Edwin Gilbert Trust Uw Fbo Georgetown School Fund in Charlotte, 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
| Edwin Gilbert Trust Uw Fbo Georgetown School Fund | |
| Employer Identification Number (EIN) | 066044834 |
| Name of Organization | Edwin Gilbert Trust Uw Fbo Georgetown School Fund |
| In Care of Name | Union Trust Co |
| Address | 1525 W W T Harris Blvd, Charlotte, NC 28262-8522 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 10/1979 |
| 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 | $100,000 to $499,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $385,828 |
| Amount of Income | $57,867 |
| Form 990 Revenue Amount | $42,781 |
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 | $17,445 | $17,219 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $12,270 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $100 | |||
| Other | $5,075 | |||
| Total expenses and disbursements | $27,392 | $5,088 | $0 | $21,900 |
| Compensation of officers, directors, trustees, etc. | $1,800 | |||
| Total operating and administrative expenses | $12,392 | $5,088 | $6,900 | |
| Contributions, gifts, grants paid | $15,000 | |||
| Excess of revenue over expenses and disbursements | $-9,947 | |||
| Net investment income | $12,131 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $388,154 | $503,024 |
| Cash - non-interest-bearing | $68 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $167,263 | |
| Investments-corporate bonds | $24,627 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $186,055 | |
| Other | $10,141 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $388,154 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $5,075 |
| 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 | $243 |
| Total credits and payments | $243 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $0 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $243 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| 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? | Yes |
| 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 | $507,640 |
| Net value of noncharitable-use assets | $500,020 |
| Minimum investment return | $25,001 |
| Distributable Amount (for 2012) | |
| Distributable amount | $24,758 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $24,758 |
| 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 | Edward P Lauther Charitable Trust, Fbo St Lukes Ch Tuw 3222-1513104569 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2006-05 | $201,289 |
| 2 | Edward P Lauther Tr Uw 1513099469 | 100 N Main St 13th Flr, Winston-Salem, NC 27150-0001 | NC | $4,928 | |
| 3 | Edward R P Wunch Trust Meridian Trust Company | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1990-01 | $171,064 |
| 4 | Edward Seeley Trust Fbo Ct Chil Med Center 9513011000 | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | $224,666 | |
| 5 | Edwards Elementary Pto, J Glenn Edwards Elementary Pto | 3115 Cemetery Road, Sanford, NC 27332 | NC | 1999-04 | $0 |
| 6 | Edwards Family Mission Foundation | 302 S Kennedy St Apt 111, Eden, NC 27288-5059 | NC | 1994-03 | $27,312 |
| 7 | Edwards-Hobgood Foundation Inc | PO BOX 6550, Raleigh, NC 27628-6550 | NC | 1993-03 | $172,115 |
| 8 | Edwin And Lottie@hughes Eva Jane Hughes Chilson Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2005-11 | $95,320 |
| 9 | Edwin C Garber Est Resid C 29675 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $56,488 | |
| 10 | Edwin F Troutman & Family Foundation | 100 N Main St, Winston Salem, NC 27150-0001 | NC | 1998-02 | $171,821 |
| 11 | Edwin Gilbert Trust Uw Fbo Georgetown School Fund | 1525 W W T Harris Blvd, Charlotte, NC 28262-8522 | NC | 1979-10 | $57,867 |
| 12 | Edwin H Smith Jr Trust Uw | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1981-11 | $160,994 |
| 13 | Edwin M Nygaard Trust 1519047209 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2004-04 | $143,947 |
| 14 | Edwin Malloy Td 15120 0-3 Et Ux 1st Pres Ch Etc | 1 W 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2006-01 | $46,452 |
| 15 | Edwin Quackenbush Endowment Fund Fbo, Northwestern University | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1996-05 | $8,593 |
| 16 | Edwin W Bainbridge Decd Tw 1513854400 | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | $381,707 | |
| 17 | Edwin W Keller Res Trust, Wachovia Bank Fiduciary Tax Dept | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2008-12 | $502,817 |
| 18 | Ee & Mf Morgan Charitable Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2009-05 | $854,034 |
| 19 | Effie Allen Little Foundation Inc | PO BOX 340, Wadesboro, NC 28170-0340 | NC | 1954-03 | $1,269,222 |
| 20 | Efland Volunteer Fire Company Inc | PO BOX 39, Efland, NC 27243-0039 | NC | 1973-02 | $482,558 |
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