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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-06T10:05:15-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566355993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOST ELIZABETH B TR UWO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YOST | BusinessNameControlTxt |
| Phone | 9106932733 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRANCH BANKING TRUST CO TRUSTEE | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 9106932733 | PhoneNum |
| Signature | 2014-04-16 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,005,824 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,813 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,813 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $70,664 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $70,664 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $83,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $689,630 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $83,190 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $87 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $87 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $159,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,754 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,099 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $38,099 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,632 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,498 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $330 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $330 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $42,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,927 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $182,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,927 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,914 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,827 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $797 | CashBOYAmt |
| Cash EOY | $110 | CashEOYAmt |
| Cash EOYFMV | $110 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,061 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $66,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,245 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $383,168 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,073,696 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $869,916 | CorporateBondsBOYAmt |
| Other Investments BOY | $277,706 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,534,305 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,939,469 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,623,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,600,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,005,824 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,623,344 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,600,660 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,623,344 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,600,660 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,623,344 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,600,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,623,344 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,914 | ExcessRevenueOverExpensesAmt |
| Other Increases | $236 | OtherIncreasesAmt |
| Subtotal | $2,600,666 | SubtotalAmt |
| Other Decreases | $6 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,600,660 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (125 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000. FED NATL MTG ASSN DTD 2/18/03 CALLABLE 2/21/06 @ 100 4.75% 02/2 | 2007-11-15 | 2013-02-21 | $50,000 | $50,749 | -$749 | -$749 | |
