PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PAUL J AND MARTHA N REES CHARITABLE TR UA 08312005 (EIN 20-6740669)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-17
- IRS object ID
- 201231089349100308
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-17T10:34:48-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206740669 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REES PAUL AND MARTHA CHARITABLE TUA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | REES | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2907 - TRUST TAX DEPT | AddressLine1 |
| City | WILSON | City |
| State | NC | State |
| ZIP Code | 278942907 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRANCH BANKING TRUST CO TRUSTEE | Name |
| Title | Vice President | Title |
| Date Signed | 2012-04-17 | DateSigned |
| 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 | 7333066 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 7553636 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 34519 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 34519 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15303 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 15303 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15303 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 570 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 570 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 7604028 | TotalRevenueAndExpenses |
| Total Net Investment Income | 50392 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2445 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 2445 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 200003 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 200003 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 202448 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 200003 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 7401580 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 50392 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 17024 | CashEOY |
| Cash EOYFMV | 17024 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 17728 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 48970 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 48970 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Land Etc Basis | 1025000 | InvestmentsLandEtcBasis |
| Investments Land Etc EOY | 1025000 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 1025000 | InvestmentsLandEtcEOYFMV |
| Investments Other EOY | 6327748 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6242072 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 17728 | TotalAssetsBOY |
| Total Assets EOY | 7418742 | TotalAssetsEOY |
| Total Assets EOYFMV | 7333066 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 17728 | CapitalStockBOY |
| Capital Stock EOY | 7418742 | CapitalStockEOY |
| Total Net Assets BOY | 17728 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7418742 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 17728 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7418742 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 17728 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 7401580 | ExcessOfRevenueOverExpenses |
| Other Increases | 4 | OtherIncreases |
| Subtotal | 7419312 | Subtotal |
| Other Decreases | 570 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7418742 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15303 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 114915 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 11538 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 9.959698 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 95029 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 10053 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 9.4528 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 95535 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 15936 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 5.994917 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 158824 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 146080 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.08724 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 574 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0 | DistributionRatioYear5 |
| Total Distribution Ratio | 26.494656 | TotalDistributionRatio |
| Average Distribution Ratio | 5.298931 | AverageDistributionRatio |
| Net Noncharitable Assets | 1237318 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6556463 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 504 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6556967 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 200003 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1008 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1008 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1008 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1088 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1088 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 80 | Overpayment |
| Amount Credited To Next Year | 80 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| States Filed With | VA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING AND TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5406654345 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 S QUEEN ST | AddressLine1 |
| City | MARTINSBURG | City |
| State | WV | State |
| ZIP Code | 25401 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING AND TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 148 S QUEEN ST | AddressLine1 |
| City | MARTINSBURG | City |
| State | WV | State |
