Carsten E Jantzen Charitable 501 C3 Trust, Cobbler Brenda Ttee in Charlotte, North Carolina (NC)

Carsten E Jantzen Charitable 501 C3 Trust, Cobbler Brenda Ttee
Employer Identification Number (EIN)	576163833
Name of Organization	Carsten E Jantzen Charitable 501 C3 Trust
Secondary Name	Cobbler Brenda Ttee
In Care of Name	Wachovia Bank Na
Address	1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	09/1995
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Trust
Exempt Organization Status	Unconditional Exemption
Tax Period	07/2014
Assets	$1,000,000 to $4,999,999
Income	$1,000,000 to $4,999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$1,980,025
Amount of Income	$1,395,126
Form 990 Revenue Amount	$112,160
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Public Foundations

Non-representatives - add comments:

Amount of income in 2014: $1,395,126 (it was $363,043 in 2013)

This organization:	$1,395,126
Other organizations performing similar types of work:	$124,396

Assets in 2014: $1,980,025 (it was $1,788,189 in 2013)

Carsten E Jantzen Charitable 501 C3 Trust, Cobbler Brenda Ttee:	$1,980,025
Other organizations performing similar types of work:	$313,863

Expenses in 2014: $125,689

Carsten E Jantzen Charitable 501 C3 Trust, Cobbler Brenda Ttee:	$125,689
Other organizations performing similar types of work:	$64,100

Income to expenses ratio in 2014: 11.1

Carsten E Jantzen Charitable 501 C3 Trust, Cobbler Brenda Ttee:	11.1
Other organizations performing similar types of work:	1.5

Grants share in income in 2014: 0.0%

This organization:	0.0%
Other organizations performing similar types of work:	0.6%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2014)
Total revenue	$318,328	$316,220	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$5
Dividends and interest from securities	$43,610
Gross rents	$0
Gross sales price for all assets	$1,351,511
Gross profit from sales of goods	$0
Other income	$0
Other	$274,713
Total expenses and disbursements	$125,689	$31,126	$0	$94,354
Compensation of officers, directors, trustees, etc.	$33,544
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$1,000
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$35,689	$31,126		$4,354
Contributions, gifts, grants paid	$90,000
Excess of revenue over expenses and disbursements	$192,639
Net investment income		$285,094
Adjusted net income			$0

	2012		2013		2014
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$1,846,832	$2,065,763	$1,788,189	$2,288,917	$1,980,025	$2,442,333
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$1,309,180		$1,264,909		$1,259,320
Investments-corporate bonds	$0		$491,831		$643,289
Investments-mortgage loans	$0		$0		$0
Investments-other	$481,776		$0		$0
Other assets			$0		$0
Total liabilities	$1		$1		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$1,846,832		$1,788,189		$1,980,025

	2012	2013	2014
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$62,841	$16,404	$274,713
Net capital loss	$0	$0	$0

	2012	2013	2014
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$859	$673	$5,702
Total credits and payments	$1,047	$860	$824
Current year estimated tax payments and previous year's overpayment credited to current year	$1,047	$860	$824
Exempt foreign organizations-tax withheld at source	$0	$0	$0
Tax paid with application for extension of time to file (Form 8868)	$0	$0	$0
Backup withholding erroneously withheld	$0	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$0	$4,878
Overpayment		$187	$0
Amount to be credited to next year's estimated tax	$188	$187	$0

	2012	2013	2014
Statements Regarding Activities
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	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2012	2013	2014
Statements Regarding Activities for Which Form 4720 May Be Required
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	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	Yes	Yes	Yes
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes	Yes	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	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	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	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	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	No	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	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2012	2013	2014
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$1,996,353	$2,152,694	$2,350,280
Net value of noncharitable-use assets		$2,120,404	$2,315,026
Minimum investment return	$98,320	$106,020	$115,751

	2012	2013	2014
Distributable Amount
Distributable amount	$97,461	$105,347	$110,049

	2012	2013	2014
Undistributed Income
Distributable amount for this year	$97,461	$105,347	$110,049
Undistributed income for this year. This amount must be distributed in the next year	$7,535	$21,241	$36,936

	2014	2013	2012	2011	Total
Private Operating Foundations (for 2011 - 2014)
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

Supplementary Information (for 2014)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2014)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$5	$0
Dividends and interest from securities	$43,610	$0

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Tony Patino Fellowship Trust 783352	PO BOX 1297, New York, NY 10008-1297	NY	1997-10	$1,573,984
2	Aston Park Health Care Center Inc	380 Brevard Rd, Asheville, NC 28806-2945	NC	1932-11	$10,395,109
3	Sara Elizabeth Clampett Charitable Tr, Clampett Robert D Ttee	PO BOX 2907, Wilson, NC 27894-2907	NC	1996-01	$246,659
4	Thrift Shops Of Granville County Inc	PO BOX 612, Creedmoor, NC 27522-0612	NC	1997-06	$37,221
5	Rowan Partners For Education	PO BOX 559, Salisbury, NC 28145-0559	NC	1991-10	$18,779
6	Altrusa Foundation Of Asheville	124 Ridgeview Road, Alexander, NC 28701	NC	1992-07	$0
7	Blue Ridge Chapter Of The Experimental Aircraft Association	3051 Port St, Morganton, NC 28655	NC	1990-03	$0
8	Broad Inc	Po Box 443, Bunn, NC 27508	NC	1994-09	$0
9	Community Liaison Organization For Support Education & Reform Inc, C L O S E R Inc	PO BOX 2911, Asheville, NC 28802-2911	NC	1990-09	$0
10	Garland Rotary Club Foundation	PO BOX 218, Garland, NC 28441-0218	NC	1996-06	$0
11	Hitex Inc	201 Arbutus Ln, Hendersonville, NC 28739-3903	NC	1992-03	$0
12	International Home Furnishing Representatives Foundation	PO BOX 670, High Point, NC 27261-0670	NC	1993-01	$0
13	Paraclete Foundation Inc	3700 William J Cowan Wynd, Raleigh, NC 27612-5399	NC	1998-11	$0
14	Rebecca Gray Davis Memorial Fund For Children Inc	504 Bethel Rd Apt 1003, Morganton, NC 28655-4900	NC	1996-05	$0
15	Rotary Club Of The Sandhills Charitable Foundation Inc	Po Box 807, Southern Pines, NC 28388	NC	1991-12	$0
16	Salisbury Civitan Club Charitable Foundation Inc	1816 East Innes Street Ste 101, Salisbury, NC 28146	NC	1990-07	$0
17	Sanford Optimist Foundation Inc, The Sanford Optimist Club	207 Arlington Circle, Sanford, NC 27330	NC	1993-09	$0
18	The Open Door Inc	628 Woodburn Rd, Raleigh, NC 27605-1112	NC	1992-08	$0
19	The Roanoke Rapids Education Foundation Inc	536 Hamilton Street, Roanoke Rapids, NC 27870	NC	1992-01	$0
20	Trevor C Simpson Angel Foundation	3613 Ruth St, Indian Trail, NC 28079-7578	NC	1998-07	$0

Number of organizations performing similar types of work

Alaska	1
Alabama	23
Arkansas	17
Arizona	20
California	78
Colorado	16
Connecticut	12
District of Columbia	7
Delaware	4
Florida	100
Georgia	36
Hawaii	1
Iowa	6
Idaho	2
Illinois	47
Indiana	34
Kansas	15
Kentucky	15
Louisiana	18
Massachusetts	30
Maryland	32
Maine	6
Michigan	48
Minnesota	11
Missouri	26

Mississippi	13
Montana	1
North Carolina	53
North Dakota	3
Nebraska	5
New Jersey	46
New Mexico	3
Nevada	7
New York	83
Ohio	38
Oklahoma	12
Oregon	9
Pennsylvania	42
Rhode Island	6
South Carolina	19
South Dakota	2
Tennessee	23
Texas	57
Utah	17
Virginia	20
Washington	11
Wisconsin	16
West Virginia	1
Wyoming	6
International	3

Total

1,101

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