| 70. ALLERGAN INC | 2012-10-26 | 2013-02-25 | $7,545 | $6,422 | $1,123 | $1,123 | |
| 15. AMAZON INC COMMON | 2012-06-06 | 2013-02-25 | $3,975 | $3,264 | $711 | $711 | |
| 190. ARCHER DANIELS MIDLAND COMPANY | 2011-08-24 | 2013-02-25 | $6,109 | $5,337 | $772 | $772 | |
| 120. ARM HOLDINGS PLC -SPONS ADR | 2013-02-25 | $5,124 | $2,528 | $2,596 | $2,596 | ||
| 70. COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2012-06-06 | 2013-02-25 | $5,414 | $4,245 | $1,169 | $1,169 | |
| 70. CURTISS WRIGHT CORP | 2011-12-23 | 2013-02-25 | $2,430 | $2,512 | -$82 | -$82 | |
| 489.338 DRIEHAUS ACTIVE INCOME FUND INST CL FUND # 1123 CLOSED TO NEW | 2011-08-24 | 2013-02-25 | $5,260 | $5,133 | $127 | $127 | |
| 50. EXELON CORPORATEION | 2012-10-26 | 2013-02-25 | $1,534 | $1,777 | -$243 | -$243 | |
| 110. KOHLS CORP COMMON | 2012-06-06 | 2013-02-25 | $5,083 | $4,906 | $177 | $177 | |
| 1630. LI & FUNG LIMITED UNSPONS ADR | 2013-02-25 | $4,311 | $5,937 | -$1,626 | -$1,626 | ||
| 1810. LI & FUNG LIMITED UNSPONS ADR | 2012-10-26 | 2013-02-25 | $4,787 | $5,864 | -$1,077 | -$1,077 | |
| 80. MAGELLAN HEALTH SERVICES INC COMMON | 2011-08-24 | 2013-02-25 | $4,067 | $3,880 | $187 | $187 | |
| 1170.667 BRANDYWINE AMG FQ GLOBAL ALTERNATIVE FUND INST CL FUND # 337 | 2013-02-25 | $10,396 | $10,332 | $64 | $64 | ||
| 317.775 BRANDYWINE AMG FQ GLOBAL ALTERNATIVE FUND INST CL FUND # 337 | 2012-06-06 | 2013-02-25 | $2,822 | $2,914 | -$92 | -$92 | |
| 130. MERIT MEDICAL SUSTEM INC COMMON | 2011-08-24 | 2013-02-25 | $1,557 | $1,775 | -$218 | -$218 | |
| 30. MOHAWK IND INC COMMON | 2011-08-24 | 2013-02-25 | $3,160 | $1,340 | $1,820 | $1,820 | |
| 70. ROGERS COMMUNICATIONS INC INC | 2012-06-06 | 2013-02-25 | $3,333 | $2,403 | $930 | $930 | |
| 125. SCHLUMBERGER LTD | 2013-02-25 | $9,712 | $4,985 | $4,727 | $4,727 | ||
| 402.009 TOUCHSTONE MERGER ARBITRAGE FUND | 2012-10-26 | 2013-02-25 | $4,346 | $4,253 | $93 | $93 | |
| 60. HERBALIFE LTD | 2012-09-11 | 2013-02-25 | $2,185 | $3,027 | -$842 | -$842 | |
| 320. QIAGEN N.V. | 2011-08-24 | 2013-02-25 | $6,925 | $4,875 | $2,050 | $2,050 | |
| 130. AIA GROUP LTD | 2012-06-06 | 2013-04-01 | $2,270 | $1,720 | $550 | $550 | |
| 30. ALLEGIANT TRAVEL COMPANY COMMON | 2011-08-24 | 2013-04-01 | $2,580 | $1,359 | $1,221 | $1,221 | |
| 350. ADR AMERICA MOVIL S A DE CV | 2013-04-01 | $7,339 | $8,313 | -$974 | -$974 | ||
| 1061.947 AMERICAN CENTURY DIVERSIFIED BOND FUND # | 2012-07-20 | 2013-04-01 | $11,777 | $12,000 | -$223 | -$223 | |
| 60. BILL BARRETT CORP COMMON | 2011-08-24 | 2013-04-01 | $1,195 | $2,693 | -$1,498 | -$1,498 | |
| 40. BAXTER INTERNATIONAL INCORPORATED | 2011-12-23 | 2013-04-01 | $2,893 | $1,996 | $897 | $897 | |
| 15. BLACKROCK INC COMMON | 2013-04-01 | $3,802 | $2,587 | $1,215 | $1,215 | ||
| 40. CASEY'S GENERAL STORES, INC. COMMON | 2011-08-24 | 2013-04-01 | $2,321 | $1,653 | $668 | $668 | |
| 20. CHEVRON TEXACO CORP COMMON | 2011-08-24 | 2013-04-01 | $2,391 | $1,938 | $453 | $453 | |
| 323.563 DODGE & COX INCOME FUND | 2012-10-26 | 2013-04-01 | $4,478 | $4,504 | -$26 | -$26 | |
| 273.171 DODGE & COX INCOME FUND | 2012-03-06 | 2013-04-01 | $3,781 | $3,745 | $36 | $36 | |
| 812.435 DOUBLELINE TOTAL RETURN BOND FUND | 2012-10-26 | 2013-04-01 | $9,221 | $9,270 | -$49 | -$49 | |
| 30. ENERGIZER HOLDINGS INC | 2011-08-24 | 2013-04-01 | $2,966 | $2,179 | $787 | $787 | |
| 190. EXPEDITORS INTERNATIONAL | 2013-04-01 | $6,737 | $7,233 | -$496 | -$496 | ||
