THE Z V PATE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE Z V PATE FOUNDATION INC (EIN 56-1469816)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-02
- IRS object ID
- 201212769349100706
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- 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 | 2012-10-02T14:05:01-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | 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 | 2012-09-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN L GRISSOM JR | Name |
| Phone | 9107397523 | Phone |
| Date Prepared | 2012-09-19 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 730790 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 101262 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 772 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 772 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 772 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 20380 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20380 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 20380 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -4016 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 89991 | GrossSalesPrice |
| Total Revenue And Expenses | 118398 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21152 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 21152 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 313 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 313 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 313 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 313 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8445 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8445 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 8445 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 8445 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8758 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8758 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 8758 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 8758 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 92850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 92850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 101608 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8758 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 8758 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 101608 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16790 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 12394 | NetInvestmentIncome |
| Adjusted Net Income | 12394 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 97335 | CashBOY |
| Cash EOY | 88276 | CashEOY |
| Cash EOYFMV | 88276 | CashEOYFMV |
| Investments Corp Stock BOY | 457756 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 483605 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 642514 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 555091 | TotalAssetsBOY |
| Total Assets EOY | 571881 | TotalAssetsEOY |
| Total Assets EOYFMV | 730790 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 555091 | RetainedEarningsBOY |
| Retained Earnings EOY | 571881 | RetainedEarningsEOY |
| Total Net Assets BOY | 555091 | TotalNetAssetsBOY |
| Total Net Assets EOY | 571881 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 555091 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 571881 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 555091 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16790 | ExcessOfRevenueOverExpenses |
| Subtotal | 571881 | Subtotal |
| Total Net Assets Fund Balances EOY | 571881 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 145610 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 691597 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.210542 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 112552 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 575576 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.195547 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 118838 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 624713 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.190228 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 155732 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 754693 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.206351 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 72000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 534005 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.134830 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.937498 | TotalDistributionRatio |
| Average Distribution Ratio | 0.187500 | AverageDistributionRatio |
| Net Noncharitable Assets | 691192 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 129599 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 124 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 129723 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 101608 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 248 | InvestmentIncomeExciseTax |
| Subtotal | 248 | Subtotal |
| Tax Based On Investment Income | 248 | TaxBasedOnInvestmentIncome |
| Tax Due | 248 | 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 | 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 |
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 |
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 | 618155 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 83563 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 701718 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 701718 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10526 | CashDeemedCharitable |
| Net Noncharitable Assets | 691192 | NetNoncharitableAssets |
| Minimum Investment Return | 34560 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 34560 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 248 | TaxBasedOnInvestmentIncome |
| Total Tax | 248 | TotalTax |
| Distributable Amount Before Adj | 34312 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 34312 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 34312 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 101608 | ExpensesAndContributions |
| Qualifying Distributions | 101608 | QualifyingDistributions |
