MARGARET C WOODSON FOUNDATION INCORPORATED: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET C WOODSON FOUNDATION INCORPORATED (EIN 56-6064938)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-14
- IRS object ID
- 201241359349102229
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-14T15:03:53-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560574444 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT & HOLLAND LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 METROPOLITAN AVENUE SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566064938 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARG | NameControl |
| Phone | 7046335000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 NORTH MAIN ST | AddressLine1 |
| City | SALISBURY | City |
| State | NC | State |
| ZIP Code | 281440829 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DON SAYERS | Name |
| Title | TREASURER AND DIRECTOR | Title |
| Phone | 7046335000 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JANICE A RATICA | Name |
| PTIN | P00358837 | PTIN |
| Phone | 7043771678 | Phone |
| 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 | 227830 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1430582 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 1281 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1281 | InterestOnSavingsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1431863 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1281 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 34800 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1740 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 33060 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 3121 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 156 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2965 | LegalFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 38000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 700 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 36100 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 66 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 7098 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 355 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 6743 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1540 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 77 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 1463 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 84625 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 3028 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 80331 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1806600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1806600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1891225 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 3028 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1886931 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -459362 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 214017 | CashBOY |
| Cash EOY | 216793 | CashEOY |
| Cash EOYFMV | 216793 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 473175 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 11037 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 11037 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 687192 | TotalAssetsBOY |
| Total Assets EOY | 227830 | TotalAssetsEOY |
| Total Assets EOYFMV | 227830 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 1041 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 1041 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 686151 | RetainedEarningsBOY |
| Retained Earnings EOY | 226789 | RetainedEarningsEOY |
| Total Net Assets BOY | 687192 | TotalNetAssetsBOY |
