ZELNAK PRIVATE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ZELNAK PRIVATE FOUNDATION (EIN 56-2115096)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-14
- IRS object ID
- 201101349349100500
- Schema version
- 2010v3.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-14T09:56:37-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BATCHELOR TILLERY & ROBERTS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3605 GLENWOOD AVENUE SUITE 350 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562115096 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ZELNAK PRIVATE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ZELN | NameControl |
| Phone | 3362725100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26262 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27402 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN P ZELNAK | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9197878212 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4532632 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1009544 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 173902 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 173902 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 50213 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2221885 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 50213 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1233659 | TotalRevenueAndExpenses |
| Total Net Investment Income | 224115 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2959 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1402 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 467 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 14765 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 14765 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 137 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 17861 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16167 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 467 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 697500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 697500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 715361 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16167 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 697967 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 518298 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 207948 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 278741 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 218429 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 218429 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1115498 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 531640 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 566923 | InvestmentsGovtObligEOYFMV |
| Investments Corp Bonds BOY | 2395175 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 3556148 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 3745785 | InvestmentsCorpBondsEOYFMV |
| Other Assets EOY | 1495 | OtherAssetsEOY |
| Other Assets EOYFMV | 1495 | OtherAssetsEOYFMV |
| Total Assets BOY | 3789414 | TotalAssetsBOY |
| Total Assets EOY | 4307712 | TotalAssetsEOY |
| Total Assets EOYFMV | 4532632 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 3789414 | RetainedEarningsBOY |
| Retained Earnings EOY | 4307712 | RetainedEarningsEOY |
| Total Net Assets BOY | 3789414 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4307712 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3789414 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4307712 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3789414 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 518298 | ExcessOfRevenueOverExpenses |
| Subtotal | 4307712 | Subtotal |
| Total Net Assets Fund Balances EOY | 4307712 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 30,021.83 CMG ULTRA SHORT TERM BOND | 2010-02-26 | 2010-03-08 | 274700 | 275000 | -300 | -300 |
| 11,122 SHS MARTIN MARIETTA MATLS INC | 2010-05-24 | 2010-06-16 | 1037078 | 1009544 | 27534 | 27534 |
| 85,000 FEDERAL FARM BKS CONS | 2007-01-03 | 2010-01-08 | 85000 | 84754 | 246 | 246 |
| 150,000 BEAR STERNS COS INC | 2008-12-19 | 2010-03-08 | 151535 | 150089 | 1446 | 1446 |
| 108,899 UNITED STATES TREAS NTS | 2006-02-01 | 2010-03-08 | 116202 | 108660 | 7542 | 7542 |
| 100,000 FEDERAL FARM CR BKS CONS | 2008-02-29 | 2010-03-12 | 100000 | 100500 | -500 | -500 |
| 175,000 FEDERAL HOME LN BKS CONS BD | 2008-02-28 | 2010-03-12 | 175000 | 175000 | ||
| 120,000 FEDERAL HOME LN BKS CONS BD | 2006-07-12 | 2010-04-22 | 120000 | 116795 | 3205 | 3205 |
| 150,000 JOHNSON & JOHNSON DEB | 2008-09-19 | 2010-10-12 | 162371 | 151331 | 11040 | 11040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 50213 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 870422 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3903302 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.222996 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 840300 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3705902 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.226746 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1110780 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3555561 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.312406 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1585377 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3448042 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.459791 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 354651 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1565350 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.226563 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.448502 | TotalDistributionRatio |
| Average Distribution Ratio | 0.2897 | AverageDistributionRatio |
| Net Noncharitable Assets | 4174330 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1209303 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2079 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1211382 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 697967 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4159 | InvestmentIncomeExciseTax |
| Subtotal | 4159 | Subtotal |
| Tax Based On Investment Income | 4159 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3240 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3240 | TotalCreditsAndPayments |
| Tax Due | 919 | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3362725100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 26262 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27402 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| 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 |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| STEPHEN P ZELNAK JR | ||||||||
| 409 DRUMMOND DRIVE | RALEIGH | NC | 27609 | TRUSTEE <1 HR/WK | 0 | 0 | 0 | 0 |
| JUDY D ZELNAK | ||||||||