| 190.748 FEDERATED TOTAL RETURN GOV'T BOND FUND #647 | 2012-06-06 | 2013-04-01 | $2,194 | $2,272 | -$78 | -$78 | |
| 264. FORWARD INTERNATIONAL SMALL COMPANIES FD | 2011-08-24 | 2013-04-01 | $3,852 | $3,324 | $528 | $528 | |
| 70. GILEAD SCIENCES INC | 2012-07-20 | 2013-04-01 | $3,381 | $1,861 | $1,520 | $1,520 | |
| 404.018 METROPOLITAN WEST TOTAL RETURN BOND FUND | 2012-09-11 | 2013-04-01 | $4,416 | $4,424 | -$8 | -$8 | |
| 294.531 METROPOLITAN WEST TOTAL RETURN BOND FUND | 2012-03-06 | 2013-04-01 | $3,219 | $3,110 | $109 | $109 | |
| 20. MONSANTO CO COMMON | 2012-07-20 | 2013-04-01 | $2,119 | $1,750 | $369 | $369 | |
| 3. NVR INC. COMMON | 2011-08-24 | 2013-04-01 | $3,177 | $1,802 | $1,375 | $1,375 | |
| 40. NOVARTIS AG | 2010-10-27 | 2013-04-01 | $2,842 | $2,297 | $545 | $545 | |
| 40. PAYCHEX INC | 2012-10-26 | 2013-04-01 | $1,416 | $1,316 | $100 | $100 | |
| 200. PAYCHEX INC | 2011-08-24 | 2013-04-01 | $7,078 | $5,219 | $1,859 | $1,859 | |
| 100. PFIZER INCORPORATED | 2011-07-19 | 2013-04-01 | $2,871 | $1,980 | $891 | $891 | |
| 50. QUALCOMM INC COMMON | 2011-08-24 | 2013-04-01 | $3,310 | $2,376 | $934 | $934 | |
| 120. QUANTA SERVICES INC COMMON | 2012-06-06 | 2013-04-01 | $3,312 | $2,614 | $698 | $698 | |
| 50. ROCHE HOLDING LTD ADR | 2013-04-01 | $2,921 | $2,142 | $779 | $779 | ||
| 30. ROCKWOOD HOLDINGS INC COMMON | 2011-08-24 | 2013-04-01 | $1,927 | $1,355 | $572 | $572 | |
| 100. SALLY BEAUTY COMPANY INC COMMON | 2011-08-24 | 2013-04-01 | $2,926 | $1,620 | $1,306 | $1,306 | |
| 170. SUNTRUST BANKS, INC. COMMON | 2012-03-06 | 2013-04-01 | $4,825 | $3,682 | $1,143 | $1,143 | |
| 30. SYNAPTICS INC | 2011-12-23 | 2013-04-01 | $1,191 | $906 | $285 | $285 | |
| 20. TRACTOR SUPPLY COMPANY COMMON | 2011-08-24 | 2013-04-01 | $2,064 | $1,160 | $904 | $904 | |
| 30. THE TRAVELERS COMPANIES INC. | 2011-08-24 | 2013-04-01 | $2,518 | $1,476 | $1,042 | $1,042 | |
| 20. WHIRLPOOL CORP | 2011-08-24 | 2013-04-01 | $2,328 | $1,143 | $1,185 | $1,185 | |
| 40. ARCH CAPITAL GROUP LTD | 2011-08-24 | 2013-04-01 | $2,098 | $1,301 | $797 | $797 | |
| 30. CERNER CORP COMMON | 2012-09-11 | 2013-05-03 | $2,901 | $2,193 | $708 | $708 | |
| 60. COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2012-06-06 | 2013-05-03 | $3,927 | $3,638 | $289 | $289 | |
| 50. EDWARDS LIFESCIENCES CORP COMMON | 2013-02-25 | 2013-05-03 | $3,153 | $4,389 | -$1,236 | -$1,236 | |
| 227.593 FEDERATED TOTAL RETURN GOV'T BOND FUND #647 | 2012-06-06 | 2013-05-03 | $2,624 | $2,711 | -$87 | -$87 | |
| 50. F5 NETWORKS INC COMMON | 2011-08-24 | 2013-05-03 | $3,772 | $3,587 | $185 | $185 | |
| 70. GENERAL MILLS, INCORPORATED | 2012-03-06 | 2013-05-03 | $3,548 | $2,687 | $861 | $861 | |
| 110. JOS A. BANK CLOTHIERS INC. COMMON | 2011-08-24 | 2013-05-03 | $4,868 | $4,894 | -$26 | -$26 | |
| 20. MCDONALDS CORPORATION | 2011-08-24 | 2013-05-03 | $2,061 | $1,793 | $268 | $268 | |
| 3. NVR INC. COMMON | 2011-08-24 | 2013-05-03 | $3,057 | $1,802 | $1,255 | $1,255 | |
| 40. PEPSICO INCORPORATED | 2009-04-03 | 2013-05-03 | $3,316 | $2,098 | $1,218 | $1,218 | |
| 30. ROCK-TENN CO | 2013-04-01 | 2013-05-03 | $3,055 | $2,748 | $307 | $307 | |
| 70. SEMPRA ENERGY | 2011-08-24 | 2013-05-03 | $5,873 | $3,575 | $2,298 | $2,298 | |
| 140. SOUTHERN COMPANY | 2013-02-25 | 2013-05-03 | $6,619 | $6,304 | $315 | $315 | |
| 330. SUNCOR ENERGY, INC | 2012-06-06 | 2013-05-03 | $10,220 | $9,336 | $884 | $884 | |
| 110. TENNECO AUTOMOTIVE INC COM | 2011-12-23 | 2013-05-03 | $4,453 | $3,298 | $1,155 | $1,155 | |
| 80. INVESCO LTD | 2011-08-24 | 2013-05-03 | $2,606 | $1,400 | $1,206 | $1,206 | |
| 180. TE CONNECTIVITY LTD | 2013-05-03 | $7,995 | $5,940 | $2,055 | $2,055 | ||
