Felix Harvey Foundation Inc in Kinston, 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
| Felix Harvey Foundation Inc | |
| Employer Identification Number (EIN) | 237038942 |
| Name of Organization | Felix Harvey Foundation Inc |
| Address | PO BOX 189, Kinston, NC 28502-0189 |
| Activities | Gifts, grants, or loans to other organizations, Scholarships (other) |
| Subsection | Charitable Organization |
| Ruling Date | 06/1970 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 08/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $7,379,105 |
| Amount of Income | $1,912,097 |
| Form 990 Revenue Amount | $1,104,841 |
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 | $1,104,841 | $288,188 | $293,809 | |
| Contributions, gifts, grants, etc., received | $375,000 | |||
| Interest on savings and temporary cash investments | $68,754 | |||
| Dividends and interest from securities | $219,434 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $5,621 | |||
| Other | $436,032 | |||
| Total expenses and disbursements | $501,540 | $9,313 | $0 | $482,192 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $23,340 | $9,313 | $3,992 | |
| Contributions, gifts, grants paid | $478,200 | |||
| Excess of revenue over expenses and disbursements | $603,301 | |||
| Net investment income | $278,875 | |||
| Adjusted net income | $293,809 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $7,048,447 | $11,377,276 |
| Cash - non-interest-bearing | $653,509 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $5,361,586 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $427,008 | |
| Other | $606,344 | |
| Total liabilities | $1,206 | |
| Mortgages and other notes payable | $0 | |
| Other | $1,206 | |
| Total liabilities and net assets/fund balances | $7,047,241 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $436,032 |
| 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 | $5,578 |
| Total credits and payments | $4,372 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $4,372 |
| 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 | $1,206 |
| 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? | 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 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 | $10,980,788 |
| Net value of noncharitable-use assets | $10,816,080 |
| Minimum investment return | $540,804 |
| Distributable Amount (for 2012) | |
| Distributable amount | $535,226 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $535,226 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $456,893 |
| 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 | Federal Retirees Tax Equity Task Force | 3956 Walnut Hill Drive, Winston Salem, NC 27106-3537 | NC | 1991-02 | $0 |
| 2 | Federation Of Internet Solutions Providers Association Inc | PO BOX 2270, Matthews, NC 28106-2270 | NC | 1997-03 | $423,106 |
| 3 | Federation Of North Carolina Historical Societies | 4610 Mail Service Ctr, Raleigh, NC 27699-4610 | NC | 1979-08 | $26,780 |
| 4 | Federation Of Schools Of Accountancy | 220 Leigh Farm Rd, Durham, NC 27707-8110 | NC | 1981-09 | $64,007 |
| 5 | Federation Of United States Teachers And Adjudicator, Highland Dancing | 215 Se Maynard Rd, Cary, NC 27511-4509 | NC | 1988-03 | $187,377 |
| 6 | Feed His Sheep Missionary Baptist Church Inc | 62 Sailfish Ct, Clayton, NC 27520-5406 | NC | 2002-09 | $95,286 |
| 7 | Feed My Lambs Inc | PO BOX 91, Wadesboro, NC 28170-0091 | NC | 2000-05 | $121,620 |
| 8 | Feeding His Lambs Ministries Inc | 111 Amber Lane, Wilkesboro, NC 28697 | NC | 1992-03 | $0 |
| 9 | Feline Hope Animal Shelter Inc | PO BOX 893, Kitty Hawk, NC 27949-0893 | NC | 1998-07 | $69,845 |
| 10 | Felix And Associates Inc, Blanket Buddies | 124 Prestwick Drive, Clayton, NC 27527 | NC | 2009-11 | $0 |
| 11 | Felix Harvey Foundation Inc | PO BOX 189, Kinston, NC 28502-0189 | NC | 1970-06 | $1,912,097 |
| 12 | Fellowship Home Of Winston Salem North Carolina Inc | 661 N Spring St, Winston Salem, NC 27101-1326 | NC | 1980-06 | $246,886 |
| 13 | Fellowship School Inc | PO BOX 2235, Southern Pnes, NC 28388-2235 | NC | 1976-07 | $58,154 |
| 14 | Fennie Family Foundation | 2516 Beech Cliff Ln, Greensboro, NC 27455-1272 | NC | 2000-11 | $22,557 |
| 15 | Fenton G Williams Scholarship Tr | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2005-03 | $61,087 |
| 16 | Fenwick Foundation | 624 W Barbee Chapel Rd, Chapel Hill, NC 27517-8159 | NC | 2000-07 | $2,328,885 |
| 17 | Feral Cat Assistance Program Inc | Po Box 29112, Greensboro, NC 27429 | NC | 2004-11 | $71,408 |
| 18 | Ferguson Family Foundation | 2495 Barker Rd, Oxford, NC 27565-8677 | NC | 1998-05 | $284 |
| 19 | Ferguson Volunteer Fire Dept | PO BOX 37, Ferguson, NC 28624-0037 | NC | 1976-04 | $205,375 |
| 20 | Ferree Educational & Welfare Fund | PO BOX 2207, Asheboro, NC 27204-2207 | NC | 1958-07 | $1,204,298 |
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