THE JACK LEVIN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE JACK LEVIN FOUNDATION INC (EIN 56-1116935)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-29
- IRS object ID
- 201302109349100400
- Schema version
- 2012v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-29T08:03:51-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561582677 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAYNES STRAND AND COMPANY PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 10949 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27404 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561116935 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JACK LEVIN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 3362990900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 POSTBRIDGE COURT | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 274077890 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACK LEVIN | Name |
| Title | PRESIDENT | Title |
| Phone | 3362990900 | Phone |
| Date Signed | 2013-07-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHNNY C WOOD CPA | Name |
| PTIN | P00370070 | PTIN |
| Phone | 3362863204 | Phone |
| Date Prepared | 2013-07-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1041668 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 18412 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 18412 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 17519 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 250546 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 17519 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 35931 | TotalRevenueAndExpenses |
| Total Net Investment Income | 35931 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3686 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3686 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4942 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4942 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1018 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 430 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 9646 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5372 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3686 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 21999 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 21999 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 31645 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5372 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25685 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4286 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30559 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1212 | CashBOY |
| Cash EOY | 7827 | CashEOY |
| Cash EOYFMV | 7827 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 9579 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10160 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10160 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 1837 | AccountsReceivable |
| Accounts Receivable BOY | 1367 | AccountsReceivableBOY |
| Accounts Receivable EOY | 1837 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 1837 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 1333 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 745 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 745 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 914591 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 911799 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1021099 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 928082 | TotalAssetsBOY |
| Total Assets EOY | 932368 | TotalAssetsEOY |
| Total Assets EOYFMV | 1041668 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 928082 | RetainedEarningsBOY |
| Retained Earnings EOY | 932368 | RetainedEarningsEOY |
| Total Net Assets BOY | 928082 | TotalNetAssetsBOY |
| Total Net Assets EOY | 932368 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 928082 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 932368 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 928082 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4286 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 932368 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 932368 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 234538 | 233027 | 1511 | 1511 |
| CAPITAL GAINS DIVIDENDS | P | 16008 | 16008 | 16008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 17519 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 10060 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 978637 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.010280 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30612 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 894374 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.034227 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9702 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 741210 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.013089 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 12464 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 891313 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.013984 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 42774 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1043972 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.040972 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.112552 | TotalDistributionRatio |
| Average Distribution Ratio | 0.022510 | AverageDistributionRatio |
