J D Rhodes Trust 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
| J D Rhodes Trust | |
| Employer Identification Number (EIN) | 580566218 |
| Name of Organization | J D Rhodes Trust |
| In Care of Name | Wachovia Bank Na |
| Address | 1525 W St Harris Blvd, Charlotte, NC 28288-0001 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 10/1975 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Tax Period | 12/2012 |
| Assets | $100,000 to $499,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $336,344 |
| Amount of Income | $47 |
| Form 990 Revenue Amount | $43 |
Non-representatives - add comments:
Revenue for 2012
Expenses 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 | $47 | $47 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $46 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1 | |||
| Total expenses and disbursements | $18,569 | $1,247 | $0 | $17,322 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $1,247 | $1,247 | $0 | |
| Contributions, gifts, grants paid | $17,322 | |||
| Excess of revenue over expenses and disbursements | $-18,522 | |||
| Net investment income | $0 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $336,344 | $336,344 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $336,344 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $336,344 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $1 |
| 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 | $0 |
| Total credits and payments | $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? | 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? | Yes |
| 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 | $352,596 |
| Net value of noncharitable-use assets | $347,300 |
| Minimum investment return | $17,365 |
| Distributable Amount (for 2012) | |
| Distributable amount | $17,365 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $17,365 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $17,365 |
| 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 | J A Turner Family Foundation | 220 N Tryon St, Charlotte, NC 28202-2137 | NC | 2000-01 | $41,237 |
| 2 | J A Vann Charitable Trust | 100 N Main St, Winston Salem, NC 27150-0001 | NC | 1966-08 | $12,011 |
| 3 | J Alvis Baucom Trust Ua Fbo Henry Baucom Memorial Nect | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1970-12 | $34,345 |
| 4 | J And J S Homeless Pet Rescue | Po Box 1495, Washington, NC 27889 | NC | 2005-12 | $61,959 |
| 5 | J Arnet And Mildred M Lewisfoundation | 1525 W W T Hsrris Blvd D1114-044, Charlotte, NC 28262-8522 | NC | 2007-10 | $4,717,054 |
| 6 | J Best Fbo Lanc Comndry Ir-Tua 1519178656 | 100 N Main St 13th Flr, Winston Salem, NC 27150-0001 | NC | $106,334 | |
| 7 | J C Roberts Trust Uw & Oc Fbo High Point College | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | $38,434 | |
| 8 | J C Steele Jr Scholarship Foundation | PO BOX 1834, Statesville, NC 28687-1834 | NC | 1984-01 | $9,003 |
| 9 | J Connie Covington Charitable Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2006-02 | $40,270 |
| 10 | J Crozer Fbo Upland Baptist Church 4947 Tuw 1513091859 | 1525 W Wt Harris Blvd, Charlotte, NC 28288-0001 | NC | $53,336 | |
| 11 | J D Rhodes Trust | 1525 W St Harris Blvd, Charlotte, NC 28288-0001 | NC | 1975-10 | $47 |
| 12 | J E Hitchner Fbo Mem Hosp Of Salem, Charitable Services Group Nc 1159 | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 2000-01 | $3,319,183 |
| 13 | J E Sirrine High School Fund | 1 W 4th St, Winston Salem, NC 27101-3818 | NC | 1974-01 | $7,573,582 |
| 14 | J F Goodwin Charitable Trust | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1970-02 | $29,607 |
| 15 | J F Hurley Foundation | PO BOX 4354, Salisbury, NC 28145-4354 | NC | 1983-03 | $861,735 |
| 16 | J Frank Davenport Tr Fbo Town Of Timmonsville | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 1985-05 | $331,124 |
| 17 | J Gumbes Ir-Tua Fbo St Pauls Ch 1519177194 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $198,401 | |
| 18 | J H & Janet E Fields Family Private Foundation, Fields J H Ttee | 692 Chadbourne Ave Nw, Concord, NC 28027-7622 | NC | 1998-07 | $16,611 |
| 19 | J H & R H Rumbaugh Foundation | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | 1986-11 | $2,738,524 |
| 20 | J Hecker Fbo Christ United Tuw 00750-01-G | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $51,557 | |
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