Lew H Foundation in Raleigh, 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
- Organizations performing similar types of work
Lew H Foundation | |
Employer Identification Number (EIN) | 582346981 |
Name of Organization | Lew H Foundation |
In Care of Name | Lewis R Holding |
Address | 2220 White Oak Rd, Raleigh, NC 27608-1454 |
Activities | Gifts, grants, or loans to other organizations |
Subsection | Charitable Organization |
Ruling Date | 11/1997 |
Deductibility | Contributions are deductible |
Foundation | Private non-operating foundation |
Organization | Corporation |
Tax Period | 12/2012 |
Assets | $100,000 to $499,999 |
Income | $100,000 to $499,999 |
Filing Requirement | 990 - Not required to file (all other) |
Asset Amount | $258,539 |
Amount of Income | $253,417 |
Form 990 Revenue Amount | $17,290 |
National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $253,417 (it was $17,290 in 2011)
Lew H Foundation: | $253,417 |
Other organizations performing similar types of work: | $120,160 |
Assets in 2012: $258,539 (it was $297,659 in 2011)
This organization: | $258,539 |
Other organizations performing similar types of work: | $450,518 |
Expenses in 2012: $23,309
Lew H Foundation: | $23,309 |
Other organizations performing similar types of work: | $61,287 |
Income to expenses ratio in 2012: 10.9
Lew H Foundation: | 10.9 |
Other organizations performing similar types of work: | 7.3 |
Grants share in income in 2012: -0.0%
This organization: | -0.0% |
Other organizations performing similar types of work: | 8.9% |
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 | $-17,548 | $2,817 | $0 | |
Contributions, gifts, grants, etc., received | $0 | |||
Interest on savings and temporary cash investments | $0 | |||
Dividends and interest from securities | $2,817 | |||
Gross rents | $0 | |||
Gross profit from sales of goods | $0 | |||
Other income | $0 | |||
Total expenses and disbursements | $23,309 | $334 | $0 | $17,846 |
Compensation of officers, directors, trustees, etc. | $0 | |||
Total operating and administrative expenses | $5,463 | $334 | $0 | |
Contributions, gifts, grants paid | $17,846 | |||
Excess of revenue over expenses and disbursements | $-40,857 | |||
Net investment income | $2,483 | |||
Adjusted net income | $0 |
Balance Sheets (for 2012) | ||
Book Value | Fair Market Value | |
---|---|---|
Total assets | $258,539 | $258,539 |
Cash - non-interest-bearing | $258,539 | |
Investments-U.S. and state government obligations | $0 | |
Investments-corporate stock | $0 | |
Investments-corporate bonds | $0 | |
Investments-mortgage loans | $0 | |
Investments-other | $0 | |
Total liabilities | $0 | |
Total liabilities and net assets/fund balances | $258,539 |
Capital Gains and Losses for Tax on Investment Income (for 2012) | |
Capital gain net income | $0 |
Net capital loss | $-20,365 |
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 | $50 |
Total credits and payments | $0 |
Any penalty for underpayment of estimated tax | $0 |
Tax due | $50 |
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 | $36,916 |
Net value of noncharitable-use assets | $36,360 |
Minimum investment return | $1,818 |
Distributable Amount (for 2012) | |
Distributable amount | $1,768 |
Undistributed Income (for 2012) | |
Distributable amount for 2012 | $1,768 |
Undistributed income for 2012. This amount must be distributed in 2013 | $1,551 |
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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Organizations performing similar types of work | |||||
Id | Name | Address | State | Established | Total Income |
---|---|---|---|---|---|
1 | Seby B Jones Family Foundation Inc | PO BOX 19067, Raleigh, NC 27619-9067 | NC | 1997-12 | $11,185,886 |
2 | Roy H & Natalie C Roberts Fam Foundation, Roberts John H & Anne W Ttee | PO BOX 38424, Greensboro, NC 27438-8424 | NC | 1998-07 | $8,037,869 |
3 | Sarah H Sutherland Charitable Tr Uw | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1995-06 | $6,914,005 |
4 | William B Mcguire Jr Family Foundation | 309 E Morehead Street, Charlotte, NC 28202-2301 | NC | 1996-10 | $1,562,038 |
5 | Ruby J Craddock Memorial Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1995-12 | $1,026,548 |
6 | Winston Family Foundation Inc | 3739 National Dr Ste 140, Raleigh, NC 27612-4063 | NC | 1998-01 | $1,007,329 |
7 | Stephenson Pope Babcock Foundation | 2210 Brookfield Dr, Winston Salem, NC 27106-5815 | NC | 1997-03 | $576,637 |
8 | Thomas B And Robertha K Coleman Foundation Inc | PO BOX 1169, New Bern, NC 28563-1169 | NC | 1998-07 | $458,535 |
9 | Winchester Foundation | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1998-11 | $374,346 |
10 | William L West Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1995-07 | $293,503 |
11 | The Edith L Mudd Charitable Trust | PO BOX 2907, Wilson, NC 27894-2907 | NC | 1994-12 | $197,386 |
12 | Strickland Family Foundation | PO BOX 2273, Fayetteville, NC 28302-2273 | NC | 1997-03 | $108,187 |
13 | Wendell P Hampson Trust Capital Management Group | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1998-04 | $93,492 |
14 | Steward Foundation | 3620 Cape Center Dr, Fayetteville, NC 28304-4405 | NC | 1997-03 | $79,848 |
15 | The Marilyn And Harry Swimmer Family Foundation | 455 Providence Rd S, Waxhaw, NC 28173-8311 | NC | 1997-07 | $66,468 |
16 | Sadie And Hobert Fouts Scholarship Fund | PO BOX 2278, High Point, NC 27261-2278 | NC | 1997-11 | $62,203 |
17 | Tom Barnhardt Family Foundation | 2343 Roswell Ave Apt 2c, Charlotte, NC 28207-2762 | NC | 1998-04 | $36,979 |
18 | Vera Holland Memorial Community Fun D, Maddrey J G & W E Crews Ttee | PO BOX 507, Eden, NC 27289-0507 | NC | 1996-03 | $32,589 |
19 | Samuel Ernest Douglass Jr Foundation | PO BOX 10480, Wilmington, NC 28404-0480 | NC | 1998-11 | $20,604 |
20 | Walker Fry Rucker Family Fund | 3570 Wildflower Dr Unit B, Greensboro, NC 27410-8823 | NC | 1996-05 | $17,169 |
Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Total | 5,225 |
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