| Net Noncharitable Assets | 991671 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 22323 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 306 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 22629 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25685 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 306 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 306 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 306 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 745 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 500 | TaxPaidWithExtension |
| Total Credits And Payments | 1245 | TotalCreditsAndPayments |
| Overpayment | 939 | Overpayment |
| Amount Credited To Next Year | 939 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NC | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JACK LEVIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3362990900 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 POSTBRIDGE COURT | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 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 |
|---|---|---|---|---|---|---|---|---|
| JACK LEVIN | ||||||||
| 10 POSTBRIDGE COURT | GREENSBORO | NC | 274077890 | PRESIDENT / DIR | 1.00 | 0 | 0 | 0 |
| JANIS L FIELDS | ||||||||
| 1006 BRIDGEWATER DRIVE | GREENSBORO | NC | 27410 | VICE PRES / DIR | 1.00 | 0 | 0 | 0 |
| KAREN L ANSEL | ||||||||
| 1823 BEARHOLLOW ROAD | GREENSBORO | NC | 27410 | SECRETARY / DIR | 1.00 | 0 | 0 | 0 |
| LINDA L HYSON | ||||||||
| 2705 ROSCREA COURT | TALLAHASSEE | FL | 32309 | TREASURER | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 989656 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 15918 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 1199 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1006773 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1006773 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15102 | CashDeemedCharitable |
| Net Noncharitable Assets | 991671 | NetNoncharitableAssets |
| Minimum Investment Return | 49584 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 49584 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 306 | TaxBasedOnInvestmentIncome |
| Total Tax | 306 | TotalTax |
| Distributable Amount Before Adj | 49278 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 49278 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 49278 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25685 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25685 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 306 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25379 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 49278 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 12907 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25685 | QualifyingDistributions |
| Applied To Year1 | 12907 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 12778 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 36500 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK LEVIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (55 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALLIANCE DEFENSE FUND | ||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| AMERICAN FRIENDS OF ALYN HOSPITAL | ||||||
| 51 EAST 42ND STREET STE 308 | NEW YORK | NY | 10017 | PUBLIC CHARITY | UNRESTRICTED | $200 |
| ALZHEIMER'S ASSOCIATION | ||||||
| PO BOX 42453 | CHARLOTTE | NC | 28215 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| AMYOTROPHIC LATERAL SCLEROSIS (ALS) ASSOCIATION | ||||||
| PO BOX 8178 | PUEBLO | CO | 81008 | PUBLIC CHARITY | UNRESTRICTED | $35 |
| AMERICAN CANCER SOCIETY | ||||||
| PO BOX 41912 | RALEIGH | NC | 27629 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| AMERICAN DIABETES ASSOCIATION | ||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| AMERICAN FRIENDS OF MAGEN DAVID | ||||||
| PO BOX 3098 | NEW YORK | NY | 10117 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| AMERICAN HEART ASSOCIATION INC | ||||||
| PO BOX 78851 | PHOENIX | AZ | 85062 | PUBLIC CHARITY | UNRESTRICTED | $50 |
| AMERICAN KIDNEY FUND INC | ||||||
| PO BOX 1837 | MERRIFIELD | VA | 22116 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| AMERICAN LUNG ASSOCIATION | ||||||
| 1301 PENNSYLVANIA AVENUE NW STE 800 | WASHINGTON | DC | 20004 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | ||||||
| 135 PARKINSON AVENUE | STATON ISLAND | NY | 10305 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| AMERICAN RED CROSS | ||||||
| PO BOX 14710 | GREENSBORO | NC | 27415 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| ANTI-DEFAMATION LEAGUE | ||||||
| PO BOX 96226 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| ARTHRITIS FOUNDATION | ||||||
| PO BOX 96280 | WASHINGTON | DC | 20077 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| BETH DAVID SYNAGOGUE | ||||||
| 804 WINVIEW DRIVE | GREENSBORO | NC | 27410 | PUBLIC CHARITY | UNRESTRICTED | $2,681 |
| B'NAI BRITH INTERNATIONAL | ||||||
| PO BOX 96729 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $103 |
| B'NAI BRITH YOUTH ORGANIZATION (BBYO INC) | ||||||
| PO BOX 19006 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | UNRESTRICTED | $200 |
| B'NAI SHALOM DAY SCHOOL | ||||||
| 804 WINVIEW DRIVE | GREENSBORO | NC | 27410 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| CONSUMER REPORTS FOUNDATION | ||||||
| PO BOX 96552 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $30 |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| PO BOX 96305 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| DAVIS STREET UNITED METHODIST CHURCH | ||||||
| 606 E DAVIS STREET | BURLINGTON | NC | 27215 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| EASTER SEAL SOCIETY | ||||||
| PO BOX 28239 | RALEIGH | NC | 27611 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| EPILEPSY FOUNDATION | ||||||
