STRATEGY STUDIO / PUBLIC DATA EXPLORER

ELIZABETH BURNS YOST TRUST SOUTHERN NATIONAL BANK OF NC TRUST: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH BURNS YOST TRUST SOUTHERN NATIONAL BANK OF NC TRUST (EIN 56-6355993)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-06
IRS object ID
201441269349100929
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-06T10:05:15-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN566355993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1YOST ELIZABETH B TR UWOBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlYOSTBusinessNameControlTxt
Phone9106932733PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2907 - TRUST TAX DEPTAddressLine1
CityWILSONCity
StateNCState
ZIP Code278942907ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRANCH BANKING TRUST CO TRUSTEEPersonNm
Person TitleVice PresidentPersonTitleTxt
Phone9106932733PhoneNum
Signature2014-04-16SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,005,824FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,813InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,813InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$70,664DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,664DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,190NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$689,630GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,190CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$87OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$87OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$159,754TotalRevAndExpnssAmt
Total Net Invst Incm$159,754TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$38,099CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$38,099CompOfcrDirTrstNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$20OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$3,632TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,498TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$330OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$42,081TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,927TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,587ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,587ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,668TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,927TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$140,587TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,914ExcessRevenueOverExpensesAmt
Net Investment Income$119,827NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$797CashBOYAmt
Cash EOY$110CashEOYAmt
Cash EOYFMV$110CashEOYFMVAmt
Sav And Temp Cash Invst BOY$18,061SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$66,245SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$66,245SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
US Government Obligations BOY$383,168USGovernmentObligationsBOYAmt
Corporate Stock BOY$1,073,696CorporateStockBOYAmt
Corporate Bonds BOY$869,916CorporateBondsBOYAmt
Other Investments BOY$277,706OtherInvestmentsBOYAmt
Other Investments EOY$2,534,305OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,939,469OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,623,344TotalAssetsBOYAmt
Total Assets EOY$2,600,660TotalAssetsEOYAmt
Total Assets EOYFMV$3,005,824TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,623,344CapitalStockBOYAmt
Capital Stock EOY$2,600,660CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,623,344TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,600,660TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,623,344TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,600,660TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,623,344TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,914ExcessRevenueOverExpensesAmt
