Jacob & Amillia Wagner Falls City Public Library Trust 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
| Jacob & Amillia Wagner Falls City Public Library Trust Fund | |
| Employer Identification Number (EIN) | 946471227 |
| Name of Organization | Jacob & Amillia Wagner Falls City Public Library Trust Fund |
| In Care of Name | Wells Fargo Bank Ttee |
| Address | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1980 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 09/2013 |
| Assets | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $102,294 |
| Amount of Income | $56,665 |
| Form 990 Revenue Amount | $9,159 |
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 | $4,583 | $4,566 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $3,402 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,181 | |||
| Total expenses and disbursements | $5,087 | $1,251 | $0 | $3,643 |
| Compensation of officers, directors, trustees, etc. | $1,614 | |||
| Total operating and administrative expenses | $2,811 | $1,251 | $1,367 | |
| Contributions, gifts, grants paid | $2,276 | |||
| Excess of revenue over expenses and disbursements | $-504 | |||
| Net investment income | $3,315 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $100,797 | $114,115 |
| 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 | $97,335 | |
| Other | $3,462 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $100,797 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1,181 |
| 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 | $66 |
| Total credits and payments | $162 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $162 |
| 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 | $96 |
| Amount to be credited to 2013 estimated tax | $96 |
| 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 | $110,743 |
| Net value of noncharitable-use assets | $109,080 |
| Minimum investment return | $5,454 |
| Distributable Amount (for 2012) | |
| Distributable amount | $5,388 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $5,388 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $3,211 |
| 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 | Junior E-Blanche B Rich Foundation | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1975-10 | $186,692 |
| 2 | Investors Circle | 200 N Mangum St Ste 203, Durham, NC 27701-3364 | NC | 1995-04 | $783,687 |
| 3 | Ione Mancini Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1993-12 | $146,953 |
| 4 | Isabel Medina Charitable Foundation 111667 | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | 2003-10 | $1,623,442 |
| 5 | Isabella A Cowell Endowment Fund 2 Tr 318-050852 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1995-02 | $213,572 |
| 6 | Isabella M Cowell Endowment Sutter Hospital Tr 318-050835 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1997-05 | $694,792 |
| 7 | Italian Welfare Agency Tr 315-812389 Mac 0101-052 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1971-03 | $792,153 |
| 8 | Ivie Frances Wickam Scholarship Trust A Charitable Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1976-12 | $279,167 |
| 9 | Seidler Ivy T U W 717533 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1996-02 | $153,030 |
| 10 | J Bern Praught Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1972-04 | $266,424 |
| 11 | Jacob & Amillia Wagner Falls City Public Library Trust Fund | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1980-01 | $56,665 |
| 12 | James & Margaret Howard Trust 21010 65-001 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1998-03 | $776,143 |
| 13 | James E And Margaret M Dolan Trust Scholarship Fund | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2002-08 | $110,970 |
| 14 | James Healey Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1972-03 | $124,326 |
| 15 | James W Byrne Trust | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 1973-02 | $121,449 |
| 16 | Janet Strausberg Anna Karzen & Lewis I Frosgong Fn For Beth Israe | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2000-11 | $45,279 |
| 17 | John & Maria Laffin Tr | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 1989-01 | $2,335,985 |
| 18 | John Garwood Trust No 1 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1971-09 | $186,411 |
| 19 | John Garwood Trust No 2 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1971-08 | $148,215 |
| 20 | John H Vanduzer Tr Uw 9200-Et-51294 -O Albert & Mildred Vanduzer Fund | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1976-07 | $47,259 |
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