Bruce N Griffing Tr Uw Por 3 9513011037 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
| Bruce N Griffing Tr Uw Por 3 9513011037 | |
| Employer Identification Number (EIN) | 066020281 |
| Name of Organization | Bruce N Griffing Tr Uw Por 3 9513011037 |
| In Care of Name | Wachovia Bank Charitable Tax |
| Address | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Foundation | All organizations except 501(c)(3) |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2013 |
| Assets | $500,000 to $999,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $617,023 |
| Amount of Income | $38,777 |
| Form 990 Revenue Amount | $-9,401 |
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 | $57,957 | $57,833 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2 | |||
| Dividends and interest from securities | $19,842 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $38,113 | |||
| Total expenses and disbursements | $38,103 | $7,612 | $0 | $30,205 |
| Compensation of officers, directors, trustees, etc. | $9,826 | |||
| Total operating and administrative expenses | $11,104 | $7,612 | $3,206 | |
| Contributions, gifts, grants paid | $26,999 | |||
| Excess of revenue over expenses and disbursements | $19,854 | |||
| Net investment income | $50,221 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $619,159 | $685,391 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $349,408 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $235,732 | |
| Other | $34,019 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $619,159 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $38,113 |
| 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 | $1,004 |
| Total credits and payments | $240 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $240 |
| 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 | $764 |
| 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? | 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? | Yes |
| 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 | $673,995 |
| Net value of noncharitable-use assets | $663,880 |
| Minimum investment return | $33,194 |
| Distributable Amount (for 2012) | |
| Distributable amount | $32,190 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $32,190 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $30,456 |
| 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 | Brothers Helping Brothers | 15825 Umbrella Ln Apt 201, Charlotte, NC 28278 | NC | 2015-02 | $46,788 |
| 2 | Brothers In Christ Outreach Ministries, B I C O M | PO BOX 1264, Shelby, NC 28151-1264 | NC | 1999-03 | $75,446 |
| 3 | Brothers Keeper Of The Albemarle Inc | PO BOX 434, Moyock, NC 27958-0434 | NC | 2002-03 | $28,319 |
| 4 | Brothers Organized To Save Others | 918 Stephens St, Greensboro, NC 27406-2520 | NC | 1996-02 | $137,662 |
| 5 | Care Foundation Of Wnc Inc | 121 Laurel Hills Dr, Morganton, NC 28655-2607 | NC | 1992-12 | $3,200 |
| 6 | Broughton W & Marion R Connell Education Foundation | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 1990-11 | $124,498 |
| 7 | Brower Memorial Fund Tr 010590 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $967,585 | |
| 8 | Broyhill Family Foundation Inc | PO BOX 500, Lenoir, NC 28645-0500 | NC | 1949-08 | $26,239,186 |
| 9 | Broyhill Memorial Park Inc | PO BOX 500, Lenoir, NC 28645-0500 | NC | 1985-06 | $50,016 |
| 10 | Bruce Barclay Cameron Foundation Inc | PO BOX 3649, Wilmington, NC 28406-0649 | NC | 2003-09 | $7,168,039 |
| 11 | Bruce N Griffing Tr Uw Por 3 9513011037 | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | $38,777 | |
| 12 | Brunswick Academy Of Total Learning Inc | PO BOX 2991, Shallotte, NC 28459-2991 | NC | 1999-07 | $60,396 |
| 13 | Brunswick Adult Medical Clinic Inc | PO BOX 117, Supply, NC 28462-0117 | NC | 2002-07 | $12,852 |
| 14 | Brunswick Animal League | 3108 Oak Drive Sw, Shallotte, NC 28470 | NC | 1994-08 | $0 |
| 15 | Brunswick Community College Foundation Inc | PO BOX 30, Supply, NC 28462-0030 | NC | 1983-03 | $687,265 |
| 16 | Brunswick County Arts Council Inc | PO BOX 6275, Oceanside Beach, NC 28469-0275 | NC | 1982-09 | $47,452 |
| 17 | Brunswick County Cancer Survivors And Support Group | PO BOX 494, Supply, NC 28462-0494 | NC | 2005-03 | $7,503 |
| 18 | Brunswick County Chamber Of Commerce | PO BOX 1185, Shallotte, NC 28459-1185 | NC | 1979-09 | $329,322 |
| 19 | Brunswick County Economic Development Corporation | PO BOX 158, Bolivia, NC 28422-0158 | NC | 1984-10 | $80 |
| 20 | Brunswick County Farm Bureau Inc | PO BOX 775, Shallotte, NC 28459-0775 | NC | 1965-09 | $495,471 |
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