| Adj Qualifying Distributions | 101608 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 34312 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 45895 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 73504 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 87930 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 84011 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 111470 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 402810 | TotalExcessDistriCarryover |
| Qualifying Distributions | 101608 | QualifyingDistributions |
| Applied To Current Year | 34312 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 67296 | RemainingDistriFromCorpus |
| Total Corpus | 470106 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 45895 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 424211 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 73504 | ExcessFromYear4 |
| Excess From Year3 | 87930 | ExcessFromYear3 |
| Excess From Year2 | 84011 | ExcessFromYear2 |
| Excess From Year1 | 111470 | ExcessFromYear1 |
| Excess From Current Year | 67296 | 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 (21 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 | $2,800 |
| 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 | $500 |
| 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 | 301 N TRYON STREET | 301 N TRYON STREET | CHARLOTTE | NC | 28202 | NONE | EDUCATION | $5,000 |
| 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 | $1,000 |
| FAITH PRESBYTERIAN CHURCH | ||||||||
| FAITH PRESBYTERIAN CHURCH | 2220 ELM AVENUE | 2220 ELM AVENUE | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $100 |
| DUNDARRACH COMMUNITY CHURCH | ||||||||
| DUNDARRACH COMMUNITY CHURCH | ROUTE 1 ALTON MCGRIT | ROUTE 1 ALTON MCGRIT | SHANNON | NC | 28386 | NONE | RELIGIOUS | $200 |
| CENTRAL NORTH CAROLINA COUNCIL BOA | ||||||||
| CENTRAL NORTH CAROLINA COUNCIL BOA | 32252 HWY 24-27 | 32252 HWY 24-27 | ALBEMARLE | NC | 28002 | NONE | COMMUNITY | $300 |
| SAINT LUKE UMC | ||||||||
| SAINT LUKE UMC | 1501 TURNPIKE ROAD | 1501 TURNPIKE ROAD | LAURINBURG | NC | 28352 | NONE | RELIGIOUS | $2,000 |
| 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 | $51,000 |
| 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 |
| CAPE FEAR COUNCIL BOY SCOUTS OF AME | ||||||||
| CAPE FEAR COUNCIL BOY SCOUTS OF AMERICA | 110 LONGSTREET DRIVE | 110 LONGSTREET DRIVE | WILMINGTON | NC | 28412 | NONE | COMMUNITY | $4,000 |
| NCSU LIBRARIES | ||||||||
| NCSU LIBRARIES | CAMPUS BOX 7111 | CAMPUS BOX 7111 | RALEIGH | NC | 27695 | NONE | EDUCATION | $500 |
| RICHMOND COMMUNITY COLLEGE | ||||||||
| RICHMOND COMMUNITY COLLEGE | 1042 HAMLET AVENUE | 1042 HAMLET AVENUE | HAMLET | NC | 28345 | NONE | EDUCATION | $5,000 |
| SCOTLAND COUNTY LITERACY COUNCIL | ||||||||
| SCOTLAND COUNTY LITERACY COUNCIL INC | 213 MCLAURIN AVENUE | 213 MCLAURIN AVENUE | LAURINBURG | NC | 28352 | NONE | EDUCATION | $200 |
| UNIVERSITY OF NC AT CHAPEL HILL | ||||||||
| UNIVERITY OF NC AT CHAPEL HILL | PO BOX 309 | PO BOX 309 | CHAPEL HILL | NC | 27514 | NONE | EDUCATION | $1,000 |
| AMERICAN LEGION POST 50 | ||||||||
| AMERICAN LEGION POST 50 | PO BOX 273 | PO BOX 273 | LAURINBURG | NC | 28353 | NONE | COMMUNITY | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 92850 | 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 | 772 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 20380 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -4016 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 17136 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17136 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ZV PATE INC | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 101262 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
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 (12 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| POWER ONE | 2011-02 | PURCHASE | 2011-09 | 4449 | 6983 | -2534 |
| NUCOR | 2011-08 | PURCHASE | 2012-01 | 1886 | 1603 | 283 |
| NUCOR | 2011-08 | PURCHASE | 2012-02 | 7709 | 6234 | 1475 |
| CABELA | 2012-04 | PURCHASE | 2012-04 | 5087 | 1566 | 3521 |
| TRANSOCEAN LTD | 2012-04 | PURCHASE | 2012-04 | 10886 | 13582 | -2696 |
| JAPAN EQUITY FUND | 2010-03 | PURCHASE | 2011-07 | 12170 | 10992 | 1178 |
| NEWELL RUBBERMAID | 2003-12 | PURCHASE | 2011-07 | 10113 | 15480 | -5367 |
| GLOBAL PAYMENTS | 2007-01 | PURCHASE | 2011-07 | 18791 | 15697 | 3094 |
| BANK OF AMERICA | 2003-10 | PURCHASE | 2011-07 | 5249 | 12537 | -7288 |
| BRISTOL-MYERS SQUIBB COMPANY | 2008-05 | PURCHASE | 2012-01 | 3631 | 2291 | 1340 |
| TEMPLETON EMERGING MARKETS | 2002-10 | PURCHASE | 2012-01 | 6569 | 5243 | 1326 |
| HOME DEPOT | 2008-07 | PURCHASE | 2012-02 | 3451 | 1799 | 1652 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (42 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMGEN | 14777 | 18228 |
| BANK OF AMERICA | ||
| BANK OF NEW YORK MELLON | 13552 | 11743 |
| BLACKROCK HIGH YIELD | 11971 | 16738 |
| BRISTOL MYERS SQUIBB | 19100 | 28401 |
| CABELA'S | 4385 | 13763 |
| CHEVRONTEXACO | 10132 | 24265 |
| CISCO | 20914 | 19763 |
| COCA-COLA CO | 13264 | 19704 |
| DUPONT | 20603 | 26195 |
| EXCO RESOURCES | 10328 | 11119 |
| FREEPORT MCMORAN | 5130 | 15195 |
| GABELLI | 17328 | 23451 |
| GE | 12982 | 9274 |
| GLOBAL PAYMENTS | ||
| GOLDMAN SACS | 9955 | 9750 |
| 10303 | 15662 | |
| HOME DEPOT | 10865 | 24587 |
| INGREDION | 14310 | 12380 |
| JAPAN EQUITY | ||
| JAPAN SMALLER CAPITALIZATION | 12140 | 10530 |
| JOHNSON & JOHNSON | 17356 | 19660 |
| KOREA | 5014 | 8336 |
| LOCORR MANAGED FUTURES | 17613 | 17166 |
| MACK CALI REALTY | 10429 | 11628 |
| MEDLIFE INC FLOATING RATE | 9945 | 11138 |
| MFS CHARTER INCOME | 8771 | 9810 |
| MICROSOFT | 23217 | 28632 |
| NATIONAL OILWELL | 2643 | 18945 |
| NEWELL | ||
| NUCOR | 20471 | 23877 |
| PIMCO EMERGING MARKETS | 23343 | 24288 |
| PIONEER NATURAL | 3252 | 14025 |
| POWER ONE INC | ||
| TEMPLETON DRAGON | 9728 | 19663 |
| TEMPLETON EMERGING | 7289 | 9491 |
| TOTAL S.A. SPONS ADR | 6986 | 6922 |
| UNUM GROUP | 12712 | 18671 |
| WAL-MART | 13034 | 18615 |
| WASTE MANAGEMENT | 12034 | 14696 |
| WELLPOINT | 10505 | 16075 |
| WELLS FARGO | 37224 | 40128 |
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 | 8445 | 8445 | 8445 | 8445 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| US TREASURY | $220 | 220 | 220 | 220 |
| FOREIGN TAXES WITHHELD | $93 | 93 | 93 | 93 |
Comments