Memorial Library Fund Union Church Neffs George & Eva Heinzelman 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
| Memorial Library Fund Union Church Neffs George & Eva Heinzelman | |
| Employer Identification Number (EIN) | 237212641 |
| Name of Organization | Memorial Library Fund Union Church Neffs George & Eva Heinzelman |
| In Care of Name | Wachovia Bank Na |
| Address | 1525 W W T Harris Blvd D1114-044, Charlotte, NC 28262-8522 |
| Activities | Library |
| Subsection | 4947(a)(1) - Private Foundation (Form 990PF Filer) |
| Ruling Date | 07/1972 |
| Deductibility | Contributions are deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Trust described in section 4947(a)(2) of the IR Code |
| Tax Period | 12/2010 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 - Not required to file (all other) (990-PF required) |
| Asset Amount | $60,433 |
| Amount of Income | $17,059 |
| Form 990 Revenue Amount | $957 |
Non-representatives - add comments:
Revenue for 2011
Expenses 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 | $957 | $1,090 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $9 | |||
| Dividends and interest from securities | $1,102 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $59,706 | $751 | $0 | $58,907 |
| Compensation of officers, directors, trustees, etc. | $988 | |||
| Total operating and administrative expenses | $1,046 | $751 | $247 | |
| Contributions, gifts, grants paid | $58,660 | |||
| Excess of revenue over expenses and disbursements | $-58,749 | |||
| Net investment income | $339 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2011) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $2,000 | $2,000 |
| 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 | $2,000 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $2,000 | |
| Capital Gains and Losses for Tax on Investment Income (for 2011) | |
| Capital gain net income | $0 |
| Net capital loss | $-154 |
| 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 | $3 |
| Total credits and payments | $24 |
| 2011 estimated tax payments and 2010 overpayment credited to 2011 | $24 |
| 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 |
| Overpayment | $21 |
| 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? | Yes |
| 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? | 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 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 | $59,261 |
| Net value of noncharitable-use assets | $58,380 |
| Minimum investment return | $2,919 |
| Distributable Amount (for 2011) | |
| Distributable amount | $2,916 |
| Undistributed Income (for 2011) | |
| Distributable amount for 2011 | $2,916 |
| 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 | Meg Foundation Inc | 6720 Foxfire Pl, Raleigh, NC 27615-7010 | NC | 1999-05 | $508,001 |
| 2 | Megan Cajigas Memorial Fund | 5016 Oleander Drive, Wilmington, NC 28403 | NC | 2007-09 | $7,447 |
| 3 | Megastar Athletic Foundation | 14544 Waterside Drive, Charlotte, NC 28278 | NC | 2008-04 | $0 |
| 4 | Meherrin Indian Tribe | PO BOX 508, Winton, NC 27986-0508 | NC | 1995-10 | $50,325 |
| 5 | Meherrin Native American Church | PO BOX 531, Winton, NC 27986-0531 | NC | 1998-06 | $0 |
| 6 | Melba Bayers Meyer Char Tr | 1525 W Wt Harris Blvd D1114-044, Charlotte, NC 28262 | NC | 1996-02 | $3,163,867 |
| 7 | Melton Foundation | 4406 Rock Creek Rd, Hays, NC 28635-9211 | NC | 2002-04 | $7,122 |
| 8 | Memorial Cemetery Incorporated | 205 Puddin Ridge Rd, Moyock, NC 27958-8701 | NC | 1988-01 | $21,712 |
| 9 | Memorial Free Library Td C Bostwick 78410-8 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | $99,338 | |
| 10 | The Auxiliary Of The Alamance Regional Medical Center Inc | 1240 Huffman Mill Rd, Burlington, NC 27215-8700 | NC | 1977-06 | $416,175 |
| 11 | Memorial Library Fund Union Church Neffs George & Eva Heinzelman | 1525 W W T Harris Blvd D1114-044, Charlotte, NC 28262-8522 | NC | 1972-07 | $17,059 |
| 12 | Memorial Mission Hosp Lindley Fd Trust Memorial Miss Hopsital | 1 W 4th St, Winston Salem, NC 27101-3818 | NC | 1973-04 | $34,494 |
| 13 | Memorial Mission Hospital Trust U/A | 100 N Main St 13th Floor, Winston Salem, NC 27150-0001 | NC | 1972-01 | $14,108 |
| 14 | Memorycare | 100 Far Horizons Ln, Asheville, NC 28803-2046 | NC | 2000-04 | $1,621,586 |
| 15 | Lucile C Zilky Charitable Trust | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 1999-06 | $326,657 |
| 16 | Lucile Porter Charitable Trust | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1996-05 | $236,693 |
| 17 | Manota E Simon Foundation | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 1995-01 | $715,288 |
| 18 | Marie E Johnson Resuduary Tr 072600 | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2002-04 | $112,547 |
| 19 | Marie K Harmon Scholarship Fund | 1 W 4th St 4th Fl Mac D4000-041, Winston Salem, NC 27101-3818 | NC | 2003-11 | $99,920 |
| 20 | Mary Davis Mcknight Trust Uw 38-55481900, Wells Fargo Bank N A Tr Tax Dept | 1 W 4th St 4th Fl, Winston Salem, NC 27101-3818 | NC | 2008-06 | $129,570 |
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