| Total Net Assets EOY | 227830 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 687192 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 227830 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 687192 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -459362 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 227830 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 227830 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1072782 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 792871 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.353035 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 878786 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1210153 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.726178 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1023986 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 598831 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.709975 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 903553 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 565700 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.597230 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 894986 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 464512 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.926723 | DistributionRatioYear5 |
| Total Distribution Ratio | 7.313141 | TotalDistributionRatio |
| Average Distribution Ratio | 1.462628 | AverageDistributionRatio |
| Net Noncharitable Assets | 806267 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1179269 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1179269 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1886931 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 0 | TaxDue |
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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| 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 | FOUNDATION FOR THE CAROLINAS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7049734500 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | 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 | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM G JOHNSON | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | PRESIDENT AND DIRECTOR | 1.00 | 3600 | 0 | 0 |
| MARY HOLT WOODSON MURPHY | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | VICE PRESIDENT AND DIRECTO | 2.00 | 9600 | 0 | 0 |
| JOHN BE CUNNINGHAM | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | SECRETARY AND DIRECTOR | 1.00 | 3600 | 0 | 0 |
| DONALD D SAYERS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | TREASURER AND DIRECTOR | 1.00 | 3600 | 0 | 0 |
| PAUL LEAKE BERNHARDT | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | 3600 | 0 | 0 |
| CHARLOTTE DAVIS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | 3600 | 0 | 0 |
| ROBERT P SHAY JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | 3600 | 0 | 0 |
| PAUL B WOODSON JR | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | DIRECTOR | 1.00 | 3600 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 818545 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 818545 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 818545 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12278 | CashDeemedCharitable |
| Net Noncharitable Assets | 806267 | NetNoncharitableAssets |
| Minimum Investment Return | 40313 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40313 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 40313 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 40313 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 40313 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1886931 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1886931 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1886931 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 40313 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 872170 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 875662 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 994472 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 818508 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1033204 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4594016 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1886931 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 40313 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1846618 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6440634 | 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 | 872170 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5568464 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 875662 | ExcessFromYear4 |
