Henry J Robitaille Tr Ua 09191979, Carol A Dangelo 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
| Henry J Robitaille Tr Ua 09191979, Carol A Dangelo Ttee | |
| Employer Identification Number (EIN) | 056066742 |
| Name of Organization | Henry J Robitaille Tr Ua 09191979 |
| Secondary Name | Carol A Dangelo Ttee |
| Address | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| 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 | $1,000,000 to $4,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $3,369,688 |
| Amount of Income | $116,705 |
| Form 990 Revenue Amount | $321,739 |
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 | $76,259 | $79,372 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $96 | |||
| Dividends and interest from securities | $79,852 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $244,461 | $35,134 | $0 | $209,327 |
| Compensation of officers, directors, trustees, etc. | $45,656 | |||
| Total operating and administrative expenses | $57,237 | $35,134 | $22,103 | |
| Contributions, gifts, grants paid | $187,224 | |||
| Excess of revenue over expenses and disbursements | $-168,202 | |||
| Net investment income | $44,238 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $3,546,864 | $3,557,727 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $1,629,794 | |
| Investments-corporate bonds | $108,000 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $1,014,000 | |
| Other | $795,070 | |
| Total liabilities | $1 | |
| Mortgages and other notes payable | $0 | |
| Other | $1 | |
| Total liabilities and net assets/fund balances | $3,546,864 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $-3,689 |
| 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 | $885 |
| Total credits and payments | $6,068 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $6,068 |
| 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 | $5,183 |
| Amount to be credited to 2013 estimated tax | $888 |
| 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 | $3,632,934 |
| Net value of noncharitable-use assets | $3,578,440 |
| Minimum investment return | $178,922 |
| Distributable Amount (for 2012) | |
| Distributable amount | $178,037 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $178,037 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $155,935 |
| 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 | Helen Slater Brown Trust Va-2914 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1971-08 | $407,913 |
| 2 | Herbert B Hart Scholarship Fund Tr | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2006-11 | $19,590 |
| 3 | Herrmann J Sadler Trust 335-816107 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1997-01 | $106,794 |
| 4 | Hilda Huffman Seely Trust | 1 W 4th St Fl, Winston Salem, NC 27101-3818 | NC | 1975-02 | $48,128 |
| 5 | Hildegard H Balin Charitable Tr 052896, Horton David F & W F B N A Ttee | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1996-08 | $1,677,607 |
| 6 | Hillberg Foundation | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1971-06 | $38,713 |
| 7 | Hoss America Foundation 143912 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2002-07 | $469,086 |
| 8 | Howard & Mamie Nichols Schloarship Turst 1354-808969 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1980-10 | $227,263 |
| 9 | Howard G And Nancy C Dinwiddie Trust Agreement Of 1982 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1998-11 | $124,817 |
| 10 | Hope Of His Calling Ministry | 104 Forest Lane Drive, Newport, NC 28570 | NC | 1997-04 | $0 |
| 11 | Henry J Robitaille Tr Ua 09191979, Carol A Dangelo Ttee | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | $116,705 | |
| 12 | Higher Education Consortium For Special Education | 9401 University City Blvd Ste 348 C, Charlotte, NC 28223-0001 | NC | 1977-03 | $85,392 |
| 13 | Hope Soul International Inc | 2966 S Church St, Burlington, NC 27215 | NC | 2001-01 | $522 |
| 14 | Hope International | 151 Ascension Ln, Marshall, NC 28753-4564 | NC | $1,555,653 | |
| 15 | Harry L And Janet M Kitselman Foundation | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2001-11 | $1,553,991 |
| 16 | Harry Rowatt Brown Trust 2 18460 00 4 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1970-12 | $128,337 |
| 17 | Hase Family Scholarship Trust 20013600 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2009-03 | $68,675 |
| 18 | Helen M And Carl M Iverson Charitable Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1998-02 | $156,650 |
| 19 | Herbert Berridge Elliston Memorial Fund U Of M Foundation 06508800 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1994-09 | $335,985 |
| 20 | Henson-Long Family Foundation | 317 Circle Park Pl, Chapel Hill, NC 27517-8164 | NC | 1999-02 | $537,569 |
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