Elizabeth Cope Tr Fbo Blind And Physically Handicapped 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
| Elizabeth Cope Tr Fbo Blind And Physically Handicapped | |
| Employer Identification Number (EIN) | 596246795 |
| Name of Organization | Elizabeth Cope Tr Fbo Blind And Physically Handicapped |
| In Care of Name | Sigerson |
| Address | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28288-0001 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 01/1972 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2010 |
| Assets | $500,000 to $999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $524,542 |
| Amount of Income | $143,173 |
| Form 990 Revenue Amount | $32,222 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $32,222 | $31,962 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $6 | |||
| Dividends and interest from securities | $18,863 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $13,353 | |||
| Total expenses and disbursements | $29,705 | $6,807 | $0 | $21,617 |
| Compensation of officers, directors, trustees, etc. | $8,819 | |||
| Total operating and administrative expenses | $14,669 | $6,807 | $6,581 | |
| Contributions, gifts, grants paid | $15,036 | |||
| Excess of revenue over expenses and disbursements | $2,517 | |||
| Net investment income | $25,155 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $529,696 | $514,340 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $313,915 | |
| Investments-corporate bonds | $204,452 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $11,329 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $529,696 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $13,353 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $252 |
| Total credits and payments | $608 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $608 |
| 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 |
| Overpayment | $356 |
| Amount to be credited to 2012 estimated tax | $252 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $543,036 |
| Net value of noncharitable-use assets | $534,900 |
| Minimum investment return | $26,745 |
| Distributable Amount (for 2011) | |
| Distributable amount | $26,493 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $26,493 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $24,154 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Ernest Gibson Trust 500-6520506 Fbo Foster Parents Plan Inc | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1980-05 | $166,704 |
| 2 | Estelle R Richey T U W, Mac A0330-011 | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1971-12 | $224,609 |
| 3 | Ethel T Briggs Trust 318-811350 | 1 W 4ths T 4th Fl, Winston Salem, NC 27101-3818 | NC | 1976-12 | $96,927 |
| 4 | Eugene & Edna Palmuth Charitable Trust Twf 51683-0 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1980-03 | $600,837 |
| 5 | Eugene M Pink Trust 8250-Twf-53273 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1976-06 | $48,066 |
| 6 | Employer-Contribution Veba Trust For Colorado College | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2006-08 | $1,448,690 |
| 7 | Eastern Pain Association Inc | 1409 Carrickfergus Ct, Durham, NC 27713-9273 | NC | 1997-03 | $67,134 |
| 8 | Employee After-Tax Contribution Veba Trust For Connecticut College | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2009-10 | $214,687 |
| 9 | Employer-Contribution Veba Trust For Connecticut College | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2009-10 | $425,155 |
| 10 | Effie D Huffines Trust | PO BOX 23, Spencer, NC 28159-0023 | NC | 1998-09 | $57,065 |
| 11 | Elizabeth Cope Tr Fbo Blind And Physically Handicapped | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28288-0001 | NC | 1972-01 | $143,173 |
| 12 | Dorothy G Sterne Trust Article 6 | 1 W 4th St 4th Fl Mac D4000-041 Wel, Winston Salem, NC 27101-3818 | NC | 1900-12 | $91,972 |
| 13 | Ed & Claude Fortson Charitable Trust | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | 1987-07 | $7,997,314 |
| 14 | Duke Otolaryngology Alumni Society | 1705-B Berwick Dr, Lauinburg, NC 28352 | NC | 2009-05 | $0 |
| 15 | Employer- Contribution Veba Trust For University Of Evansville | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2009-03 | $1,114,374 |
| 16 | Employer-Contribution Veba Trust For Saint Marys College | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2006-08 | $997,018 |
| 17 | Employer-Contribution Veba Trust For Five Colleges Inc | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262 | NC | 2010-01 | $10,213 |
| 18 | Eco Systems Technology Transfer Inc, University City Science Center | 7624 Kennebec Dr, Chapel Hill, NC 27517-8597 | NC | 1991-02 | $337,884 |
| 19 | The Ellington White Community Development Corporation | 2053 Broadman Avenue, Fayetteville, NC 28304 | NC | 2013-01 | $0 |
| 20 | Employer-Contribution Veba Trust For Kalamazoo College | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2006-11 | $1,106,757 |
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