| Excess From Year3 | 994472 | ExcessFromYear3 |
| Excess From Year2 | 818508 | ExcessFromYear2 |
| Excess From Year1 | 1033204 | ExcessFromYear1 |
| Excess From Current Year | 1846618 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FOUNDATION FOR THE CAROLINAS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 NORTH TRYON STREET | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 7049734500 | RecipientPhoneNumber |
| Form And Info And Materials | NO PARTICULAR FORM - LETTER WITH TWO YEARS ACCOUNTING STATEMENTS. | FormAndInfoAndMaterials |
| Submission Deadlines | MARCH 1ST. | SubmissionDeadlines |
| Restrictions On Awards | DAVIDSON COLLEGE, MARY BALDWIN COLLEGE, BARIUM SPRINGS CHILDRENS HOME - OTHERWISE RESTRICTED TO CHARITIES IN DAVIE & ROWAN COUNTY, NC. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (56 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ADOLESCENT & FAMILY ENRICHMENT COUNCIL OF ROWAN COUNTY | ||||||||
| 450 JAKE ALEXANDER BLVD | SALISBURY | NC | 28147 | NONE | 509(A)(1) | TO STRENTHEN FAMILIES BY PROVIDING PARENTING INFORMA | $5,000 | |
| ADVOCACY CENTER OF DAVIE COUNTY | ||||||||
| 261 S MAIN ST | MOCKSVILLE | NC | 27028 | NONE | 509(A)(1) | VICTIMS SERVICES | $10,000 | |
| BARIUM SPRINGS HOME FOR CHILDREN | ||||||||
| PO BOX 1 | BARIUM SPRINGS | NC | 28010 | NONE | 509(A)(1) | PROVIDING A SAFE & NUTURING FAMILY ENVIRONMENT FOR C | $80,000 | |
| BIG BROTHER BIG SISTERS SERVICES INC | ||||||||
| 107 WESTDALE AVENUE | WINSTONSALEM | NC | 27101 | NONE | 509(A)(1) | MENTOR A CHILD PROGRAM | $5,000 | |
| CATAWBA COLLEGE | ||||||||
| 2300 WEST INNES STREET | SALISBURY | NC | 281442488 | NONE | SCHOOL | TO PROVIDE A CHRISTIAN EDUCATIONAL INSTITUTION FOR S | $80,000 | |
| CITY OF SALISBURY | ||||||||
| PO BOX 479 | SALISBURY | NC | 281450479 | NONE | GOV'T | TO ENHANCE SALISBURY, NC | $10,000 | |
| COMMUNITY CARE CLINIC - ROWAN COUNTY | ||||||||
| 315-G MOCKSVILLE AVE | SALISBURY | NC | 28144 | NONE | 509(A)(1) | PROVIDE VARIOUS MEDICAL AID TO UNINSURED AND UNDERSE | $30,000 | |
| COMMUNITIES IN SCHOOLS OF ROWAN COUNTY | ||||||||
| 204 EAST INNES ST SUITE 240 | SALISBURY | NC | 28145 | NONE | 509(A)(1) | SURROUND STUDENTS WITH A COMMUNITY OF SUPPORT | $10,000 | |
| DAVIDSON COLLEGE | ||||||||
| PO BOX 7175 OFFICE OF CORPORATE | DAVIDSON | NC | 280357175 | NONE | SCHOOL | SUPPORT OF DAVIDSON COLLEGE'S EDUCATIONAL PURSUITS | $80,000 | FOUNDATION RELATIONS |
| DAVIDSON COUNTY COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 1287 | LEXINGTON | NC | 272931287 | NONE | 509(A)(1) | SUPPORT OF DAVIDSON COUNTY COMMUNITY COLLEGE | $12,000 | |
| DAVIE COUNTY ARTS COUNCIL | ||||||||
| 622 N MAIN ST | MOCKSVILLE | NC | 27028 | NONE | 509(A)(1) | PROVIDE COMMUNITY-WIDE ARTS PROGRAMMING | $10,000 | |
| DAVIE COUNTY GOVERNMENT | ||||||||
| 123 SOUTH MAIN STREET | MOCKSVILLE | NC | 27028 | NONE | GOV'T | SUPPORT THE DAVIE COUNTY GOVERNMENT'S ENDEAVORS | $15,000 | |
| DAVIE COUNTY HUMANE SOCIETY | ||||||||
| C/O MS JANE MCALLISTER 178 POPLAR | MOCKSVILLE | NC | 27028 | NONE | 509(A)(1) | PREVENTION OF CRUELTY TO ANIMALS | $18,000 | STREET |
| DAVIE COUNTY PUBLIC LIBRARY | ||||||||
| 371 N MAIN ST | MOCKSVILLE | NC | 27028 | NONE | GOV'T | SUPPORT THE DAVIE COUNTY PUBLIC LIBRARY'S ENDEAVORS | $4,000 | |
| DAVIE COUNTY SENIOR SERVICES | ||||||||
| 278 MERONEY ST | MOCKSVILLE | NC | 27028 | NONE | GOV'T | PROVIDE VARIOUS SERVICES TO THE AGING POPULATION OF | $13,500 | |
| DAVIE FAMILY YMCA | ||||||||
| 215 CEMETERY ST | MOCKSVILLE | NC | 27028 | NONE | 509(A)(1) | PROVIDE SUPPORT TO MEET THE HEALTH AND SOCIAL NEEDS | $10,000 | |
| DISTRICT 7680 FUND INC | ||||||||
| PO BOX 339 | GASTONIA | NC | 280530339 | NONE | 509(A)(1) | SUPPORT THE MISSION OF THE DISTRICT 7680 FUND | $10,000 | |
