AMADOR FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- AMADOR FOUNDATION INC (EIN 56-2248693)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201221369349100807
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T09:02:10-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 560955299 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEWART & SATTERFIELD P A | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | POST OFFICE 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 | 2011-01-01 | 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 H BONITZ | Name |
| Title | PRESIDENT | Title |
| Phone | 9195452226 | Phone |
| Date Signed | 2012-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | R L SATTERFIELD CPA | Name |
| PTIN | P00120017 | PTIN |
| Phone | 3362992854 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 169923 | 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 | 12 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1285 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1285 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -2948 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 23463 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -1651 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1297 | 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 | 600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 30 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 30 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 150 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 150 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 780 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 780 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 11500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 12280 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 780 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -13931 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 517 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 23988 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 14210 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 14210 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 107344 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 103191 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 155713 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 131332 | TotalAssetsBOY |
| Total Assets EOY | 117401 | TotalAssetsEOY |
| Total Assets EOYFMV | 169923 | 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 | 131332 | RetainedEarningsBOY |
| Retained Earnings EOY | 117401 | RetainedEarningsEOY |
| Total Net Assets BOY | 131332 | TotalNetAssetsBOY |
| Total Net Assets EOY | 117401 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 131332 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 117401 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 131332 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -13931 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 117401 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 117401 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | MARSH & MCLENNAN COS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2004-12-03 | DateAcquired |
| Date Sold | 2011-09-22 | DateSold |
| Gross Sales Price | 23463 | GrossSalesPrice |
| Cost Or Other Basis | 26411 | CostOrOtherBasis |
| Gain Or Loss | -2948 | GainOrLoss |
| Gains Minus Excess Or Losses | -2948 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2948 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11275 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 153312 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.073543 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 10295 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 148150 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.069490 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 9500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 160391 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059230 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11571 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 121792 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095006 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 9751 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 119311 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.081728 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.378997 | TotalDistributionRatio |
| Average Distribution Ratio | 0.075799 | AverageDistributionRatio |
| Net Noncharitable Assets | 175118 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 13274 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 13279 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 10 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 10 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 10 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 10 | TaxDue |
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 | 1 | 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 | ELIZABETH H HUMMEL | BooksInCareOfPersonName |
| 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 | 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
| 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, TREASURER, DIR | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | 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 |
| 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 | 153231 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 24554 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 177785 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 177785 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2667 | CashDeemedCharitable |
| Net Noncharitable Assets | 175118 | NetNoncharitableAssets |
| Minimum Investment Return | 8756 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 8756 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 10 | TaxBasedOnInvestmentIncome |
| Total Tax | 10 | TotalTax |
| Distributable Amount Before Adj | 8746 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 8746 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 8746 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 11500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 11500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8746 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 3853 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5859 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1735 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2895 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3639 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 17981 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8746 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2754 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 20735 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 3853 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 16882 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5859 | ExcessFromYear4 |
| Excess From Year3 | 1735 | ExcessFromYear3 |
| Excess From Year2 | 2895 | ExcessFromYear2 |
| Excess From Year1 | 3639 | ExcessFromYear1 |
| Excess From Current Year | 2754 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ELIZABETH H BONITZ | ContributingManager |
| Shareholder Manager | ELIZABETH H BONITZ | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CHATHAM ARTS - CHATHAM COUNTY ARTS COUNCIL | |||||||
| 115 HILLSBOROUGH ST | PITTSBORO | NC | 27312 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| DEMOCRACY NORTH CAROLINA | |||||||
| 1821 GREEN ST | DURHAM | NC | 27705 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| CHATHAM OUT REACH ALLIANCE | |||||||
| 40 CAMP DRIVE | PITTSBORO | NC | 27312 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| EL FUTURO | |||||||
| 136 E CHAPEL HILL ST | DURHAM | NC | 27701 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $1,000 |
| GREENSBORO BALLET | |||||||
| 200 N DAVIE ST BOX 12 | GREENSBORO | NC | 27401 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| HIGHLANDER | |||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| HISPANIC LIAISON | |||||||
| 105 E SECOND ST | SILER CITY | NC | 27344 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $1,000 |
| IMPNATIONAL RADIO PROJECT | |||||||
| 1714 FRANKLIN ST 100-251 | OAKLAND | CA | 94612 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 312 N EUGENE STREET STE D | GREENSBORO | NC | 27401 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $1,000 |
| THE DEVELOPMENT FOUNDATION OF NCCAT INC | |||||||
| 276 NCCAT DRIVE | CULLOWHEE | NC | 28723 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| RESOURCE GENERATIONTSNE | |||||||
| 220 E 23RD ST STE 509 | NEW YORK | NY | 10010 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| SILER CITY ELEMENTARY SCHOOL | |||||||
| 671 ELLINGTON ROAD | SILER CITY | NC | 27344 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $2,000 |
| SOUTHERNERS ON NEW GROUND | |||||||
| 250 GEORGIA AVE SUITE 201 | ATLANTA | GA | 30312 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| SOUTHERN ALLIANCE FOR CLEAN ENERGY (SACE) | |||||||
| P O BOX 1842 | KNOXVILLE | TN | 37901 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| UNC SCHOOL OF THE ARTS FOUNDATION INC | |||||||
| 1533 S MAIN STREET | WINSTON SALEM | NC | 27199 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| CHATHAM COUNTY PARTNERSHIP FOR CHILDREN | |||||||
| 200 SANFORD HWY SUITE 4 | PITTSBORO | NC | 27312 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| ATTACHMENT PARENTING INTERNATIONAL | |||||||
| P O BOX 4615 | ALPHARETTA | GA | 30023 | N/A | PUBLIC CHARITY | ORGANIZATIONAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 12 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1285 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -2948 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | -1651 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -1651 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3 | LineNumber |
| Relationship Statement | CONTRIBUTIONS ARE FUNDED BY INVESTMENT INCOME OF THE FOUNDATION AND BY SALES OF SECURITIES HELD BY THE FOUNDATION. | RelationshipStatement |
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 | $600 | Amount |
| Net Investment Income | 600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (6 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AON CORP | 11520 | 28080 |
| MARSH & MCLENNAN COS INC | 0 | 0 |
| MICROSOFT CORP | 14381 | 12980 |
| APPLE INC | 40118 | 81000 |
| CITIGROUP INC | 14914 | 7893 |
| HEWLETT PACKARD CO | 22258 | 25760 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMA ANNUAL FEE | Description |
| Revenue And Expenses Per Books | 150 | RevenueAndExpensesPerBooks |
| Net Investment Income | 150 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| 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 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | Category |
| Amount | $30 | Amount |
| Net Investment Income | 30 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |