GEORGE T BAKER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE T BAKER FOUNDATION INC (EIN 59-6151202)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-11-13
- IRS object ID
- 201323179349100822
- Schema version
- 2012v2.1
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T13:52:48-06:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561146197 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARRARD MCGEE & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 596151202 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE T BAKER FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 3368840410 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA BAKER | Name |
| Title | PRESIDENT | Title |
| Phone | 3368840410 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA L WALSH | Name |
| PTIN | P00012605 | PTIN |
| Phone | 3368840410 | Phone |
| 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 | 2045210 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 7471 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7471 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 47464 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 47464 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 68187 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 253786 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 68187 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 123122 | TotalRevenueAndExpenses |
| Total Net Investment Income | 123122 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 7500 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4329 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2165 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 550 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 275 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 28761 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 19529 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 48640 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 29469 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 72950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 72950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 121590 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 29469 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72950 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1532 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 93653 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 13634 | CashEOY |
| Cash EOYFMV | 13634 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 107296 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 98990 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 98990 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 466036 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 415496 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 787519 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 100484 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 162668 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 172793 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 791525 | InvestmentsOtherBOY |
| Investments Other EOY | 776085 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 972274 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1465341 | TotalAssetsBOY |
| Total Assets EOY | 1466873 | TotalAssetsEOY |
| Total Assets EOYFMV | 2045210 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 158719 | CapitalStockBOY |
| Capital Stock EOY | 158719 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1306622 | RetainedEarningsBOY |
| Retained Earnings EOY | 1308154 | RetainedEarningsEOY |
| Total Net Assets BOY | 1465341 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1466873 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1465341 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1466873 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1465341 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1532 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1466873 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1466873 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SEE ATTACHED SCHEDULE | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Sold | 2013-05-23 | DateSold |
| Gross Sales Price | 253786 | GrossSalesPrice |
| Cost Or Other Basis | 185599 | CostOrOtherBasis |
| Gain Or Loss | 68187 | GainOrLoss |
| Gains Minus Excess Or Losses | 68187 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 68187 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 50800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1884670 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.026954 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 71000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1834512 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.038702 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 61650 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1751800 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035192 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 57800 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1716362 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.033676 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 137282 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2191796 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062634 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.197158 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039432 | AverageDistributionRatio |
| Net Noncharitable Assets | 1962997 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 77405 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 937 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 78342 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72950 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1873 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1873 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1873 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1926 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1926 | TotalCreditsAndPayments |
| Overpayment | 53 | Overpayment |
| Amount Credited To Next Year | 53 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | PATRICIA L WALSH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3368840410 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA I BAKER BEAHN | ||||||||
| PO BOX 1379 | LINVILLE | NC | 28646 | CHAIRMAN | 1.00 | 3000 | 0 | 0 |
| RAYMOND BEAHN | ||||||||
