAID | GRANT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3815075 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $236 | UnrelatedBusinessIncomeAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Code | 900099 | BusinessCode |
| Unrelated Business Income | $6,000 | UnrelatedBusinessIncomeAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $6,236 | UnrelatedBusinessIncomeAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6236 | TotalPartXVIA |
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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | NICHOLAS TAUBMAN | 2965 COLONNADE DRIVE SUITE 300 | ROANOKE | VA | 24018 | 38854750 | X | |
| 2 | NICHOLAS TAUBMAN | 2965 COLONNADE DRIVE SUITE 300 | ROANOKE | VA | 24018 | 399624 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 550K SHARES OF AAP STOCK | NoncashPropertyDescription |
| Fair Market Value | 38854750 | FairMarketValue |
| Date Received | 2012-12-26 | DateReceived |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOSS & ROCOVICH LEGAL | Category |
| Amount | $125 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| TAX EXEMPT INTEREST | $17 |
| VALUE OF AAP STOCK | $35,361,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount |
|---|---|
| BRYAN & JORDAN PROFESSIONAL PROGRAM | $15,500 |
| ALAN E KLINGER CPA ACCOUNTING/TAX PREP | $600 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| VA SCC FEE | $25 | 25 |
| EMA ANNUAL FEE | $150 | 150 |
Comments