Other Increases$236OtherIncreasesAmt
Subtotal$2,600,666SubtotalAmt
Other Decreases$6OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,600,660TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (125 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
50000. FED NATL MTG ASSN DTD 2/18/03 CALLABLE 2/21/06 @ 100 4.75% 02/22007-11-152013-02-21$50,000$50,749-$749-$749
70. ALLERGAN INC2012-10-262013-02-25$7,545$6,422$1,123$1,123
15. AMAZON INC COMMON2012-06-062013-02-25$3,975$3,264$711$711
190. ARCHER DANIELS MIDLAND COMPANY2011-08-242013-02-25$6,109$5,337$772$772
120. ARM HOLDINGS PLC -SPONS ADR2013-02-25$5,124$2,528$2,596$2,596
70. COGNIZANT TECHNOLOGY SOLUTIONS CORP2012-06-062013-02-25$5,414$4,245$1,169$1,169
70. CURTISS WRIGHT CORP2011-12-232013-02-25$2,430$2,512-$82-$82
489.338 DRIEHAUS ACTIVE INCOME FUND INST CL FUND # 1123 CLOSED TO NEW2011-08-242013-02-25$5,260$5,133$127$127
50. EXELON CORPORATEION2012-10-262013-02-25$1,534$1,777-$243-$243
110. KOHLS CORP COMMON2012-06-062013-02-25$5,083$4,906$177$177
1630. LI & FUNG LIMITED UNSPONS ADR2013-02-25$4,311$5,937-$1,626-$1,626
1810. LI & FUNG LIMITED UNSPONS ADR2012-10-262013-02-25$4,787$5,864-$1,077-$1,077
80. MAGELLAN HEALTH SERVICES INC COMMON2011-08-242013-02-25$4,067$3,880$187$187
1170.667 BRANDYWINE AMG FQ GLOBAL ALTERNATIVE FUND INST CL FUND # 3372013-02-25$10,396$10,332$64$64
317.775 BRANDYWINE AMG FQ GLOBAL ALTERNATIVE FUND INST CL FUND # 3372012-06-062013-02-25$2,822$2,914-$92-$92
130. MERIT MEDICAL SUSTEM INC COMMON2011-08-242013-02-25$1,557$1,775-$218-$218
30. MOHAWK IND INC COMMON2011-08-242013-02-25$3,160$1,340$1,820$1,820
70. ROGERS COMMUNICATIONS INC INC2012-06-062013-02-25$3,333$2,403$930$930
125. SCHLUMBERGER LTD2013-02-25$9,712$4,985$4,727$4,727
402.009 TOUCHSTONE MERGER ARBITRAGE FUND2012-10-262013-02-25$4,346$4,253$93$93
60. HERBALIFE LTD2012-09-112013-02-25$2,185$3,027-$842-$842
320. QIAGEN N.V.2011-08-242013-02-25$6,925$4,875$2,050$2,050
130. AIA GROUP LTD2012-06-062013-04-01$2,270$1,720$550$550
30. ALLEGIANT TRAVEL COMPANY COMMON2011-08-242013-04-01$2,580$1,359$1,221$1,221
350. ADR AMERICA MOVIL S A DE CV2013-04-01$7,339$8,313-$974-$974
1061.947 AMERICAN CENTURY DIVERSIFIED BOND FUND #2012-07-202013-04-01$11,777$12,000-$223-$223
60. BILL BARRETT CORP COMMON2011-08-242013-04-01$1,195$2,693-$1,498-$1,498
40. BAXTER INTERNATIONAL INCORPORATED2011-12-232013-04-01$2,893$1,996$897$897
15. BLACKROCK INC COMMON2013-04-01$3,802$2,587$1,215$1,215
40. CASEY'S GENERAL STORES, INC. COMMON2011-08-242013-04-01$2,321$1,653$668$668
20. CHEVRON TEXACO CORP COMMON2011-08-242013-04-01$2,391$1,938$453$453
323.563 DODGE & COX INCOME FUND2012-10-262013-04-01$4,478$4,504-$26-$26
273.171 DODGE & COX INCOME FUND2012-03-062013-04-01$3,781$3,745$36$36
812.435 DOUBLELINE TOTAL RETURN BOND FUND2012-10-262013-04-01$9,221$9,270-$49-$49
30. ENERGIZER HOLDINGS INC2011-08-242013-04-01$2,966$2,179$787$787
190. EXPEDITORS INTERNATIONAL2013-04-01$6,737$7,233-$496-$496
190.748 FEDERATED TOTAL RETURN GOV'T BOND FUND #6472012-06-062013-04-01$2,194$2,272-$78-$78
264. FORWARD INTERNATIONAL SMALL COMPANIES FD2011-08-242013-04-01$3,852$3,324$528$528
70. GILEAD SCIENCES INC2012-07-202013-04-01$3,381$1,861$1,520$1,520
404.018 METROPOLITAN WEST TOTAL RETURN BOND FUND2012-09-112013-04-01$4,416$4,424-$8-$8
294.531 METROPOLITAN WEST TOTAL RETURN BOND FUND2012-03-062013-04-01$3,219$3,110$109$109
20. MONSANTO CO COMMON2012-07-202013-04-01$2,119$1,750$369$369
3. NVR INC. COMMON2011-08-242013-04-01$3,177$1,802$1,375$1,375
40. NOVARTIS AG2010-10-272013-04-01$2,842$2,297$545$545
40. PAYCHEX INC2012-10-262013-04-01$1,416$1,316$100$100
200. PAYCHEX INC2011-08-242013-04-01$7,078$5,219$1,859$1,859
100. PFIZER INCORPORATED2011-07-192013-04-01$2,871$1,980$891$891
50. QUALCOMM INC COMMON2011-08-242013-04-01$3,310$2,376$934$934
120. QUANTA SERVICES INC COMMON2012-06-062013-04-01$3,312$2,614$698$698
50. ROCHE HOLDING LTD ADR2013-04-01$2,921$2,142$779$779
30. ROCKWOOD HOLDINGS INC COMMON2011-08-242013-04-01$1,927$1,355$572$572
100. SALLY BEAUTY COMPANY INC COMMON2011-08-242013-04-01$2,926$1,620$1,306$1,306
170. SUNTRUST BANKS, INC. COMMON2012-03-062013-04-01$4,825$3,682$1,143$1,143
30. SYNAPTICS INC2011-12-232013-04-01$1,191$906$285$285
20. TRACTOR SUPPLY COMPANY COMMON2011-08-242013-04-01$2,064$1,160$904$904
30. THE TRAVELERS COMPANIES INC.2011-08-242013-04-01$2,518$1,476$1,042$1,042
20. WHIRLPOOL CORP2011-08-242013-04-01$2,328$1,143$1,185$1,185
40. ARCH CAPITAL GROUP LTD2011-08-242013-04-01$2,098$1,301$797$797
30. CERNER CORP COMMON2012-09-112013-05-03$2,901$2,193$708$708
60. COGNIZANT TECHNOLOGY SOLUTIONS CORP2012-06-062013-05-03$3,927$3,638$289$289
50. EDWARDS LIFESCIENCES CORP COMMON2013-02-252013-05-03$3,153$4,389-$1,236-$1,236
227.593 FEDERATED TOTAL RETURN GOV'T BOND FUND #6472012-06-062013-05-03$2,624$2,711-$87-$87
50. F5 NETWORKS INC COMMON2011-08-242013-05-03$3,772$3,587$185$185
70. GENERAL MILLS, INCORPORATED2012-03-062013-05-03$3,548$2,687$861$861
110. JOS A. BANK CLOTHIERS INC. COMMON2011-08-242013-05-03$4,868$4,894-$26-$26
20. MCDONALDS CORPORATION2011-08-242013-05-03$2,061$1,793$268$268
3. NVR INC. COMMON2011-08-242013-05-03$3,057$1,802$1,255$1,255
40. PEPSICO INCORPORATED2009-04-032013-05-03$3,316$2,098$1,218$1,218
30. ROCK-TENN CO2013-04-012013-05-03$3,055$2,748$307$307
70. SEMPRA ENERGY2011-08-242013-05-03$5,873$3,575$2,298$2,298
140. SOUTHERN COMPANY2013-02-252013-05-03$6,619$6,304$315$315
330. SUNCOR ENERGY, INC2012-06-062013-05-03$10,220$9,336$884$884
110. TENNECO AUTOMOTIVE INC COM2011-12-232013-05-03$4,453$3,298$1,155$1,155
80. INVESCO LTD2011-08-242013-05-03$2,606$1,400$1,206$1,206
180. TE CONNECTIVITY LTD2013-05-03$7,995$5,940$2,055$2,055
140. AVAGO TECHNOLOGIES LTD2012-10-262013-05-03$4,475$4,740-$265-$265
.3 ITAU UNIBANCO BANCO MULTIPLO SA2011-07-192013-06-13$4$6-$2-$2
30. ALLEGIANT TRAVEL COMPANY COMMON2011-08-242013-07-25$2,789$1,359$1,430$1,430
5531.039 AMERICAN CENTURY DIVERSIFIED BOND FUND #2013-07-25$59,237$58,699$538$538
983.911 AMERICAN CENTURY DIVERSIFIED BOND FUND #2012-09-112013-07-25$10,538$11,069-$531-$531
110. APARTMENT INVESTMENT & MANAGEMENT CO2012-09-112013-07-25$3,341$2,927$414$414
150. ARM HOLDINGS PLC -SPONS ADR2011-08-242013-07-25$5,935$3,913$2,022$2,022
90. COACH INC2013-07-25$5,349$5,464-$115-$115
100. COGNIZANT TECHNOLOGY SOLUTIONS CORP2012-06-062013-07-25$7,264$6,064$1,200$1,200
1140.019 DRIEHAUS ACTIVE INCOME FUND INST CL FUND # 1123 CLOSED TO NEW2013-07-25$12,267$12,020$247$247
80. EMERSON ELECTRIC COMPANY2011-08-242013-07-25$4,751$3,611$1,140$1,140
70. EQUIFAX INC COMMON2012-09-112013-07-25$4,308$3,280$1,028$1,028
369.941 FEDERATED TOTAL RETURN GOV'T BOND FUND #6472012-09-112013-07-25$4,088$4,369-$281-$281
2636.293 FEDERATED TOTAL RETURN GOV'T BOND FUND #6472013-07-25$29,131$31,150-$2,019-$2,019
197.718 FORWARD INTERNATIONAL SMALL COMPANIES FD2011-08-242013-07-25$3,122$2,489$633$633
60. GILEAD SCIENCES INC2012-07-202013-07-25$3,604$1,595$2,009$2,009
50. HSBC HLDGS PLC ADR2012-07-202013-07-25$2,814$2,089$725$725
60. HEALTH CARE REIT INC2011-08-242013-07-25$3,925$2,882$1,043$1,043
80. INTUIT INC COMMON2012-09-112013-07-25$5,042$4,799$243$243
60. INTUIT INC COMMON2012-07-202013-07-25$3,781$3,529$252$252
158.187 MAINSTAY MARKETFIELD FUND-I2012-03-062013-07-25$2,770$2,262$508$508
110. MOODY'S CORPORATION2012-06-062013-07-25$7,098$4,020$3,078$3,078
210. NUANCE COMMUNICATIONS INC COMMON2011-08-242013-07-25$3,990$3,612$378$378
40. ONYX PHARMACEUTICALS INC COM2011-08-242013-07-25$5,250$1,243$4,007$4,007
35. PIONEER NAT RES CO COMMON2011-08-242013-07-25$5,410$2,578$2,832$2,832
170. SONOVA HOLDING AG2013-07-25$3,759$3,029$730$730
30. TIME WARNER CABLE INC2013-02-252013-07-25$3,513$2,615$898$898