| 140. AVAGO TECHNOLOGIES LTD | 2012-10-26 | 2013-05-03 | $4,475 | $4,740 | -$265 | -$265 | |
| .3 ITAU UNIBANCO BANCO MULTIPLO SA | 2011-07-19 | 2013-06-13 | $4 | $6 | -$2 | -$2 | |
| 30. ALLEGIANT TRAVEL COMPANY COMMON | 2011-08-24 | 2013-07-25 | $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 # | 2012-09-11 | 2013-07-25 | $10,538 | $11,069 | -$531 | -$531 | |
| 110. APARTMENT INVESTMENT & MANAGEMENT CO | 2012-09-11 | 2013-07-25 | $3,341 | $2,927 | $414 | $414 | |
| 150. ARM HOLDINGS PLC -SPONS ADR | 2011-08-24 | 2013-07-25 | $5,935 | $3,913 | $2,022 | $2,022 | |
| 90. COACH INC | 2013-07-25 | $5,349 | $5,464 | -$115 | -$115 | ||
| 100. COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2012-06-06 | 2013-07-25 | $7,264 | $6,064 | $1,200 | $1,200 | |
| 1140.019 DRIEHAUS ACTIVE INCOME FUND INST CL FUND # 1123 CLOSED TO NEW | 2013-07-25 | $12,267 | $12,020 | $247 | $247 | ||
| 80. EMERSON ELECTRIC COMPANY | 2011-08-24 | 2013-07-25 | $4,751 | $3,611 | $1,140 | $1,140 | |
| 70. EQUIFAX INC COMMON | 2012-09-11 | 2013-07-25 | $4,308 | $3,280 | $1,028 | $1,028 | |
| 369.941 FEDERATED TOTAL RETURN GOV'T BOND FUND #647 | 2012-09-11 | 2013-07-25 | $4,088 | $4,369 | -$281 | -$281 | |
| 2636.293 FEDERATED TOTAL RETURN GOV'T BOND FUND #647 | 2013-07-25 | $29,131 | $31,150 | -$2,019 | -$2,019 | ||
| 197.718 FORWARD INTERNATIONAL SMALL COMPANIES FD | 2011-08-24 | 2013-07-25 | $3,122 | $2,489 | $633 | $633 | |
| 60. GILEAD SCIENCES INC | 2012-07-20 | 2013-07-25 | $3,604 | $1,595 | $2,009 | $2,009 | |
| 50. HSBC HLDGS PLC ADR | 2012-07-20 | 2013-07-25 | $2,814 | $2,089 | $725 | $725 | |
| 60. HEALTH CARE REIT INC | 2011-08-24 | 2013-07-25 | $3,925 | $2,882 | $1,043 | $1,043 | |
| 80. INTUIT INC COMMON | 2012-09-11 | 2013-07-25 | $5,042 | $4,799 | $243 | $243 | |
| 60. INTUIT INC COMMON | 2012-07-20 | 2013-07-25 | $3,781 | $3,529 | $252 | $252 | |
| 158.187 MAINSTAY MARKETFIELD FUND-I | 2012-03-06 | 2013-07-25 | $2,770 | $2,262 | $508 | $508 | |
| 110. MOODY'S CORPORATION | 2012-06-06 | 2013-07-25 | $7,098 | $4,020 | $3,078 | $3,078 | |
| 210. NUANCE COMMUNICATIONS INC COMMON | 2011-08-24 | 2013-07-25 | $3,990 | $3,612 | $378 | $378 | |
| 40. ONYX PHARMACEUTICALS INC COM | 2011-08-24 | 2013-07-25 | $5,250 | $1,243 | $4,007 | $4,007 | |
| 35. PIONEER NAT RES CO COMMON | 2011-08-24 | 2013-07-25 | $5,410 | $2,578 | $2,832 | $2,832 | |
| 170. SONOVA HOLDING AG | 2013-07-25 | $3,759 | $3,029 | $730 | $730 | ||
| 30. TIME WARNER CABLE INC | 2013-02-25 | 2013-07-25 | $3,513 | $2,615 | $898 | $898 | |
| 106.555 WASATCH 1ST SOURCE LONG/SHORT FUND # 9 | 2012-06-06 | 2013-07-25 | $1,678 | $1,365 | $313 | $313 | |
| 130. INVESCO LTD | 2011-08-24 | 2013-07-25 | $4,248 | $2,274 | $1,974 | $1,974 | |
| 50000. US TREASURY BOND DTD 8/15/2003 4.25% 08/ | 2007-11-15 | 2013-08-15 | $50,000 | $51,064 | -$1,064 | -$1,064 | |
| 40. ONYX PHARMACEUTICALS INC COM | 2011-08-24 | 2013-10-07 | $5,000 | $1,243 | $3,757 | $3,757 | |
| 90. WMS INDUSTRIES INC COMMON | 2012-10-26 | 2013-10-18 | $2,340 | $1,491 | $849 | $849 | |
| .92 CNH INDUSTRIAL NV | 2011-08-24 | 2013-10-24 | $11 | $7 | $4 | $4 | |
| 10. AMAZON INC COMMON | 2012-06-06 | 2013-12-03 | $3,861 | $2,176 | $1,685 | $1,685 | |
| 10. APPLE COMPUTER CORPORATION COMMON | 2013-12-03 | $5,618 | $5,787 | -$169 | -$169 | ||
| 50. AXIALL CORP COMMON | 2013-07-25 | 2013-12-03 | $2,490 | $2,160 | $330 | $330 | |
| 220. BROADCOM CORP CL A COMMON | 2012-06-06 | 2013-12-03 | $5,957 | $7,467 | -$1,510 | -$1,510 | |
| 40. CHART INDUSTRIES INC COMMON | 2011-08-24 | 2013-12-03 | $4,032 | $1,708 | $2,324 | $2,324 | |
| 2. GOOGLE INC CL A | 2012-09-11 | 2013-12-03 | $2,109 | $1,386 | $723 | $723 | |
| 30. ICICI BANK LIMITED SPONS ADR | 2012-07-20 | 2013-12-03 | $1,041 | $1,023 | $18 | $18 | |
| 50. INTERDIGITAL INC COMMON | 2012-10-26 | 2013-12-03 | $1,629 | $1,801 | -$172 | -$172 | |
| 740. LONZA GROUP AG ADR | 2011-08-24 | 2013-12-03 | $6,649 | $4,647 | $2,002 | $2,002 | |
| 170. POTASH CORP SASKATCHEWAN | 2013-12-03 | $5,391 | $6,940 | -$1,549 | -$1,549 | ||
| 150. POTASH CORP SASKATCHEWAN | 2012-10-26 | 2013-12-03 | $4,756 | $6,026 | -$1,270 | -$1,270 | |
| 3. PRICELINE.COM INC COMMON | 2012-06-06 | 2013-12-03 | $3,529 | $1,899 | $1,630 | $1,630 | |
| 30. NOBLE CORP PLC | 2012-10-26 | 2013-12-03 | $1,148 | $1,146 | $2 | $2 | |
| 390. CNH INDUSTRIAL NV | 2011-08-24 | 2013-12-03 | $4,173 | $2,799 | $1,374 | $1,374 | |
| 100. NV ENERGY INC COMMON | 2012-03-06 | 2013-12-20 | $2,375 | $1,557 | $818 | $818 | |
| 25. PERRIGO COMPANY | 2013-12-03 | 2013-12-23 | $3,805 | $3,890 | -$85 | -$85 | |
| CAPITAL GAIN DIVIDENDS | $6,376 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $83,190 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,832 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,842,241 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $131,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,896,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045361 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,378 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,799,981 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,264 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,592,314 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073395 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $169,669 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,841,942 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059702 | DistributionYr5Rt |
| Total Distribution | 0.2735 | TotalDistributionRt |
| Average Distribution | 0.0547 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,910,650 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $159,213 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,411 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,587 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,952 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,952 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $555 | OverpaymentAmt |
| Applied To ES Tax | $555 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING & TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9106932733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 APPLECROSS RD | AddressLine1 |
| City | PINEHURST | City |
| State | NC | State |
| ZIP Code | 28374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING AND TRUST COMPANY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 APPLECROSS RD | AddressLine1 |
| City | PINEHURST | City |
| State | NC | State |
| ZIP Code | 28374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $38,099 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,900,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,276 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,954,975 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,954,975 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,325 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,910,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $145,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $145,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,397 | TotalTaxAmt |