| PO BOX 1379 | LINVILLE | NC | 28646 | PRESIDENT | 1.00 | 3000 | 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 | 3000 | 0 | 0 |
| RAYMOND BEAHN JR | ||||||||
| PO BOX 227813 | MIAMI | FL | 33222 | VICE-PRESIDENT | 1.00 | 3000 | 0 | 0 |
| HALEY BEAHN | ||||||||
| PO BOX 227813 | MIAMI | FL | 33222 | TRUSTEE | 1.00 | 3000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1859249 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 133641 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1992890 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1992890 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 29893 | CashDeemedCharitable |
| Net Noncharitable Assets | 1962997 | NetNoncharitableAssets |
| Minimum Investment Return | 98150 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 98150 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1873 | TaxBasedOnInvestmentIncome |
| Total Tax | 1873 | TotalTax |
| Distributable Amount Before Adj | 96277 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 96277 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 96277 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72950 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 72950 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 72950 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 96277 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 44022 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72950 | QualifyingDistributions |
| Applied To Year1 | 44022 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 28928 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 67349 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (49 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALLIANCE THEATRE | |||||||
| 1280 PEACHTREE STREET NE | ATLANTA | GA | 30309 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $250 |
| APPALACHIAN STATE UNIVERSITY | |||||||
| PO BOX 32014 | BOONE | NC | 286080001 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $15,000 |
| APPLACHIAN REGIONAL HEALTHCARE FOUNDATION | |||||||
| 249 KIMBERLY DRIVE | BOONE | NC | 286075044 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $4,000 |
| 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 |
| 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 | $4,000 |
| 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 | $2,600 |
| 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 | $500 |
| EMPTY STOCKING FUND | |||||||
| PO BOX 2358 | PINEHURST | NC | 28370 | 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 |
| 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 |
| HUMANE SOCIETY OF AVERY COUNTY | |||||||
| 1824 STAMEY BRANCH ROAD | NEWLAND | NC | 28657 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $5,000 |
| LEES-MCRAE COLLEGE | |||||||
| PO BOX 128 | BANNER ELK | NC | 28604 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| 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 | $1,000 |
| SMILE TRAIN | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | 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 |
| 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 | $1,500 |
| 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 UNIVERSITY OF NC | |||||||
| PO BOX 2688 | CHAPEL HILL | NC | 27514 | 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 | $2,500 |
| WBTA 2 | |||||||
| PO BOX 227 | MIAMI | FL | 332618321 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| YELLOW MOUNTAIN ENTERPRISES | |||||||
| PO BOX 548 | NEWLAND | NC | 28657 | 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 |
| BAGS OF HOPE | |||||||
| PO BOX 2127 | LAWRENCEVILLE | GA | 30046 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| BANNER ELK VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 175 | BANNER ELK | NC | 286040175 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $1,000 |
| BLOWING ROCK CARES | |||||||
| PO BOX 228 | BLOWING ROCK | NC | 28605 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| 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 | $2,000 |
| 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 |
| FIRST CHRISTIAL CHURCH OF ATLANTA | |||||||
| 4532 LAVISTA ROAD | TUCKER | GA | 30084 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $500 |
| 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 | $2,000 |
| 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 |
| 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 | $2,000 |
| YMCA OF AVERY COUNTY | |||||||
| PO BOX 707 | LINVILLE | NC | 28646 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $2,000 |
| SANDHILLS COMMUNITY COLLEGE FOUNDATION | |||||||
| 3395 AIRPORT RD | PINEHURST | NC | 28374 | NONE | IRC SECTION 501(C)(3 | IMPROVE QUALITY OF LIFE FOR INDIVIDUALS AND ANIMALS | $3,000 |
| 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 |
| 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 | $1,000 |
| NATIONAL PUBLIC RADIO | |||||||
| 1111 NORTH CAPITOL ST NE | WASHINGTON | DC | 20002 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 72950 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,471 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $47,464 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $68,187 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $123,122 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 123122 | TotalPartXVIA |
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 (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| SHARRARD, MCGEE & CO., PA | $3,800 | 1900 | 0 |
| CAINE AND WEINER | $529 | 265 | 0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SEE ATTACHED SUMMARY | NameOfBond |
| EOY Book Value | 162668 | EOYBookValue |
| EOYFMV | 172793 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SEE ATTACHED SUMMARY | NameOfStock |
| EOY Book Value | 415496 | EOYBookValue |
| EOYFMV | 787519 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED SUMMARY | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 776085 | BookValue |
| EOYFMV | 972274 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (7 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK & BROKER'S FEES | 10293 | 10293 | 0 |
| TRAVEL | 987 | 494 | 0 |
| TELEPHONE EXPENSE | 869 | 435 | 0 |
| BUILDING ASSOCIATION EXPENSE | 13101 | 6551 | 0 |
| OFFICE EXPENSE | 603 | 302 | 0 |
| REPAIR & MAINTENANCE | 1710 | 855 | 0 |
| CLEANING SERVICE | 1198 | 599 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $550 | Amount |
| Net Investment Income | 275 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |