George S Ladd Memorial Fund in Winston Salem, North Carolina (NC)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Other organizations in North Carolina
| George S Ladd Memorial Fund | |
| Employer Identification Number (EIN) | 376070933 |
| Name of Organization | George S Ladd Memorial Fund |
| In Care of Name | Wells Fargo Bank Na |
| Address | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 |
| Activities | Employee or member welfare association |
| Subsection | Charitable Organization |
| Ruling Date | 06/1947 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $551,783 |
| Amount of Income | $336,834 |
| Form 990 Revenue Amount | $34,747 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $28,835 | $28,601 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $15,698 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $13,137 | |||
| Total expenses and disbursements | $43,847 | $6,043 | $0 | $37,804 |
| Compensation of officers, directors, trustees, etc. | $7,850 | |||
| Total operating and administrative expenses | $14,892 | $6,043 | $8,849 | |
| Contributions, gifts, grants paid | $28,955 | |||
| Excess of revenue over expenses and disbursements | $-15,012 | |||
| Net investment income | $22,558 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $533,977 | $604,797 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $510,359 | |
| Other | $23,618 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $533,977 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $13,137 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $451 |
| Total credits and payments | $561 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $561 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $110 |
| Amount to be credited to 2013 estimated tax | $110 |
| Statements Regarding Activities (for 2012) | |
| During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | Yes |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $595,664 |
| Net value of noncharitable-use assets | $586,720 |
| Minimum investment return | $29,336 |
| Distributable Amount (for 2012) | |
| Distributable amount | $28,885 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $28,885 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Other organizations in North Carolina | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Garnierepilepsy Foundation Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2002-07 | $240,626 |
| 2 | Gaspar Joseph Lercara | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1985-09 | $92,995 |
| 3 | Genevieve A Vedder Tr 411-816862 120287 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1996-12 | $628,931 |
| 4 | George Grant Radcliff Scholarship Fund | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 1970-11 | $55,759 |
| 5 | George Henry Mayr Foundation | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1951-06 | $2,753,642 |
| 6 | George J Keating Memorial Fund | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1971-12 | $151,150 |
| 7 | George Lievre Tr Tt-03130 | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | $2,064,770 | |
| 8 | George Marx Fbo Childrens Dental Foundation 71453000 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2006-07 | $429,525 |
| 9 | George Owen Knapp Memorial Fund | 1 W 4th St 4th Gl Mac D4000-041, Winston Salem, NC 27101 | NC | 1970-12 | $100,138 |
| 10 | George S & Christine T Bloss Tr Uw | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1972-11 | $5,696,042 |
| 11 | George S Ladd Memorial Fund | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1947-06 | $336,834 |
| 12 | Gerald L Keesecker Tr Uw 030794 318-132914 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1995-07 | $177,690 |
| 13 | German Shepherd Dog Club Of America Inc | 11909 Straight A Way Ln, Raleigh, NC 27613-7105 | NC | 1966-04 | $629,658 |
| 14 | Gertrude Dee Roader Trust Under Will Nursing Scholarship Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1985-05 | $72,049 |
| 15 | Gilmour Congreve Charitable Foundation Irrev Tuw 146924 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2000-03 | $239,534 |
| 16 | Fred J Wellington Memorial Foundation For Child Development I | 200 Beringer Pl, Chapel Hill, NC 27516-8732 | NC | 2000-11 | $2,177 |
| 17 | Friends Of Aids Orphans In Africa Fadoa Corp | 232 Lakenheath Lane, Matthews, NC 28105 | NC | 2008-04 | $0 |
| 18 | George J & Margaret I Vasset Memorial Foundation 4013303316 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1973-04 | $78,946 |
| 19 | George T Baker Foundation Inc | PO BOX 5869, High Point, NC 27262-5869 | NC | 1958-12 | $368,493 |
| 20 | Ga Foundation For Indept College Employee-Contri Veba Tr Agrmt For | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262 | NC | 2007-12 | $0 |
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