| Distributable Before Adj | $143,136 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $143,136 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $143,136 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,587 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $140,587 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,587 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,136 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $139,162 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $139,162 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $141,711 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BRANCH BANKING TRUST COMPANY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 APPLECROSS ROAD | AddressLine1 |
| City | PINEHURST | City |
| State | NC | State |
| ZIP Code | 283748520 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9106932733 | RecipientPhoneNum |
| Form And Info And Materials | FORM SHOULD LIST CHARITY NAME, OFFICER, ADDRESS, TAX ID# AND PHONE NUMBER. GIVE PROJECT DESCRIPTION, TITLE OF PROJECT, AND BUDGET REQUEST AMOUNT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO ANSON COUNTY, NC | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| ANSON COUNTY HEALTH DEPART | ||||||||
| PO BOX 473 | WADESBORO | NC | 28170 | NONE | EXEMPT | COMMUNITY | $20,000 | |
| ANSON COUNTY COOPERATIVE EXTENSION | ||||||||
| PO BOX 633 | WADESBORO | NC | 28170 | NONE | EXEMPT | EDUCATIONAL | $2,500 | |
| ANSON COUNTY SCHOOL SYSTEM | ||||||||
| PO BOX 719 | WADESBORO | NC | 28170 | NONE | EXEMPT | EDUCATIONAL | $7,000 | |
| ANSON HIGH SCHOOL | ||||||||
| PO BOX 513 | WADESBORO | NC | 28170 | NONE | EXEMPT | EDUCATIONAL | $18,050 | |
| ANSON COUNTY PARKS & | ||||||||
| ROUTE 2 BOX 406 | WADESBORO | NC | 28170 | NONE | EXEMPT | COMMUNITY | $6,000 | RECREATION - PROGRAM ENHANCEMENT |
| FEED MY LAMBS INC | ||||||||
| PO BOX 91 | WADESBORO | NC | 28170 | NONE | EXEMPT | COMMUNITY | $11,000 | |
| ANSON CRISIS MINISTRY | ||||||||
| 117 N RUTHERFORD ST | WADESBORO | NC | 28170 | NONE | EXEMPT | COMMUNITY | $10,000 | |
| TOWN OF WADESBORO | ||||||||
| PO BOX 697 | WADESBORO | NC | 28170 | NONE | EXEMPT | COMMUNITY | $6,000 | PARK PROJECT |
| ANSON ECONOMIC DEVELOPMENT CORP | ||||||||
| 111 E CASWELL ST | WADESBORO | NC | 281702238 | NONE | EXEMPT | COMMUNITY | $30,000 | C/O JAY VERNON |
| ANSON COUNTY PARTNERSHIP | ||||||||
| 117 SOUTH GREENE ST | WADESBORO | NC | 28170 | NONE | EXEMPT | LITERACY INITIATIVES FOR | $1,000 | FOR CHILDREN |
| HEALTHQUEST | ||||||||
| 415 E FRANKLIN STREET | MONROE | NC | 28112 | NONE | EXEMPT | MEDICAL | $8,000 | |
| ANSON NEW TECHNOLOGY HIGH SCHOOL | ||||||||
| 118 ASHE STREET | WADESBORO | NC | 28170 | NONE | EXEMPT | EDUCATIONAL | $14,837 | |
| BURNSVILLE RECREATION & LEARNING | ||||||||
| 13349 N CAROLINA 742 | POLKTON | NC | 28135 | NONE | EXEMPT | EDUCATIONAL | $500 | CENTER |
| DUKE TIP | ||||||||
| 1121 WEST MAIN STREET | DURHAM | NC | 277012028 | NONE | EXEMPT | EDUCATIONAL | $700 | |
| CENTRAL NC COUNCIL | ||||||||
| PO BOX 250 | ALBEMARLE | NC | 28002 | NONE | EXEMPT | YOUTH DEVELOPMENT | $5,000 | BOY SCOUTS OF AMERICA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,587 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,813 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $83,190 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $159,754 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,754 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING ADJUSTMENT | Description |
| Amount | $6 | Amount |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFF IN MUTUAL FDS REC/REPORTED | Description |
| Amount | $236 | Amount |