AMADOR FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- AMADOR FOUNDATION INC (EIN 56-2248693)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349100418
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T07:22:54-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART & SATTERFIELD PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 14893 | AddressLine1 |
| City | GREENSBORO | City |
| State | NC | State |
| ZIP Code | 27415 | 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 | 562248693 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMADOR FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AMAD | NameControl |
| Phone | 9195452226 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 FOX CHAPEL LANE | AddressLine1 |
| City | PITTSBORO | City |
| State | NC | State |
| ZIP Code | 27312 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELIZABETH HUMMEL BONITZ | Name |
| Title | PRESIDENT | Title |
| Phone | 9195452226 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROSEMARY SATTERFIELD CPA | Name |
| Phone | 3362992854 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 178228 | 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 |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2364 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2364 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7085 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 40863 | GrossSalesPrice |
| Total Revenue And Expenses | 9454 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2369 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 10 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 760 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 760 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 14810 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 760 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 14050 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -5356 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1609 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -1 | CashEOY |
| Savings And Temp Cash Invst BOY | 14210 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13204 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13204 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 103191 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 98842 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 165024 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 117401 | TotalAssetsBOY |
| Total Assets EOY | 112045 | TotalAssetsEOY |
| Total Assets EOYFMV | 178228 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 117401 | RetainedEarningsBOY |
| Retained Earnings EOY | 112045 | RetainedEarningsEOY |
| Total Net Assets BOY | 117401 | TotalNetAssetsBOY |
| Total Net Assets EOY | 112045 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 117401 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 112045 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 117401 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -5356 | ExcessOfRevenueOverExpenses |
| Subtotal | 112045 | Subtotal |
| Total Net Assets Fund Balances EOY | 112045 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 175118 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.065670 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11275 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 153312 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.073543 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 10295 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 148150 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.069490 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 9500 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 160391 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059230 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 11571 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 121792 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.095006 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.362939 | TotalDistributionRatio |
| Average Distribution Ratio | 0.072588 | AverageDistributionRatio |
| Net Noncharitable Assets | 201038 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14593 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 16 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14609 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 14050 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 32 | InvestmentIncomeExciseTax |
| Subtotal | 32 | Subtotal |
| Tax Based On Investment Income | 32 | TaxBasedOnInvestmentIncome |
| Tax Due | 32 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELIZABETH H BONITZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9196056511 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 FOX CHAPEL LANE | AddressLine1 |
| City | PITTSBORO | City |
| State | NC | State |
| ZIP Code | 27312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ELIZABETH H BONITZ | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 FOX CHAPEL LANE | AddressLine1 |
| City | PITTSBORO | City |
| State | NC | State |
| ZIP Code | 27312 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT, T | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | JUVENILE DIABETES RESEARCH FOUNDATION | Description1 |
| Description2 | SILER CITY ELEMENTARY SCHOOL | Description2 |
| Description3 | HISPANIC LIAISON | Description3 |
| Description4 | EL FUTURO | Description4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 189286 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 14814 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 204100 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 204100 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3062 | CashDeemedCharitable |
| Net Noncharitable Assets | 201038 | NetNoncharitableAssets |
| Minimum Investment Return | 10052 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10052 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 32 | TaxBasedOnInvestmentIncome |
| Total Tax | 32 | TotalTax |
| Distributable Amount Before Adj | 10020 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 10020 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 10020 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 14050 | ExpensesAndContributions |