| ZIP Code | 25401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 10 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1047564 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 37763 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 170833 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1256160 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1256160 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18842 | CashDeemedCharitable |
| Net Noncharitable Assets | 1237318 | NetNoncharitableAssets |
| Minimum Investment Return | 61866 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 61866 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1008 | TaxBasedOnInvestmentIncome |
| Total Tax | 1008 | TotalTax |
| Distributable Amount Before Adj | 60858 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 60858 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 60858 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 200003 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 200003 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 200003 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 60858 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 153855 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 96493 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 96000 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 116000 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 462348 | TotalExcessDistriCarryover |
| Qualifying Distributions | 200003 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 60858 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 139145 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 601493 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 601493 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 153855 | ExcessFromYear4 |
| Excess From Year3 | 96493 | ExcessFromYear3 |
| Excess From Year2 | 96000 | ExcessFromYear2 |
| Excess From Year1 | 116000 | ExcessFromYear1 |
| Excess From Current Year | 139145 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ALS ASSOCIATION | ||||||||
| 27001 AGOURA ROAD SUITE 250 | CALABASAS HILLS | CA | 91301 | NONE | EXEMPT | CHARITABLE | $7,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| P O BOX 22249 | ST PETERSBURG | FL | 33742 | NONE | EXEMPT | CHARITABLE | $7,000 | ATTN BETSY WOODMAN BEQUEST ADM |
| ST BONAVENTURE UNIVERSITY | ||||||||
| 3261 WEST STATE ROAD | ST BONAVENTURE | NY | 14778 | NONE | EXEMPT | CHARITABLE | $12,786 | |
| D'YOUVILLE COLLEGE | ||||||||
| 320 PORTER AVENUE | BUFFALO | NY | 142011084 | NONE | EXEMPT | CHARITABLE | $12,786 | |
| NIAGARA UNIVERSITY | ||||||||
| P O BOX 1913 | NIAGARA UNIVERSITY | NY | 14109 | NONE | EXEMPT | CHARITABLE | $12,786 | ATTN DR SHARON WATKINSON |
| ST MARY'S CATHOLIC HIGH | ||||||||
| 114 QUEENS ROAD | ST MARYS | PA | 15857 | NONE | EXEMPT | CHARITABLE | $12,786 | SCHOOL |
| ST MARY'S CHURCH | ||||||||
| 139 CHURCH STREET | ST MARYS | PA | 15857 | NONE | EXEMPT | CHARITABLE | $7,000 | |
| ST LEO SCHOOL | ||||||||
| CHURCH SCHOOL | RIDGWAY | PA | 15853 | NONE | EXEMPT | CHARITABLE | $12,786 | THE DIOCESE OF ERIE |
| FRANCISCAN CHURCH AND MONASTARY | ||||||||
| 1400 QUINCY ST NE | WASHINGTON | DC | 20017 | NONE | EXEMPT | CHARITABLE | $12,786 | |
| UNIVERSITY OF DETROIT MERCY | ||||||||
| 4001 W MCNICHOLS ROAD | DETROIT | MI | 482213038 | NONE | EXEMPT | CHARITABLE | $12,786 | |
| WESTERN MICHIGAN UNIVERSITY | ||||||||
| 1903 W MICHIGAN AVENUE | KALAMAZOO | MI | 490085403 | NONE | EXEMPT | CHARITABLE | $12,786 | FOUNDATION |
| SACRED HEART OF JESUS CATHOLIC | ||||||||
| CHURCH AND ACADEMY | WINCHESTER | VA | 22601 | NONE | EXEMPT | CHARITABLE | $12,786 | |
| LITTLE SISTERS OF THE POOR | ||||||||
| 1503 MICHAELS ROAD | HENRICO | VA | 23229 | NONE | EXEMPT | CHARITABLE | $12,786 | ST JOSEPH'S HOME FOR THE AGED |
| CATHOLIC DIOCESE OF | ||||||||
| 200 N GLEBE ROAD STE 914 | ARLINGTON | VA | 22203 | NONE | EXEMPT | CHARITABLE | $12,786 | ARLINGTON |
| ETERNAL WORD TELEVISION NETWORK | ||||||||
| 5817 OLD LEED ROAD | IRONDALE | AL | 35210 | NONE | EXEMPT | CHARITABLE | $38,357 | INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 200003 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,519 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,303 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NATURAL RESOURCE | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $570 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,392 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 50392 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
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 Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA N REES IRREVOCABLE TRUST | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BRANCH BANKING AND TRUST | AddressLine1 |
| Address Line2 | 148 S QUEEN ST | AddressLine2 |
| City | MARTINSBURG | City |
| State | WV | State |
| ZIP Code | 25401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 7553636 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | SECURITIES $6,328,693 FMV REAL ESTATE $1,025,000 FMV | NoncashPropertyDescription |
| Fair Market Value | 7353693 | FairMarketValue |
| Date Received | 2011-11-29 | DateReceived |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT FOR NATURAL RESOURCE PARTNER'S K-1 EIN 35-21 | Description |
| Amount | $570 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $4 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTHA N REES IRREVOCABLE TRUST | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BRANCH BANKING AND TRUST | AddressLine1 |
| Address Line2 | 148 S QUEEN ST | AddressLine2 |
| City | MARTINSBURG | City |
| State | WV | State |
| ZIP Code | 25401 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $113 | 0 | 0 |
| FEDERAL ESTIMATES - INCOME | $544 | 0 | 0 |
| FEDERAL ESTIMATES - PRINCIPAL | $544 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $950 | 0 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $294 | 0 | 0 |
Comments