| 409 DRUMMOND DRIVE | RALEIGH | NC | 27609 | TRUSTEE <1 HR/WK | 0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DISTRIBUTED $697,500 TO 13 ORGANIZATIONS DURING 2010 FOR EDUCATIONAL, CIVIC AND OTHER CHARITABLE PURPOSES. | Description1 |
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 | 3918397 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 319501 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4237898 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4237898 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 63568 | CashDeemedCharitable |
| Net Noncharitable Assets | 4174330 | NetNoncharitableAssets |
| Minimum Investment Return | 208717 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 208717 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4159 | TaxBasedOnInvestmentIncome |
| Total Tax | 4159 | TotalTax |
| Distributable Amount Before Adj | 204558 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 204558 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 204558 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 697967 | 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 | 697967 | QualifyingDistributions |
| Adj Qualifying Distributions | 697967 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 204558 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 285789 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1445221 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 936442 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 661319 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 678474 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4007245 | TotalExcessDistriCarryover |
| Qualifying Distributions | 697967 | QualifyingDistributions |
| Applied To Current Year | 204558 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 493409 | RemainingDistriFromCorpus |
| Total Corpus | 4500654 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 285789 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4214865 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1445221 | ExcessFromYear4 |
| Excess From Year3 | 936442 | ExcessFromYear3 |
| Excess From Year2 | 661319 | ExcessFromYear2 |
| Excess From Year1 | 678474 | ExcessFromYear1 |
| Excess From Current Year | 493409 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | STEPHEN P ZELNAK JR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 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 |
|---|---|---|---|---|---|---|---|---|
| ALEXANDER THARPE FUND | ||||||||
| 150 BOBBY DODD WAY NW | ATLANTA | GA | 303320455 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $10,000 | |
| UNIVERSITY OF ALABAMA AT BIRMINGHAM | ||||||||
| BCE 217E 1530 3RD AVE SOUTH | BIRMINGHAM | AL | 352944460 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $20,000 | |
| BENCHMARK MINISTRIES | ||||||||
| 200 THORN HOLLOW DRIVE | APEX | NC | 27523 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $10,000 | |
| WHITE MEMORIAL PRESBYTERIAN CHURCH | ||||||||
| 1704 OBERLIN ROAD | RALEIGH | NC | 27608 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $5,000 | |
| GEORGIA TECH FOUNDATION | ||||||||
| 760 SPRING STREET NW SUITE 4 | ATLANTA | GA | 30308 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $10,000 | |
| NC STATE UNIVERSITY FOUNDATION | ||||||||
| CAMPUS BOX 8614 NELSON HALL | RALEIGH | NC | 27695 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $25,000 | |
| CAMPUS CRUSADE FOR CHRIST | ||||||||
| POST OFFICE BOX 628222 | ORLANDO | FL | 328628222 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $32,500 | |
| ANGEL MINISTRIES | ||||||||
| 5115 HOLLYRIDGE DRIVE | RALEIGH | NC | 276123111 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $25,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $500,000 | PO BOX 269 |
| HOSPICE OF CHATTANOOGA FOUNDATION | ||||||||
| 411 OAKWOOD DRIVE | CHATTANOOGA | TN | 27416 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $5,000 | |
| CAPITAL COMMISSION | ||||||||
| PO BOX 63118 | CHARLOTTE | NC | 28263 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $25,000 | |
| UNIVERSITY OF ALABAMA IN HUNTSVILLE | ||||||||
| SHELBIE KING HALL SUITE 300 | HUNTSVILLE | AL | 35899 | NONE | NON-PROFIT | CHARITABLE-GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 697500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $392 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $173,510 | 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 | $50,213 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $224,115 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 224115 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | STEPHEN P ZELNAK JR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 DRUMMOND DRIVE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27609 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 1009544 | 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 | 11,122 SHS MARTIN MARIETTA MATERIALS INC, STOCK | NoncashPropertyDescription |
| Fair Market Value | 1022334 | FairMarketValue |
| Date Received | 2010-06-15 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| TAX PREPARATION FEES | $1,869 | 1402 | 467 |
| OTHER ACCOUNTING SERVICES | $1,090 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (25 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 150,000 BEAR STEARNS COS INC | 0 | 0 |
| 150,000 BEAR STEARNS COS INC | 146091 | 171006 |
| 150,000 BELLSOUTH CORP | 152198 | 163753 |
| 125,000 CATERPILLAR FINL SVC | 126725 | 134094 |
| 150,000 COCA-COLA CO | 155729 | 169713 |
| 150,000 CONSOLIDATED EDISON CO | 152997 | 160624 |
| 150,000 CREDIT SUISSE FIRST BO | 160293 | 157166 |
| 150,000 CREDIT SUISSE 1ST BOST | 149886 | 161442 |
| 150,000 GENERAL ELECTRIC CAP C | 139234 | 164475 |
| 150,000 HONEYWELL INTL INC | 152086 | 169803 |
| 150,000 JOHNSON & JOHNSON | 0 | 0 |
| 150,000 NATIONAL RURAL UTIL CO | 176239 | 206913 |
| 150,000 PEPISCO INC | 150420 | 158744 |
| 150,000 TARGET CORP | 143875 | 160200 |
| 150,000 WACHOVIA CORP | 138816 | 166545 |
| 150,000 WELLS FARGO & CO | 149166 | 160650 |
| 150,000 BERKSHIRE HATHAWAY FIN | 163973 | 164040 |
| 150,000 PFIZER INC | 168110 | 168624 |
| 150,000 PROCTOR & GAMBLE CO | 156933 | 157488 |
| 150,000 BARCLAYS BK PLC | 156101 | 153188 |
| 150,000 CISCO SYS INC | 159271 | 157155 |
| 150,000 PFIZER INC | 179557 | 175704 |
| 150,000 SCHERING PLOUGH CORP | 176688 | 175289 |
| 125,000 ORACLE CORP | 148395 | 142994 |
| 125,000 UNITED TECHNOLOGIES CO | 153365 | 146175 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 531640 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 566923 | USGovtSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INTEREST PURCHASED | Description |
| EOY Book Value | 1495 | EOYBookValue |
| EOYFMV | 1495 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TRUST ASSET FEES | Category |
| Amount | $14,765 | Amount |
| Net Investment Income | 14765 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2010 FEDERAL EST. TAX PMTS. | Category |
| Amount | $137 | Amount |
Comments