The Baruch Fund Jordan J Baruch in Hendersonvlle, 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
- Unrelated Trade or Business Income
- Deductions Not Taken Elsewhere
- Other organizations in North Carolina
| The Baruch Fund Jordan J Baruch | |
| Employer Identification Number (EIN) | 046112483 |
| Name of Organization | The Baruch Fund Jordan J Baruch |
| In Care of Name | Richard U Puryear Cpa |
| Address | 82 Old Pasture Way, Hendersonvlle, NC 28739-3133 |
| Activities | Other services or benefits to members or employees |
| Subsection | Charitable Organization |
| Ruling Date | 07/1985 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $5,000,000 to $9,999,999 |
| Income | $100,000 to $499,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $5,173,147 |
| Amount of Income | $427,940 |
| Form 990 Revenue Amount | $636,125 |
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 | $579,133 | $506,713 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $252 | |||
| Dividends and interest from securities | $105,230 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $-22,992 | |||
| Other | $496,643 | |||
| Total expenses and disbursements | $910,252 | $84 | $0 | $898,939 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $11,313 | $84 | $0 | |
| Contributions, gifts, grants paid | $898,939 | |||
| Excess of revenue over expenses and disbursements | $-331,119 | |||
| Net investment income | $506,629 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $5,748,850 | $5,463,960 |
| 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 | $5,385,025 | |
| Other | $363,825 | |
| Total liabilities | $0 | |
| Total liabilities and net assets/fund balances | $5,748,850 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $496,643 |
| 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 | $5,066 |
| Total credits and payments | $18,843 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $18,843 |
| 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 |
| Tax due | $0 |
| Overpayment | $13,777 |
| Amount to be credited to 2013 estimated tax | $13,777 |
| 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 | $5,770,077 |
| Net value of noncharitable-use assets | $5,683,520 |
| Minimum investment return | $284,176 |
| Distributable Amount (for 2012) | |
| Distributable amount | $279,110 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $279,110 |
| 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 |
| Unrelated Trade or Business Income (for 2008) | |||
| Income | Expenses | Net | |
|---|---|---|---|
| Total | $-120,432 | $0 | $-120,432 |
| Gross receipts or sales less returns and allowances | $0 | $0 | $0 |
| Cost of goods sold | $0 | $0 | $0 |
| Gross profit | $0 | $0 | $0 |
| Capital gain net income | $13,115 | $0 | $13,775 |
| Net gain | $0 | $0 | $0 |
| Capital loss deduction for trusts | $0 | $0 | $0 |
| Income (loss) from partnerships and S corporations | $-134,207 | $0 | $-134,207 |
| Rent income | $0 | $0 | $0 |
| Unrelated debt-financed income | $0 | $0 | $0 |
| Interest, annuities, royalties, and rents from controlled organizations | $0 | $0 | $0 |
| Investment income of a section 501(c)(7), (9), or (17) organization | $0 | $0 | $0 |
| Exploited exempt activity income | $0 | $0 | $0 |
| Advertising income | $0 | $0 | $0 |
| Other income | $0 | $0 | $0 |
| Deductions Not Taken Elsewhere (for 2008) | |
| Total deductions | $0 |
| Compensation of officers, directors, and trustees | $0 |
| Salaries and wages | $0 |
| Repairs and maintenance | $0 |
| Bad debts | $0 |
| Interest | $0 |
| Taxes and licenses | $0 |
| Charitable contributions | $0 |
| Depreciation | $0 |
| Depletion | $0 |
| Contributions to deferred compensation plans | $0 |
| Employee benefit programs | $0 |
| Excess exempt expenses | $0 |
| Excess readership costs | $0 |
| Other deductions | $0 |
| Unrelated business taxable income | $-120,432 |
| Unrelated business taxable income before net operating loss deduction | $-120,432 |
| Net operating loss deduction | $0 |
| Unrelated business taxable income before specific deduction | $-120,432 |
| Specific deduction | $0 |
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| Other organizations in North Carolina | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Senior Services Inc | 2895 Shorefair Dr, Winston Salem, NC 27105-4237 | NC | 1977-08 | $5,657,110 |
| 2 | Shield Foundation Inc | 2401 Hwy 70 Sw, Hickory, NC 28602 | NC | 2005-02 | $45,502 |
| 3 | Sigma Xi The Scientific Research Society Inc | PO BOX 13975, Rtp, NC 27709-3975 | NC | 1943-06 | $14,826,963 |
| 4 | Smith Richardson Foundation Inc | 701 Green Valley Rd Ste 300, Greensboro, NC 27408-7096 | NC | 1948-05 | $49,910,878 |
| 5 | Society For In Vitro Biology Incorporated | 514 Daniels St Ste 411, Raleigh, NC 27605-1317 | NC | 1990-04 | $540,765 |
| 6 | Southern Bank Foundation | PO BOX 729, Mount Olive, NC 28365-0729 | NC | 1997-10 | $2,429,681 |
| 7 | Stewards Fund | PO BOX 6575, Raleigh, NC 27628-6575 | NC | 1985-08 | $4,260,280 |
| 8 | Stokes-Reynolds Memorial Hospital Inc | HIGHWAY 8 89 NORTH PO BOX 10, Danbury, NC 27016 | NC | 1994-06 | $15,388,421 |
| 9 | Swain County Hospital Inc | 45 Plateau Street, Bryson City, NC 28713-4200 | NC | 1952-01 | $13,930,220 |
| 10 | Tabitha M Devisconti Residential Trust, John B Lewis Jr | PO BOX 10, Farmville, NC 27828-0010 | NC | 1985-01 | $153,100 |
| 11 | The Baruch Fund Jordan J Baruch | 82 Old Pasture Way, Hendersonvlle, NC 28739-3133 | NC | 1985-07 | $427,940 |
| 12 | The Bascom Corporation | 323 Franklin Rd, Highlands, NC 28741-8551 | NC | 2000-03 | $2,807,306 |
| 13 | The Blue Ridge Community Theatre | Po Box 1552, Boone, NC 28607 | NC | 2000-04 | $0 |
| 14 | The Cemala Foundation Inc | 330 S Greene St Ste 101, Greensboro, NC 27401-2659 | NC | 1987-04 | $17,300,101 |
| 15 | The Eddie And Jo Allison Smith Family Foundation Inc | PO BOX 1527, Greenville, NC 27835-1527 | NC | 1994-04 | $24,741,932 |
| 16 | The Fsb Support Fund | 324 Blackwell St Ste 920, Durham, NC 27701-3764 | NC | 1994-02 | $0 |
| 17 | The Green Room Community Theatre Inc | PO BOX 1317, Newton, NC 28658-1317 | NC | 1988-09 | $1,531,117 |
| 18 | The Jesse Helms Center Foundation | PO BOX 247, Wingate, NC 28174-0247 | NC | 1989-04 | $5,862,467 |
| 19 | The Leon Levine Foundation | 6000 Fairview Rd Ste 1525, Charlotte, NC 28210-2212 | NC | 1981-04 | $9,489,043 |
| 20 | The New Friends Of The Greensboro Public Library Inc | PO BOX 3178, Greensboro, NC 27402-3178 | NC | 2004-03 | $91,800 |
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