106.555 WASATCH 1ST SOURCE LONG/SHORT FUND # 92012-06-062013-07-25$1,678$1,365$313$313
130. INVESCO LTD2011-08-242013-07-25$4,248$2,274$1,974$1,974
50000. US TREASURY BOND DTD 8/15/2003 4.25% 08/2007-11-152013-08-15$50,000$51,064-$1,064-$1,064
40. ONYX PHARMACEUTICALS INC COM2011-08-242013-10-07$5,000$1,243$3,757$3,757
90. WMS INDUSTRIES INC COMMON2012-10-262013-10-18$2,340$1,491$849$849
.92 CNH INDUSTRIAL NV2011-08-242013-10-24$11$7$4$4
10. AMAZON INC COMMON2012-06-062013-12-03$3,861$2,176$1,685$1,685
10. APPLE COMPUTER CORPORATION COMMON2013-12-03$5,618$5,787-$169-$169
50. AXIALL CORP COMMON2013-07-252013-12-03$2,490$2,160$330$330
220. BROADCOM CORP CL A COMMON2012-06-062013-12-03$5,957$7,467-$1,510-$1,510
40. CHART INDUSTRIES INC COMMON2011-08-242013-12-03$4,032$1,708$2,324$2,324
2. GOOGLE INC CL A2012-09-112013-12-03$2,109$1,386$723$723
30. ICICI BANK LIMITED SPONS ADR2012-07-202013-12-03$1,041$1,023$18$18
50. INTERDIGITAL INC COMMON2012-10-262013-12-03$1,629$1,801-$172-$172
740. LONZA GROUP AG ADR2011-08-242013-12-03$6,649$4,647$2,002$2,002
170. POTASH CORP SASKATCHEWAN2013-12-03$5,391$6,940-$1,549-$1,549
150. POTASH CORP SASKATCHEWAN2012-10-262013-12-03$4,756$6,026-$1,270-$1,270
3. PRICELINE.COM INC COMMON2012-06-062013-12-03$3,529$1,899$1,630$1,630
30. NOBLE CORP PLC2012-10-262013-12-03$1,148$1,146$2$2
390. CNH INDUSTRIAL NV2011-08-242013-12-03$4,173$2,799$1,374$1,374
100. NV ENERGY INC COMMON2012-03-062013-12-20$2,375$1,557$818$818
25. PERRIGO COMPANY2013-12-032013-12-23$3,805$3,890-$85-$85
CAPITAL GAIN DIVIDENDS$6,376P
FieldValueIRS element (for citing)
Capital Gain Net Income$83,190CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$140,832AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,842,241NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04955DistributionYr1Rt
Adjusted Qlfy Distri Yr2$131,400AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,896,791NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045361DistributionYr2Rt
Adjusted Qlfy Distri Yr3$127,378AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,799,981NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045492DistributionYr3Rt
Adjusted Qlfy Distri Yr4$190,264AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,592,314NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.073395DistributionYr4Rt
Adjusted Qlfy Distri Yr5$169,669AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,841,942NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059702DistributionYr5Rt
Total Distribution0.2735TotalDistributionRt
Average Distribution0.0547AverageDistributionRt
Net Vl Noncharitable Assets$2,910,650NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$159,213AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,198NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$160,411AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$140,587QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,397InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,397SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,397TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,952EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$0AppliedToEsTaxAmt
Total Payments And Credits$2,952TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$555OverpaymentAmt
Applied To ES Tax$555AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BRANCH BANKING & TRUST COMPANYBusinessNameLine1
FieldValueIRS element (for citing)
Phone9106932733PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1130 APPLECROSS RDAddressLine1
CityPINEHURSTCity
StateNCState
ZIP Code28374ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRANCH BANKING AND TRUST COMPANYBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1130 APPLECROSS RDAddressLine1
CityPINEHURSTCity
StateNCState