| Qualifying Distributions | 14050 | QualifyingDistributions |
| Adj Qualifying Distributions | 14050 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10020 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 5859 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1735 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2895 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 3639 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2754 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 16882 | TotalExcessDistriCarryover |
| Qualifying Distributions | 14050 | QualifyingDistributions |
| Applied To Current Year | 10020 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4030 | RemainingDistriFromCorpus |
| Total Corpus | 20912 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 5859 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 15053 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1735 | ExcessFromYear4 |
| Excess From Year3 | 2895 | ExcessFromYear3 |
| Excess From Year2 | 3639 | ExcessFromYear2 |
| Excess From Year1 | 2754 | ExcessFromYear1 |
| Excess From Current Year | 4030 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| CHATHAM ARTS - CHATHAM COUNTY ARTS | |||||||||
| CHATHAM ARTS - CHATHAM COUNTY ARTS COUNCIL | PO BOX 418 | PO BOX 418 | PITTSBORO | NC | 27312 | N/A | PUBLIC CHARI | ORGANIZATIONALSUPPORT | $500 |
| DEMOCRACY NORTH CAROLINA | |||||||||
| DEMOCRACY NORTH CAROLINA | 1821 GREEN ST | 1821 GREEN ST | DURHAM | NC | 27705 | N/A | PUBLIC CHARI | ORGANIZATIONALSUPPORT | $1,000 |
| CHATHAM OUTREACH ALLIANCE | |||||||||
| CHATHAM OUTREACH ALLIANCE | 40 CAMP DRIVE | 40 CAMP DRIVE | PITTSBORO | NC | 27312 | N/A | PUBLIC CHARI | ORGANIZATIONALSUPPORT | $500 |
| EL FUTURO | |||||||||
| EL FUTURO | 136 E CHAPEL HILL ST | 136 E CHAPEL HILL ST | DURHAM | NC | 27701 | N/A | PUBLIC CHARI | ORGANIZATIONALSUPPORT | $1,000 |
| GREENSBORO BALLET | |||||||||
| GREENSBORO BALLET | 200 N DAVIE ST BOX 12 | 200 N DAVIE ST BOX 12 | GREENSBORO | NC | 27401 | N/A | PUBLIC CHARI | ORGANIZATIONALSUPPORT | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATI | |||||||||
| JUVENILE DIABETES RESEARCH FOUNDATION | 312 N EUGENE ST SUITE D | 312 N EUGENE ST SUITE D | GREENSBORO | NC | 27401 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $2,300 |
| SILER CITY ELEMENTARY SCHOOL | |||||||||
| SILER CITY ELEMENTARY SCHOOL | 671 ELLINGTON ROAD | 671 ELLINGTON ROAD | SILER CITY | NC | 27344 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $2,000 |
| HISPANIC LIAISON | |||||||||
| HISPANIC LIAISON | 105 E SECOND ST | 105 E SECOND ST | SILER CITY | NC | 27344 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $1,000 |
| UNC SCHOOL OF THE ARTS FOUNDATION | |||||||||
| UNC SCHOOL OF THE ARTS FOUNDATION INC | 1533 S MAIN ST | 1533 S MAIN ST | WINSTONSALEM | NC | 27199 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | |||||||||
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | PO BOX 1842 | PO BOX 1842 | KNOXVILLE | TN | 37901 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| IMPNATIONAL RADIO PROJECT | |||||||||
| IMP/NATIONAL RADIO PROJECT | 1714 FRANKLIN ST 100-251 | 1714 FRANKLIN ST 100-251 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| CHATHAM COUNTY PARTNERSHIP FOR CHIL | |||||||||
| CHATHAM COUNTY PARTNERSHIP FOR CHILDREN | 200 SANFORD HWY STE 4 | 200 SANFORD HWY STE 4 | PITTSBORO | NC | 27312 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| ATTACHMENT PARENTING INTERNATIONAL | |||||||||
| ATTACHMENT PARENTING INTERNATIONAL | PO BOX 4615 | PO BOX 4615 | ALPHARETTA | GA | 30023 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| THE AMERICAN CHESTNUT FOUNDATION | |||||||||
| THE AMERICAN CHESTNUT FOUNDATION | 160 ZILLICOA ST SUITE D | 160 ZILLICOA ST SUITE D | ASHEVILLE | NC | 28801 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| THE CENTER FOR EDUCATION IMAGINATI | |||||||||
| THE CENTER FOR EDUCATION IMAGINATION AND THE NATU | PO BOX 41108 | PO BOX 41108 | GREENSBORO | NC | 27404 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $250 |
| THE DEVELOPMENT FOUNDATION OF NCCAT | |||||||||
| THE DEVELOPMENT FOUNDATION OF NCCAT | 276 NCCAT DR | 276 NCCAT DR | CULLOWHEE | NC | 28723 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| HIGHLANDER CENTER | |||||||||
| HIGHLANDER CENTER | 1959 HIGHLANDER WAY | 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| SOUTHERNERS ON NEW GROUND | |||||||||
| SOUTHERNERS ON NEW GROUND | 250 GEORGIA AVE STE 315 | 250 GEORGIA AVE STE 315 | ATLANTA | GA | 30312 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| RESOURCE GENERATION | |||||||||
| RESOURCE GENERATION | 220 E 23RD ST STE 509 | 220 E 23RD ST STE 509 | NEW YORK | NY | 10010 | N/A | PUBLIC CHARI | ORGANIZATIONAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14050 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 5 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 2364 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 7085 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 9454 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 9454 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | CONTRIBUTIONS ARE FUNDED BY INVESTMENT INCOME OF THE FDTN |
| 4 | CONTRIBUTIONS ARE FUNDED BY INVESTMENT INCOME OF THE FDTN |
| 8 | CONTRIBUTIONS ARE FUNDED BY SALES OF SECURITIES HELD BY FD |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $600 | Amount |
| Net Investment Income | 600 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ELIZABETH H BONITZ | PersonName |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| AON CORP | 2004-10 | PURCHASE | 2012-04 | 29429 | 11520 | 17909 |
| HEWLETT PACKARD CO | 2011-09 | PURCHASE | 2012-11 | 11434 | 22258 | -10824 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AON CORP | ||
| AON CORP | 29429 | 33366 |
| MICROSOFT CORP | 14381 | 13355 |
| APPLE INC | 40118 | 106435 |
| CITIGROUP INC | 14914 | 11868 |
| HEWLETT PACKARD CO |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| EMA ANNUAL FEE | 150 | 150 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | Category |
| Amount | $10 | Amount |
| Net Investment Income | 10 | NetInvestmentIncome |