| DOWNTOWN SALISBURY INC | ||||||||
| PO BOX 4166 | SALISBURY | NC | 28145 | NONE | 509(A)(1) | PROMOTION, MARKETING, AND HISTORICAL DEVELOPMENT OF | $5,000 | |
| FAITHFUL FRIENDS ANIMAL SANCTUARY INC | ||||||||
| PO BOX 3097 | SALISBURY | NC | 281453097 | NONE | 509(A)(1) | RESCUE HOMELESS DOGS & CATS AND PROVIDE HEALTHCARE F | $25,000 | |
| FOUNDATION FOR THE CAROLINAS | ||||||||
| 220 NORTH TRYON STREET | CHARLOTTE | NC | 28202 | NONE | 509(A)(1) | INSPIRE PHILANTHROPY AND STRENGTHEN THE REGION THROUGH INNOVATIVE COMMUNITY INITIATIVES | $761,000 | |
| HABITAT FOR HUMANITY OF ROWAN COUNTY | ||||||||
| PO BOX 3356 | SALISBURY | NC | 281453356 | NONE | 509(A)(1) | SUPPORT THE CHRISTIAN HOUSING MINISTRY | $20,000 | |
| HAPPY'S FARM INC | ||||||||
| 985 PARKS ROAD | SALISBURY | NC | 28146 | NONE | 509(A)(1) | INSTRUCTION TO DEVELOP INDIVIDUALS' CAPABILITIES AND ADVANCE EDUCATION | $3,500 | |
| HEALTHY CHILDREN OF ROWAN COUNTY INC | ||||||||
| PO BOX 962 | SALISBURY | NC | 28144 | NONE | 509(A)(1) | DECREASE DISEASE AND POVERTY IN ROWAN COUNTY | $10,000 | |
| HOOD THEOLOGICAL SEMINARY | ||||||||
| 1810 LUTHERAN SYNOD DR | SALISBURY | NC | 28144 | NONE | 509(A)(1) | SUPPORT OF EDUCATIONAL INSTITUTION | $50,000 | |
| HUMANE SOCIETY OF ROWAN COUNTY | ||||||||
| PO BOX 295 | SALISBURY | NC | 281450295 | NONE | 509(A)(1) | PREVENTION OF CRUELTY TO ANIMALS | $15,000 | |
| JUNIOR ACHIEVEMENT OF ROWAN COUNTY | ||||||||
| 3220 NORTHLINE AVENUE | GREENSBORO | NC | 27408 | NONE | 509(A)(1) | TO ENSURE STUDENTS HAVE A FUNDAMENTAL UNDERSTANDING | $3,000 | |
| LANDTRUST FOR CENTRAL NORTH CAROLINA | ||||||||
| PO BOX 4284 | SALISBURY | NC | 281454284 | NONE | 509(A)(1) | PRESERVE RURAL LANDSCAPES | $5,000 | |
| MARY BALDWIN COLLEGE | ||||||||
| PO BOX 1500 | STAUNTON | VA | 244021500 | NONE | SCHOOL | TO PROVIDE SUPPORT TO UNDERGRADUATE AND GRADUATE STU | $80,000 | |
| MEALS ON WHEELS OF ROWAN | ||||||||
| PO BOX 1914 | SALISBURY | NC | 281451914 | NONE | 509(A)(1) | NOURISH & ENRICH THE LIVES OF THE HOMEBOUND OF ROWAN | $20,000 | |
| NAZARETH CHILDREN'S HOME | ||||||||
| PO BOX 1438 | ROCKWELL | NC | 28138 | NONE | 509(A)(1) | PROVIDE A STABLE CHRISTIAN ENVIRONMENT FOR SCHOOL AG | $20,000 | |
| NORTH CAROLINA AGRICULTURAL FOUNDATION INC | ||||||||
| NC STATE UNIVERSITY 120 PATTERSON | RALEIGH | NC | 276952606 | NONE | 509(A)(1) | TO AID & PROMOTE ALL TYPES OF EDUCATION AND RESEARCH | $2,000 | HALL BOX 7645 |
| NORTH CAROLINA TRANSPORTATION MUSEUM FOUNDATION | ||||||||
| PO BOX 69 | SPENCER | NC | 28159 | NONE | 509(A)(1) | DEVELOPMENT AND SUPPORT FOR THE NC TRANSPORTATION MUSEUM | $2,500 | |
| PARK AVENUE REDEVELOPMENT | ||||||||
| PO BOX 1972 | SALISBURY | NC | 28145 | NONE | GOV'T | IMPROVEMENT OF SALISBURY, NC | $1,200 | |
| PARTNERS IN LEARNING | ||||||||
| 204 EAST INNES ST | SALISBURY | NC | 28144 | NONE | 509(A)(1) | TO ASSIST IN AIDING PARENTS AND FAMILIES IN THE EDUC | $10,000 | |
| PIEDMONT PLAYERS THEATRE | ||||||||
| PO BOX 762 | SALISBURY | NC | 28145 | NONE | 509(A)(1) | SUPPORT THE AMATEUR THEATRICAL PRODUCTIONS | $10,000 | |
| RAPE CHILD & FAMILY ABUSE CRISIS COUNCIL | ||||||||
| 131 W COUNCIL ST | SALISBURY | NC | 28144 | NONE | 509(A)(1) | TO PROVIDE ASSISTANCE TO RAPE AND FAMILY ABUSE VICTI | $40,000 | |
| RESOURCE CENTER FOR THE BRAIN - ROWAN INC | ||||||||
| PO BOX 1871 | SALISBURY | NC | 28145 | NONE | 509(A)(1) | PROVIDE SUPPORT FOR THOSE SUFFERING FROM BRAIN DISOR | $2,500 | |
| ROWAN COUNTY ASSOCIATION FOR RETARDED CITIZENS INC | ||||||||
| 1918 W INNES STREET | SALISBURY | NC | 28144 | NONE | 509(A)(1) | ASSIST THE RETARDED CITIZENS OF ROWAN COUNTY | $15,000 | |
| ROWAN COUNTY PARKS & RECTHERAPEUTIC REC DIV | ||||||||
| 6800 BRINGLE FERRY ROAD | SALISBURY | NC | 28147 | NONE | 509(A)(1) | SUPPORT THE NEEDS OF THE DIVISION | $32,900 | |
| ROWAN COUNTY PUBLIC LIBRARY | ||||||||
| PO BOX 4039 | SALISBURY | NC | 281454039 | NONE | GOV'T | SUPPORT THE NEEDS OF THE LIBRARY | $2,500 | |
| ROWAN COUNTY YMCA | ||||||||
| PO BOX 1575 | SALISBURY | NC | 28145 | NONE | 509(A)(1) | PROVIDE SUPPORT TO MEET THE HEALTH AND SOCIAL NEEDS | $10,000 | |