ZIP Code28374ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$38,099CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,900,699AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,276AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,954,975TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,954,975AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,910,650NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,533MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,533MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,397TaxBasedOnInvestmentIncomeAmt
Total Tax$2,397TotalTaxAmt
Distributable Before Adj$143,136DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$143,136DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$143,136DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$140,587ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$140,587QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$140,587AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$143,136DistributableAsAdjustedAmt
Undistributed Income PY$139,162UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$140,587QualifyingDistributionsAmt
Applied To Year1$139,162AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,425AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$141,711UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBRANCH BANKING TRUST COMPANYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1130 APPLECROSS ROADAddressLine1
CityPINEHURSTCity
StateNCState
ZIP Code283748520ZIPCode
FieldValueIRS element (for citing)
Recipient Phone9106932733RecipientPhoneNum
Form And Info And MaterialsFORM SHOULD LIST CHARITY NAME, OFFICER, ADDRESS, TAX ID# AND PHONE NUMBER. GIVE PROJECT DESCRIPTION, TITLE OF PROJECT, AND BUDGET REQUEST AMOUNT.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsLIMITED TO ANSON COUNTY, NCRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2
ANSON COUNTY HEALTH DEPART
PO BOX 473WADESBORONC28170NONEEXEMPTCOMMUNITY$20,000
ANSON COUNTY COOPERATIVE EXTENSION
PO BOX 633WADESBORONC28170NONEEXEMPTEDUCATIONAL$2,500
ANSON COUNTY SCHOOL SYSTEM
PO BOX 719WADESBORONC28170NONEEXEMPTEDUCATIONAL$7,000
ANSON HIGH SCHOOL
PO BOX 513WADESBORONC28170NONEEXEMPTEDUCATIONAL$18,050
ANSON COUNTY PARKS &
ROUTE 2 BOX 406WADESBORONC28170NONEEXEMPTCOMMUNITY$6,000RECREATION - PROGRAM ENHANCEMENT
FEED MY LAMBS INC
PO BOX 91WADESBORONC28170NONEEXEMPTCOMMUNITY$11,000
ANSON CRISIS MINISTRY
117 N RUTHERFORD STWADESBORONC28170NONEEXEMPTCOMMUNITY$10,000
TOWN OF WADESBORO
PO BOX 697WADESBORONC28170NONEEXEMPTCOMMUNITY$6,000PARK PROJECT
ANSON ECONOMIC DEVELOPMENT CORP
111 E CASWELL STWADESBORONC281702238NONEEXEMPTCOMMUNITY$30,000C/O JAY VERNON
ANSON COUNTY PARTNERSHIP
117 SOUTH GREENE STWADESBORONC28170NONEEXEMPTLITERACY INITIATIVES FOR$1,000FOR CHILDREN
HEALTHQUEST
415 E FRANKLIN STREETMONROENC28112NONEEXEMPTMEDICAL$8,000
ANSON NEW TECHNOLOGY HIGH SCHOOL
118 ASHE STREETWADESBORONC28170NONEEXEMPTEDUCATIONAL$14,837
BURNSVILLE RECREATION & LEARNING
13349 N CAROLINA 742POLKTONNC28135NONEEXEMPTEDUCATIONAL$500CENTER
DUKE TIP
1121 WEST MAIN STREETDURHAMNC277012028NONEEXEMPTEDUCATIONAL$700
CENTRAL NC COUNCIL
PO BOX 250ALBEMARLENC28002NONEEXEMPTYOUTH DEVELOPMENT$5,000BOY SCOUTS OF AMERICA
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,587TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,813ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$70,664ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,190ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion14ExclusionCd
Exclusion$87ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$159,754ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$159,754TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionROUNDING ADJUSTMENTDescription
Amount$6Amount

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionDIFF IN MUTUAL FDS REC/REPORTEDDescription
Amount$236Amount