Alex Shuford Foundation in Hickory, 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
| Alex Shuford Foundation | |
| Employer Identification Number (EIN) | 566039449 |
| Name of Organization | Alex Shuford Foundation |
| In Care of Name | Richard L Reese |
| Address | PO BOX 2228, Hickory, NC 28603-2228 |
| Activities | Gifts, grants, or loans to other organizations, Other school related activities |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 06/1956 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $10,000 to $24,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $13,002 |
| Amount of Income | $2,029 |
| Form 990 Revenue Amount | $2,697 |
Non-representatives - add comments:
Revenue 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 | $2,029 | $2,029 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $50 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,979 | |||
| Total expenses and disbursements | $440 | $0 | $0 | $0 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $440 | $0 | $0 | |
| Contributions, gifts, grants paid | $0 | |||
| Excess of revenue over expenses and disbursements | $1,589 | |||
| Net investment income | $2,029 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $13,002 | $11,453 |
| Cash - non-interest-bearing | $7,655 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,347 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $13,002 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| 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 | $41 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $41 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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? | No |
| 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 | $10,439 |
| Net value of noncharitable-use assets | $10,280 |
| Minimum investment return | $514 |
| Distributable Amount (for 2012) | |
| Distributable amount | $473 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $473 |
| 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 | Alcohol-Drug Council Of North Carolina | 600 E Main Street, Durham, NC 27701-3711 | NC | 1960-10 | $1,015,183 |
| 2 | Alcoholic Home Inc | 5884 Riverdale Dr, Jamestown, NC 27282-9239 | NC | 1961-07 | $308,790 |
| 3 | Alconon Club Of Shelby Inc, Serenity Club | 109 Bethlehem Road, Kings Mountain, NC 28086 | NC | 1993-04 | $21,245 |
| 4 | Aldersgate Child Development Inc | 3800 Shamrock Drive, Charlotte, NC 28215 | NC | 1993-09 | $145,750 |
| 5 | Aldersgate Ii Inc | 2608 Merritt Dr, Greensboro, NC 27407-5612 | NC | 1984-06 | $327,412 |
| 6 | Aldersgate United Methodist Retirement Community Fdn Inc | 3420 Shamrock Dr, Charlotte, NC 28215-3212 | NC | 1996-09 | $885,690 |
| 7 | Aldert Root Elementary Educational Foundation | C/O John R Cella Jr Manning Fulton Post Office Box 20389, Raleigh, NC 27619-0389 | NC | 2005-06 | $62,346 |
| 8 | Alex & Agnes O Mcintosh Foundation | 1525 W W T Harris Blvd, Charlotte, NC 28262-8522 | NC | 1981-05 | $447,928 |
| 9 | Alex Hartner Memorial Horse Show | 657 Sawgrass Road, Hampstead, NC 28443 | NC | 2009-04 | $477 |
| 10 | Alex Hemby Foundation | 2320 Kingsmill Ter, Charlotte, NC 28270-9731 | NC | 1952-03 | $269,861 |
| 11 | Alex Shuford Foundation | PO BOX 2228, Hickory, NC 28603-2228 | NC | 1956-06 | $2,029 |
| 12 | Alexander Clarkson Tr Uw 2513027526 Fbo School & Church | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | $197,243 | |
| 13 | Alexander County Economicdevelopment Corporation | 621 Liledoun Road, Taylorsville, NC 28681-2499 | NC | 2006-12 | $154,294 |
| 14 | Alexander County Farm Bureau Inc | 655 Nc Highway 16 S, Taylorsville, NC 28681-9985 | NC | 1967-05 | $79,711 |
| 15 | Alexander County Partnership For Children | PO BOX 1661, Taylorsville, NC 28681-1661 | NC | 1998-06 | $828,015 |
| 16 | Alexander J Allen Education Tr | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2005-03 | $212,474 |
| 17 | Alexander M Colg Tr 1513844653 | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2002-10 | $37,005 |
| 18 | Alexander Mcaliste Worth Jr Foundation | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1997-08 | $54,867 |
| 19 | Alexander Morrison Lectureship Fdn Supplementary Trust 627-718007 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $14,631 | |
| 20 | Alexander Morrison Lectureship Foundation 627-717984 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $32,578 | |
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