| PO BOX 96546 | WASHINGTON | DC | 20077 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| FRIENDS OF THE IDF | ||||||
| 350 5TH AVENUE STE 2011 | NEW YORK | NY | 10117 | PUBLIC CHARITY | UNRESTRICTED | $250 |
| FRIENDS OF THE SMITHSONIAN | ||||||
| PO BOX 9016 | PITTSFIELD | MA | 01202 | PUBLIC CHARITY | UNRESTRICTED | $75 |
| GEORGIA TECH FOUNDATION | ||||||
| 190 NORTH AVENUE NW | ATLANTA | GA | 303139806 | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| GETTYSBURG FOUNDATION | ||||||
| PO BOX 3997 | GETTYSBURG | PA | 17325 | PUBLIC CHARITY | UNRESTRICTED | $50 |
| GRAY'S HARBOR HISTORICAL SEAPORT AUTHORITY | ||||||
| 712 HAGARA STREET | ABERDEEN | WA | 98520 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| GREENSBORO JEWISH FEDERATION | ||||||
| 5509-C WEST FRIENDLY AVENUE | GREENSBORO | NC | 274104211 | PUBLIC CHARITY | UNRESTRICTED | $10,100 |
| LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||
| PO BOX 9031 | PITTSFIELD | MA | 01202 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| LUPUS FOUNDATION OF AMERICA | ||||||
| PO BOX 630147 | BALTIMORE | MD | 21263 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| MACCABI USA SPORTS FOR ISRAEL | ||||||
| PO BOX 96462 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| MACULAR DEGENERATION RESEARCH | ||||||
| PO BOX 1952 | CLARKSBURG | MD | 20871 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| MARCH OF DIMES | ||||||
| PO BOX 2547 | DECATUR | IL | 62525 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| MAZON | ||||||
| 10495 SANTA MONICA BLVD STE 100 | LOS ANGELES | CA | 90025 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| METROPOLITAN MUSEUM OF MODERN ART | ||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10130 | PUBLIC CHARITY | UNRESTRICTED | $70 |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| PO BOX 79069 | PHOENIX | AZ | 85062 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| NC SHERIFF'S ASSOCIATION | ||||||
| PO BOX 20049 | RALEIGH | NC | 27690 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| NC ZOO SOCIETY | ||||||
| 4403 ZOO PARKWAY | ASHEBORO | NC | 27205 | PUBLIC CHARITY | UNRESTRICTED | $55 |
| NATIONAL ASTHMA CENTER | ||||||
| PO BOX 5898 | DENVER | CO | 80217 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| PO BOX 958 | GREENSBORO | NC | 27402 | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| NATIONAL OSTEOPOROSIS FOUNDATION | ||||||
| 1150 17TH STREET NW SUITE 850 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| NATIONAL PARK FOUNDATION | ||||||
| PO BOX 17394 | BALTIMORE | MD | 21298 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| RAMAH DAROM | ||||||
| 6400 POWERS FERRY ROAD STE 215 | ATLANTA | GA | 30339 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| SALVATION ARMY | ||||||
| PO BOX 5363 | GREENSBORO | NC | 27435 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| SENIOR SERVICES INC | ||||||
| 2895 SHOREFAIR DRIVE | WINSTONSALEM | NC | 27199 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||
| PO BOX 1510 | RANSON | VA | 25438 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 SOUTH ROXBURY DRIVE STE 100 | LOS ANGELES | CA | 90035 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| UNITED SERVICES ORGANIZATION | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| WAKE FOREST FUND | ||||||
| 1834 WAKE FOREST ROAD | WINSTONSALEM | NC | 27106 | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER | ||||||
| MEDICAL CENTER DRIVE | WINSTONSALEM | NC | 27157 | PUBLIC CHARITY | UNRESTRICTED | $2,500 |
| WEST MARKET UNITED METHODIST CHURCH | ||||||
| 332 WEST MARKET STREET | GREENSBORO | NC | 27401 | PUBLIC CHARITY | UNRESTRICTED | $100 |
| WILSON DISEASE ASSOCIATION | ||||||
| 5572 NORTH DIVERSEY BLVD | MILWAUKEE | WI | 53217 | PUBLIC CHARITY | UNRESTRICTED | $1,000 |
| WORLD JEWISH CONGRESS FOUNDATION | ||||||
| PO BOX 90400 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | UNRESTRICTED | $25 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 21999 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,412 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $17,519 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $35,931 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 35931 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,686 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3686 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (20 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ASTON FUNDS MONTAG & CALDWELL GROWTH | 86643 | 80650 |
| BUFFALO SMALL CAP FD | 42651 | 41964 |
| DREYFUS APPRECIATION FD INC | 37762 | 39885 |
| FRANKLIN VALUE INVS TR SMALL CAP VALUE FD | 32246 | 42112 |
| GABELLI EQUITY SMALL CAP GROWTH FD | 27587 | 32550 |
| HARBOR CAPITAL APPRECIATION FD INSTL CL | 60848 | 76498 |
| ING EQUITY SMALL CAP OPPORTUNITIES FD CL I | 27201 | 31117 |
| JANUS INVT FD FLEXIBLE BD FD CL I | 78451 | 78992 |
| LAZARD EMERGING MKTS PORT INSTL | 77361 | 76244 |
| MFS SER TR VALUE FD CL I | 63495 | 76531 |
| OAKMARK INTL FD HARRIS ASSOC INVT TR CL I | 36351 | 53194 |
| OPPENHEIMER DEV MKTS CL Y | 38892 | 42431 |
| OPPENHEIMER INTL GROWTH FD CL Y | 25348 | 30949 |
| PIMCO PAC INVT MGMT TOTAL RETURN FD | 38740 | 41209 |
| PIMCO PAC INVT COMMODITY REAL RETURN STRAT FD | 46166 | 38442 |
| RS INVT TR VALUE FD | 44007 | 51636 |
| T ROWE PRICE MID CAP GROWTH FD | 47621 | 52045 |
| T ROWE PRICE REAL EST FD | 12300 | 20141 |
| THORNBURG INTL VALUE FD CL I | 28550 | 30981 |
| TCW RELATIVE VALUE LRG CAP FD CL I | 59579 | 83528 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $4,942 | Amount |
| Net Investment Income | 4942 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL FORM 990-PF, 2011 | $588 | 0 | 0 |
| FOREIGN TAX WITHHELD | $430 | 430 | 0 |