Judy W Anderson Charitable Trust in Rocky Mount, 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
| Judy W Anderson Charitable Trust | |
| Employer Identification Number (EIN) | 541472536 |
| Name of Organization | Judy W Anderson Charitable Trust |
| Address | 3724 Greystone Dr, Rocky Mount, NC 27804-7326 |
| Activities | Non-exempt charitable trust described in section 4947(a)(1) of the Code |
| 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 | 11/2010 |
| Assets | $25,000 to $99,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $67,045 |
| Amount of Income | $5,042 |
| Form 990 Revenue Amount | $2,019 |
Non-representatives - add comments:
Revenue for 2011
Expenses for 2011
Assets for 2011
| Analysis of Revenue and Expenses (for 2011) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $2,019 | $2,019 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $0 | |||
| Dividends and interest from securities | $403 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Other | $1,616 | |||
| Total expenses and disbursements | $5,895 | $0 | $0 | $5,885 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $820 | $0 | $810 | |
| Contributions, gifts, grants paid | $5,075 | |||
| Excess of revenue over expenses and disbursements | $-3,876 | |||
| Net investment income | $2,019 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $63,169 | $78,706 |
| Cash - non-interest-bearing | $3,118 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $60,051 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $63,169 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $1,616 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2011) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $20 |
| Total credits and payments | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $20 |
| Amount to be credited to 2012 estimated tax | $0 |
| Statements Regarding Activities (for 2011) | |
| 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 2011 or the taxable year beginning in 2011? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2011) | |
| 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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011? | 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 2011) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $84,742 |
| Net value of noncharitable-use assets | $83,480 |
| Minimum investment return | $4,174 |
| Distributable Amount (for 2011) | |
| Distributable amount | $4,154 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $4,154 |
| Undistributed income for 2011. This amount must be distributed in 2012 | $0 |
| Private Operating Foundations (for 2011) | |||||
| 2011 | 2010 | 2009 | 2008 | 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 | Journey Church | 3308 Neuse Crossing Dr, Raleigh, NC 27616-8835 | NC | 2006-10 | $3,778,913 |
| 2 | Journey Into Wholeness Inc | PO BOX 169, Balsam Grove, NC 28708-0169 | NC | 1986-08 | $280,887 |
| 3 | Journey Resources | 1400 Westover Ter, Greensboro, NC 27408 | NC | 2000-06 | $144,172 |
| 4 | Journeypartners | 431 Beechwood Rd, Franklinton, NC 27525-9105 | NC | 2008-01 | $71,714 |
| 5 | Joy A Shabazz Center For Independent Living | 221 Commerce Pl Ste D, Greensboro, NC 27401-6023 | NC | 1993-02 | $405,399 |
| 6 | Joyce Saunders Ministries | 6324 Grove Park Blvd, Charlotte, NC 28215 | NC | 2006-01 | $0 |
| 7 | Jsl Development Center Inc | PO BOX 1176, Wilson, NC 27894-1176 | NC | 2001-06 | $776,150 |
| 8 | Jubilate School Of The Arts Inc | 2908 Bells Pointe Court, Apex, NC 27539 | NC | 2002-10 | $0 |
| 9 | Jubilee Inc | 401 E Church Street Ext Fl 5, Edenton, NC 27932-2097 | NC | 1982-06 | $1 |
| 10 | Jubilee Jobs Of Greensboro Inc | 516 Simpson St, Greensboro, NC 27401-2041 | NC | 2001-02 | $26,761 |
| 11 | Judy W Anderson Charitable Trust | 3724 Greystone Dr, Rocky Mount, NC 27804-7326 | NC | $5,042 | |
| 12 | Jule C Modlin Scholarship Fund | PO BOX 2327, Elizabeth Cty, NC 27906-2327 | NC | 1990-03 | $47,248 |
| 13 | Julia Ellen Crump Foundation Inc, Crump Foundation | 4141 Parklake Ave Ste 200, Raleigh, NC 27612-2333 | NC | 1999-07 | $125 |
| 14 | Julia M Turner Td 26000 Fbo Arch St Presby Church Nect | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $452,426 | |
| 15 | Julia Woods Wagner Trust, Farmers & Merchants | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1995-07 | $259,191 |
| 16 | Julian Volunteer Fire Department Inc | 4317 Folger Rd, Julian, NC 27283-8008 | NC | 1976-02 | $161,884 |
| 17 | Julius & Katheryn Hommer Foundation | 1 W 4th St D4000-041, Winston Salem, NC 27101-3818 | NC | 1996-05 | $9,574,682 |
| 18 | Julius Levitch Tr Uw Fbo Unc-A Et Al | 1 W 4th St 4th Fl Wells Fargo Bank, Winston Salem, NC 27101-3818 | NC | 1992-08 | $436,354 |
| 19 | Junaluska Community Volunteer Fire Dept Inc | PO BOX 245, Lk Junaluska, NC 28745-0245 | NC | 2009-02 | $376,054 |
| 20 | June And Sherrill Shaw Foundation | 209 Shaw St, Randleman, NC 27317-1419 | NC | 2000-03 | $2,003 |
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