John Slade Ely Fund 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
| John Slade Ely Fund | |
| Employer Identification Number (EIN) | 060769931 |
| Name of Organization | John Slade Ely Fund |
| In Care of Name | Wachovia Bank Na |
| Address | 1525 W W T Harris Blvd D1114-044, Charlotte, NC 28262-8522 |
| Activities | Fair, Industry trade shows, Other cultural or historical activities |
| Subsection | Charitable Organization, Educational Organization |
| Ruling Date | 04/1962 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 06/2014 |
| 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 | $1,619,008 |
| Amount of Income | $144,906 |
| Form 990 Revenue Amount | $68,556 |
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 | $68,556 | $65,081 | $69,044 | |
| Contributions, gifts, grants, etc., received | $3,475 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $33,316 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $31,765 | |||
| Total expenses and disbursements | $119,216 | $12,838 | $0 | $106,236 |
| Compensation of officers, directors, trustees, etc. | $16,588 | |||
| Total operating and administrative expenses | $118,704 | $12,838 | $105,724 | |
| Contributions, gifts, grants paid | $512 | |||
| Excess of revenue over expenses and disbursements | $-50,660 | |||
| Net investment income | $52,243 | |||
| Adjusted net income | $69,044 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $1,794,283 | $1,632,264 |
| Cash - non-interest-bearing | $2,789 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $328,364 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $593,816 | |
| Other | $869,314 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $1,794,283 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $31,765 |
| 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 | $522 |
| Total credits and payments | $1,045 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $470 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $575 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $523 |
| Amount to be credited to 2013 estimated tax | $260 |
| 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 | $1,015,497 |
| Net value of noncharitable-use assets | $1,000,260 |
| Minimum investment return | $50,013 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| 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 | John R Mccormick Irrevocable Trust | 100 N Main St 13th Flr, Winston Salem, NC 27150-0001 | NC | 1990-10 | $33,703 |
| 2 | John R Paddison Jr & Mary Paddison Student Aid Fund | 100 N Main St 13th Fl, Winston Salem, NC 27150-0001 | NC | 1970-12 | $6,963 |
| 3 | John S Carpenter Trust Par 23 1513846526 | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | 2000-04 | $141,196 |
| 4 | John S Mcclure Continuing Education Scholarship Fund | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1997-09 | $279,736 |
| 5 | John S Snyder Fbo Overbrook Sch 4947 Tuw, 1513091109 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $74,447 | |
| 6 | John S Swaim Memorial Scholarship Fund | 379 S Cox St, Asheboro, NC 27203-5714 | NC | 2000-03 | $5,589 |
| 7 | John Saeger Trust Muhlenberg College Nect | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1974-02 | $176,315 |
| 8 | John Scarlett Memorial Foundation | Po Box 375, Brevard, NC 28712 | NC | 2003-12 | $0 |
| 9 | John Schilling Video Productions Inc | PO BOX 1112, Indian Trail, NC 28079-1112 | NC | 2005-01 | $4,100 |
| 10 | John Shaw Tillman And Anna Walters Tillman Scholarship Trust, Bullins Carol T Ttee | 1870 Nc Highway 49 S, Asheboro, NC 27205-9580 | NC | 1992-09 | $158,281 |
| 11 | John Slade Ely Fund | 1525 W W T Harris Blvd D1114-044, Charlotte, NC 28262-8522 | NC | 1962-04 | $144,906 |
| 12 | John Stephen Singer Foundation | 1 W 4th St 4th Floor, Winston Salem, NC 27101-3818 | NC | 1976-04 | $118,799 |
| 13 | John T Morris Charitable Trust | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2007-08 | $148,630 |
| 14 | John T Porter Sr & Ethel L & John T Porter Jr Memorial Trust | 1 W 4t St 4th Fl, Winston Salem, NC 27101 | NC | $770,017 | |
| 15 | John V Jr And Teri L Sutton Private Foundation | PO BOX 6280, Ocean Isl Bch, NC 28469-0280 | NC | 1996-10 | $3 |
| 16 | John V R Stehman Scholarship Fund | 100 N Main St 13th Flr, Winston Salem, NC 27150-0001 | NC | 1974-11 | $37,302 |
| 17 | John Vogan Fuel Fund Tuw Hamilton Bank Ttee | 100 N Main St 13th Fl, Winston Salem, NC 27150-0001 | NC | $1,280 | |
| 18 | John W & Edel Tuttle Scholarship Fund | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1984-02 | $7,000 |
| 19 | John W Mettler Paragraph C 8th Tr 2513841593 | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | 1970-12 | $276,579 |
| 20 | John Wesley Creative Ministries | 104 Mccollum Dr, Reidsville, NC 27320 | NC | 1979-09 | $0 |
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