| ROWAN HELPING MINISTRIES | ||||||||
| PO BOX 4026 | SALISBURY | NC | 281454026 | NONE | 509(A)(1) | PROVIDE HUMANE SERVICES | $45,000 | |
| ROWAN MUSEUM | ||||||||
| 202 N MAIN ST | SALISBURY | NC | 28144 | NONE | 509(A)(1) | EDUCATIONAL PROGRAMS TO THE PUBLIC | $12,000 | |
| ROWAN PARTNERS FOR EDUCATION | ||||||||
| PO BOX 559204 EAST INNES STREET | SALISBURY | NC | 28145 | NONE | 509(A)(1) | SUPPORT OF EDUCATIONAL ACTIVITIES | $3,500 | |
| ROWAN VOCATIONAL OPPORTUNITIES INC | ||||||||
| 2728 OLD CONCORD RD | SALISBURY | NC | 28146 | NONE | GOV'T | PROVIDE EDUCATIONAL INFORMATION TO RESIDENTS OF ROWA | $65,000 | |
| ROWAN-CABARRUS COMMUNITY COLLEGE | ||||||||
| PO BOX 1595 | SALISBURY | NC | 281451595 | NONE | GOV'T | TO SUPPORT ROWAN-CABARRUS COUNTY COMMUNITY COLLEGE | $45,000 | |
| ROWAN-SALISBURY SCHOOL SYSTEM | ||||||||
| PO BOX 2349 | SALISBURY | NC | 281452349 | NONE | GOV'T | SUPPORT OF EDUCATIONAL ACTIVITIES | $15,000 | |
| SALISBURY-ROWAN SYMPHONY SOCIETY | ||||||||
| PO BOX 4264 | SALISBURY | NC | 281454264 | NONE | 509(A)(1) | SUPPORT OF THE SYMPHONY ORCHESTRA | $4,000 | |
| SMART START OF DAVIE CO | ||||||||
| 965 YADKINVILLE RD | MOCKSVILLE | NC | 27028 | NONE | 509(A)(1) | PROVIDE RESOURCES TO SUPPORT YOUNG CHILDREN AND THEI | $5,000 | |
| ST LUKE'S EPISCOPAL CHURCH | ||||||||
| 131 WEST COUNCIL ST | SALISBURY | NC | 28144 | NONE | CHURCH | SUPPORT THE NEEDS OF THE CHURCH | $1,000 | |
| STOREHOUSE FOR JESUS | ||||||||
| PO BOX 216 | MOCKSVILLE | NC | 27028 | NONE | 509(A)(1) | HELP THE NEEDY AND GIVE THE GOSPEL | $20,000 | |
| STUDENTS IN TRAINING | ||||||||
| 514 SOUTH SALISBURY AVENUE | SPENCER | NC | 28159 | NONE | 509(A)(1) | RECYCLE COMPUTERS AND EDUCATE STUDENTS WITH BASIC CO | $12,500 | |
| TOWN OF COOLEEMEE | ||||||||
| PO BOX 10807766 NC HIGHWAY | COOLEEMEE | NC | 27014 | NONE | GOV'T | SUPPORT THE TOWN OF COOLEEMEE'S ENDEAVORS | $5,000 | 801-SOUTH |
| WATERWORKS VISUAL ARTS CENTER | ||||||||
| 123 E LIBERTY ST | SALISBURY | NC | 28144 | NONE | 509(A)(1) | PRESENT CULTURAL DIVERSITY THROUGH THE WORKS OF ARTI | $5,000 | |
| WESTSIDE COMMUNITY FOUNDATION INC | ||||||||
| 719 SOUTH CALDWELL ST | SALISBURY | NC | 28144 | NONE | 509(A)(1) | YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| YOUNG LIFE MINISTRIES | ||||||||
| NATIONAL OFFICE PO BOX 520 | COLORADO SPRINGS | CO | 809010520 | NONE | 509(A)(1) | PROVIDE TEENAGERS WITH THE BASIC FACTS CONCERNING JE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1806600 | 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 | $1,281 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,281 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1281 | 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 | 1 | RelationshipsNoncharitableEOs |
Relationship Schedule RelationshipSchedule
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARGARET C WOODSON TRUST CO US TRUST CO OF NY 114 WEST 47TH ST NEW YORK NY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Organization | CHARITABLE TRUST | TypeOfOrganization |
| Description Of Relationship | FOUNDATION RECEIVES ALL NET PROCEEDS FROM THE TRUST. | DescriptionOfRelationship |
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 | MARGARET C WOODSON TRUST CO US TRUST COMPANY OF NY | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 WEST 47TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1430582 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $3,121 | Amount |
| Net Investment Income | 156 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2965 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK FEES | 395 | 20 | 375 |
| OFFICE EXPENSE | 280 | 14 | 266 |
| INSURANCE | 865 | 43 | 822 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | Category |
| Amount | $38,000 | Amount |
| Net Investment Income | 700 | NetInvestmentIncome |
| Disbursements Charitable Prps | 36100 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | Category |
| Amount | $66 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments