Erwin Bauer Charitable Trust 9525804522 010, First Union Natl Bank Ttee 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
| Erwin Bauer Charitable Trust 9525804522 010, First Union Natl Bank Ttee | |
| Employer Identification Number (EIN) | 066446073 |
| Name of Organization | Erwin Bauer Charitable Trust 9525804522 010 |
| Secondary Name | First Union Natl Bank Ttee |
| Address | 1525 W W T Harris Blvd D1114-0144, Charlotte, NC 28262-8522 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 07/1997 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 10/2014 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $1,390,117 |
| Amount of Income | $130,620 |
| Form 990 Revenue Amount | $112,689 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Philanthropy, Voluntarism, and Grantmaking Foundations (Not Elsewhere Classified) |
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 | $48,924 | $46,114 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $33,630 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $2,810 | |||
| Other | $12,484 | |||
| Total expenses and disbursements | $92,328 | $18,133 | $0 | $74,195 |
| Compensation of officers, directors, trustees, etc. | $9,000 | |||
| Total operating and administrative expenses | $20,478 | $18,133 | $2,345 | |
| Contributions, gifts, grants paid | $71,850 | |||
| Excess of revenue over expenses and disbursements | $-43,404 | |||
| Net investment income | $27,981 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,359,933 | $1,557,008 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $661,044 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $656,524 | |
| Other | $42,365 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,359,933 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $12,484 |
| 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 | $280 |
| Total credits and payments | $960 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $960 |
| 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 | $0 |
| Overpayment | $680 |
| Amount to be credited to 2013 estimated tax | $280 |
| 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 | $1,522,800 |
| Net value of noncharitable-use assets | $1,499,960 |
| Minimum investment return | $74,998 |
| Distributable Amount (for 2012) | |
| Distributable amount | $74,718 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $74,718 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $31,721 |
| 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 | Equipping Hearts For The Harvest, Missionary Church International | 4002 Stadler Dr Ne, Conover, NC 28613-9286 | NC | 1991-12 | $186,317 |
| 2 | Equipping With Truth Ministries Inc | 119 W Broad St, Statesville, NC 28677-5257 | NC | 2008-07 | $220,439 |
| 3 | Equitas Inc | 300 W 5th St Apt 215, Charlotte, NC 28202-1562 | NC | 2007-11 | $50,204 |
| 4 | Equus Heals | 647 D L Phillips Ln, Broadway, NC 27505-9039 | NC | 2000-01 | $23,338 |
| 5 | Erma M Hefferan Tr | 1525 W Wt Harris Blvd, Charlotte, NC 28288-0001 | NC | 2005-11 | $113,337 |
| 6 | Ernest A Koury Family Foundation Inc | PO BOX 850, Burlington, NC 27216-0850 | NC | 2004-01 | $62 |
| 7 | Ernest And Ruby Mcswain Charitable Foundation Inc | 1300 S Horner Blvd, Sanford, NC 27330-5628 | NC | 2000-06 | $185,500 |
| 8 | Ernest G Arps Memorial Education Fund | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1987-12 | $403,898 |
| 9 | Ernest L Ransome Iii Scholarship Trust A New Jersey Nonprofit Corp | 228-A East Kingston, Charlotte, NC 28203 | NC | 1999-04 | $391,347 |
| 10 | Ernest Wooler Memorial Scholarship Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1987-07 | $476,293 |
| 11 | Erwin Bauer Charitable Trust 9525804522 010, First Union Natl Bank Ttee | 1525 W W T Harris Blvd D1114-0144, Charlotte, NC 28262-8522 | NC | 1997-07 | $130,620 |
| 12 | Erwin Bauer Charitable Trust 9525804522 010, First Union Natl Bank Ttee | 100 N Main St 13th Flr, Winston Salem, NC 27150-0001 | NC | 1997-07 | $144,914 |
| 13 | Erwin Elderly Housing Inc | 1004 Bullard Court, Raleigh, NC 27615-6853 | NC | 1983-11 | $190,708 |
| 14 | Erwin Fire Department And Rescue Squad Inc | PO BOX 36, Erwin, NC 28339-0036 | NC | 1978-03 | $746,376 |
| 15 | Erwin Morrison Beale Scholarship Fund 1519206518 | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | $48,595 | |
| 16 | Erwin Youth League Incorporated | PO BOX 6736, Asheville, NC 28816-6736 | NC | 1987-06 | $111,928 |
| 17 | Eshelman Foundation | 16 N 5th Ave, Wilmington, NC 28401-4537 | NC | 2008-04 | $549,321 |
| 18 | Esse Quam Videre Foundation Inc | 69 Forest At Duke Dr, Durham, NC 27705-5639 | NC | 1998-07 | $75,391 |
| 19 | Est E Pendleton Scholarship Fd Nj Tw 1513111418 | 1 W 4th St D4000-014, Winston Salem, NC 27101-3818 | NC | $504,152 | |
| 20 | Est Eliz S Linton Resid Tw 3000 F 28070, First Pa Banking & Trust Co | 1 W 4th St D4000-041, Winston Salem, NC 27101-3818 | NC | $242,908 | |
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